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Invesco Senior Loan ETF

540 hedge funds and large institutions have $6.84B invested in Invesco Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 214 increasing their positions, 157 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 157

23% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 64

0.35% more ownership

Funds ownership: 82.87%83.23% (+0.35%)

0% more funds holding

Funds holding: 539540 (+1)

11% less capital invested

Capital invested by funds: $7.71B → $6.84B (-$867M)

16% less funds holding in top 10

Funds holding in top 10: 4437 (-7)

100% less call options, than puts

Call options by funds: $418K | Put options by funds: $286M

Holders
540
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
7.24%
Holding in Top 10
37
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.91%
% of All Funds
0.5%
New
79
Increased
214
Reduced
157
Closed
64
Calls
$418K
Puts
$286M
Net Calls
-$286M
Net Calls Change
-$269M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$411K +$16.4K +780 +4%
SI
352
SimpliFi Inc
California
$406K +$2.85K +136 +0.7%
HCP
353
Hexagon Capital Partners
Arkansas
$398K +$755 +36 +0.2%
PA
354
Parallel Advisors
California
$397K -$902 -43 -0.2%
C
355
Certuity
Florida
$395K +$36.3K +1,730 +10%
DAS
356
Dynamic Advisor Solutions
Arizona
$381K +$115K +5,500 +43%
DCM
357
Dimension Capital Management
Florida
$369K
HNWAG
358
High Net Worth Advisory Group
Florida
$362K
NWWA
359
New Wave Wealth Advisors
Arkansas
$360K +$365K +17,409 New
CIA
360
Choate Investment Advisors
Massachusetts
$348K +$353K +16,810 New
IIL
361
Insight Inv LLC
California
$341K
CPRC
362
Consolidated Portfolio Review Corp
New York
$341K +$12.8K +611 +4%
Squarepoint
363
Squarepoint
New York
$337K -$93.1K -4,440 -21%
RIL
364
Rothschild Investment LLC
Illinois
$337K
JWBC
365
J.W. Burns & Co
New York
$336K
LWM
366
LJI Wealth Management
Indiana
$335K -$7.97K -380 -2%
PI
367
PFG Investments
New York
$335K -$22.8K -1,089 -6%
FFN
368
Focus Financial Network
Minnesota
$329K +$16.6K +791 +5%
DC
369
Davenport & Co
Virginia
$329K -$16.6K -790 -5%
TWP
370
Tyche Wealth Partners
Texas
$327K
ACP
371
Argyle Capital Partners
California
$326K +$608 +29 +0.2%
SCI
372
Stableford Capital II
Arizona
$323K -$4.83M -230,088 -94%
LC
373
Lindbrook Capital
California
$316K +$120K +5,703 +60%
P
374
&Partners
Tennessee
$310K -$9.06K -432 -3%
Susquehanna International Group
375
Susquehanna International Group
Pennsylvania
$309K +$313K +14,911 New

BKLN Hedge Fund Activity: Q1 2025 in Review

540 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2025, worth a combined $6.84B — down 11% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BKLN positions and 64 closed out — a net gain of 15 holders — while 214 added to existing stakes and 157 trimmed.

The largest buyer was Corebridge Financial, opening a new position worth an estimated $99.4M. The largest seller was TD Asset Management, cutting an estimated $285M.

  • 540 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2025, up from 539 in Q4 2024.
  • Funds reported $6.84B of Invesco Senior Loan ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 79 funds opened new Invesco Senior Loan ETF positions in Q1 2025 and 64 closed out, a net change of +15 holders.
  • The largest Invesco Senior Loan ETF buyer in Q1 2025 was Corebridge Financial, an estimated $99.4M added.
  • The largest Invesco Senior Loan ETF seller in Q1 2025 was TD Asset Management, an estimated $285M sold.

Based on aggregated 13F filings for Q1 2025.