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Invesco Senior Loan ETF

521 hedge funds and large institutions have $5.88B invested in Invesco Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 198 increasing their positions, 185 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.59% more ownership

Funds ownership: 83.23%85.82% (+2.6%)

7% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 185

4% less funds holding

Funds holding: 540521 (-19)

14% less capital invested

Capital invested by funds: $6.84B → $5.88B (-$963M)

16% less funds holding in top 10

Funds holding in top 10: 3731 (-6)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $14.4M

Holders
521
Holders Change
-19
Holders Change %
-3.52%
% of All Funds
6.86%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.41%
New
65
Increased
198
Reduced
185
Closed
81
Calls
$2K
Puts
$14.4M
Net Calls
-$14.4M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
376
LJI Wealth Management
Indiana
$306K -$33.2K -1,600 -10%
BAM
377
BTS Asset Management
Massachusetts
$302K -$9.61K -463 -3%
HOWA
378
Heritage Oak Wealth Advisors
Florida
$293K -$1.09M -52,697 -79%
4FG
379
4Thought Financial Group
New York
$292K -$9.13K -440 -3%
CAL
380
Capital Analysts LLC
Pennsylvania
$288K -$12K -580 -4%
CAG
381
Csenge Advisory Group
Florida
$286K +$34K +1,639 +14%
UCFA
382
United Capital Financial Advisors
Texas
$284K +$747 +36 +0.3%
TWP
383
Triad Wealth Partners
Kansas
$281K -$14.3K -687 -5%
CFP
384
Cascade Financial Partners
California
$279K
MA
385
Mutual Advisors
Nebraska
$272K +$270K +12,990 New
HWM
386
Howard Wealth Management
Connecticut
$270K +$13.7K +658 +5%
NB
387
NBT Bank
New York
$267K
CAG
388
Curtis Advisory Group
California
$267K +$265K +12,757 New
WAM
389
Worth Asset Management
Texas
$267K -$435K -20,960 -62%
FG
390
Fiduciary Group
Georgia
$267K +$27K +1,300 +11%
BPA
391
Beacon Pointe Advisors
California
$266K +$15.2K +731 +6%
UB
392
UMB Bank
Missouri
$262K -$42.4K -2,044 -14%
PS
393
Principal Securities
Iowa
$262K +$30.8K +1,483 +13%
IAS
394
Insigneo Advisory Services
Florida
$262K
FAT
395
First American Trust
California
$259K
OWA
396
Opal Wealth Advisors
New York
$258K +$4.48K +216 +2%
BWAM
397
Boyd Watterson Asset Management
Ohio
$253K
ECM
398
Evergreen Capital Management
Washington
$252K +$25.9K +1,250 +12%
PFG
399
PAX Financial Group
Texas
$251K +$15.2K +733 +7%
1IA
400
1620 Investment Advisors
Massachusetts
$243K -$1.45K -70 -0.6%

BKLN Hedge Fund Activity: Q2 2025 in Review

521 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2025, worth a combined $5.88B — down 14% from $6.84B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of BKLN and 65 opened new positions — a net loss of 16 holders — while 185 trimmed existing stakes and 198 added.

The largest buyer was Barclays, adding an estimated $121M. The largest seller was Grimes & Company, cutting an estimated $209M.

  • 521 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2025, down from 540 in Q1 2025.
  • Funds reported $5.88B of Invesco Senior Loan ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 65 funds opened new Invesco Senior Loan ETF positions in Q2 2025 and 81 closed out, a net change of -16 holders.
  • The largest Invesco Senior Loan ETF buyer in Q2 2025 was Barclays, an estimated $121M added.
  • The largest Invesco Senior Loan ETF seller in Q2 2025 was Grimes & Company, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2025.