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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
AIFAIM
376
American Institute for Advanced Investment Management
Arizona
$308K +$312K +14,899 New
BAM
377
BTS Asset Management
Massachusetts
$308K +$312K +14,897 New
NL
378
NVWM LLC
Pennsylvania
$308K +$312K +14,889 New
NGA
379
Naples Global Advisors
Florida
$303K +$3.15K +150 +1%
UB
380
UMB Bank
Missouri
$302K -$14.2K -675 -4%
HT
381
Headlands Technologies
Illinois
$302K +$306K +14,581 New
SCA
382
Snowden Capital Advisors
New York
$301K +$7.74K +369 +3%
4FG
383
4Thought Financial Group
New York
$298K +$3.92K +187 +1%
CAL
384
Capital Analysts LLC
Pennsylvania
$297K +$8.56K +408 +3%
MCM
385
M1 Capital Management
Michigan
$296K
SP
386
Sequent Planning
Nebraska
$295K -$89.7K -4,278 -23%
TWP
387
Triad Wealth Partners
Kansas
$292K +$296K +14,114 New
WAMC
388
Western Asset Management Company
California
$290K -$3.9M -186,000 -93%
AFA
389
AA Financial Advisors
Ohio
$281K +$16.2K +771 +6%
AWA
390
Arkadios Wealth Advisors
Georgia
$281K +$284K +13,554 New
CB
391
Chris Bulman
California
$280K +$7.4K +353 +3%
UCFA
392
United Capital Financial Advisors
Texas
$280K +$15.6K +745 +6%
CFP
393
Cascade Financial Partners
California
$276K -$19.5K -931 -7%
EFG
394
Elios Financial Group
Ohio
$275K -$12.4K -593 -4%
JPLA
395
Joseph P. Lucia & Associates
New York
$270K +$274K +13,048 New
NB
396
NBT Bank
New York
$264K
MCM
397
Mainstay Capital Management
Michigan
$263K
Wolverine Trading
398
Wolverine Trading
Illinois
$262K +$265K +12,658 New
IAS
399
Insigneo Advisory Services
Florida
$259K +$262K +12,500 New
FAT
400
First American Trust
California
$256K -$43.9K -2,094 -14%

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.