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Invesco Senior Loan ETF

501 hedge funds and large institutions have $5.56B invested in Invesco Senior Loan ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 192 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.09% more ownership

Funds ownership: 87.96%93.05% (+5.1%)

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

1% less funds holding

Funds holding: 506501 (-5)

7% less capital invested

Capital invested by funds: $5.98B → $5.56B (-$420M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 192

83% less call options, than puts

Call options by funds: $247M | Put options by funds: $1.48B

Holders
501
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
6.16%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
76
Increased
162
Reduced
192
Closed
73
Calls
$247M
Puts
$1.48B
Net Calls
-$1.23B
Net Calls Change
-$1.22B
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
351
Naples Global Advisors
Florida
$340K -$723 -35 -0.2%
William Blair & Company
352
William Blair & Company
Illinois
$338K -$55.1K -2,667 -14%
RIA
353
Regal Investment Advisors
Michigan
$338K +$26.5K +1,282 +8%
C
354
Certuity
Florida
$337K -$123K -5,958 -27%
Qube Research & Technologies (QRT)
355
Qube Research & Technologies (QRT)
United Kingdom
$327K -$664K -32,167 -67%
Pathstone Holdings
356
Pathstone Holdings
New Jersey
$327K -$4.63M -224,264 -93%
BAM
357
Belpointe Asset Management
Nevada
$323K +$326K +15,804 New
FCA
358
Fortis Capital Advisors
Kansas
$323K +$326K +15,804 New
CAG
359
Curtis Advisory Group
California
$317K +$64K +3,101 +25%
CIA
360
Capital Investment Advisors
Georgia
$315K -$9.29K -450 -3%
AIFAIM
361
American Institute for Advanced Investment Management
Arizona
$313K -$11.8K -570 -4%
AAM
362
Advisors Asset Management
Colorado
$305K -$189K -9,140 -38%
GIO
363
Galilei Investment Office
United Kingdom
$300K +$304K +14,700 New
PFG
364
PAX Financial Group
Texas
$296K -$82.2K -3,979 -22%
LWM
365
LJI Wealth Management
Indiana
$294K
Creative Planning
366
Creative Planning
Kansas
$291K -$78.6K -3,808 -21%
TWM
367
TopTier Wealth Management
Wisconsin
$290K +$4.36K +211 +2%
HW
368
Hancock Whitney
Mississippi
$289K -$301K -14,573 -51%
MHFA
369
Mission Hills Financial Advisory
California
$286K +$56.4K +2,731 +24%
BA
370
Blueline Advisors
New Hampshire
$285K +$273K +13,233 +1,786%
OFS
371
OneAscent Financial Services
Alabama
$283K -$10.4K -506 -4%
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$279K -$885K -42,857 -76%
CCFM
373
Clear Creek Financial Management
Washington
$276K -$2.45M -118,629 -90%
CFP
374
Cascade Financial Partners
California
$274K
ACP
375
Argyle Capital Partners
California
$272K -$56.6K -2,742 -17%

BKLN Hedge Fund Activity: Q1 2026 in Review

501 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2026, worth a combined $5.56B — down 7% from $5.98B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BKLN positions and 73 closed out — a net gain of 3 holders — while 162 added to existing stakes and 192 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $315M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $689M sold.

  • 501 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2026, down from 506 in Q4 2025.
  • Funds reported $5.56B of Invesco Senior Loan ETF stock for Q1 2026, down 7% quarter-over-quarter.
  • 76 funds opened new Invesco Senior Loan ETF positions in Q1 2026 and 73 closed out, a net change of +3 holders.
  • The largest Invesco Senior Loan ETF buyer in Q1 2026 was Wellington Management Group, an estimated $315M added.
  • The largest Invesco Senior Loan ETF seller in Q1 2026 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $689M sold.

Based on aggregated 13F filings for Q1 2026.