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Invesco Senior Loan ETF

502 hedge funds and large institutions have $5.69B invested in Invesco Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 224 increasing their positions, 147 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 147

3% less capital invested

Capital invested by funds: $5.88B → $5.69B (-$194M)

1.72% less ownership

Funds ownership: 85.82%84.1% (-1.7%)

4% less funds holding

Funds holding: 521502 (-19)

13% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 55

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18.4M

Holders
502
Holders Change
-19
Holders Change %
-3.65%
% of All Funds
6.59%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.35%
New
48
Increased
224
Reduced
147
Closed
55
Calls
Puts
$18.4M
Net Calls
-$18.4M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
FG
376
Fiduciary Group
Georgia
$267K
UB
377
UMB Bank
Missouri
$263K
CAG
378
Curtis Advisory Group
California
$262K -$4.98K -238 -2%
FHC
379
First Heartland Consultants
Missouri
$258K +$30.2K +1,440 +13%
OWA
380
Opal Wealth Advisors
New York
$257K -$1K -48 -0.4%
ECM
381
Evergreen Capital Management
Washington
$255K +$3.56K +170 +1%
PFG
382
PAX Financial Group
Texas
$255K +$4.31K +206 +2%
FFO
383
Fortitude Family Office
Arizona
$254K +$254K +12,106 +50,442%
BWAM
384
Boyd Watterson Asset Management
Ohio
$253K
FAT
385
First American Trust
California
$249K -$10.2K -488 -4%
OIA
386
OneDigital Investment Advisors
Kansas
$248K -$73.7K -3,520 -23%
HOWA
387
Heritage Oak Wealth Advisors
Florida
$248K -$45.6K -2,179 -16%
HI
388
Harbour Investments
Wisconsin
$247K +$6.05K +289 +3%
Squarepoint
389
Squarepoint
New York
$246K -$95.2K -4,545 -28%
Wolverine Trading
390
Wolverine Trading
Illinois
$245K -$565K -26,976 -70%
1IA
391
1620 Investment Advisors
Massachusetts
$243K
CB
392
Chris Bulman
California
$237K +$237K +11,329 New
SWM
393
SeaCrest Wealth Management
New York
$232K +$232K +11,100 New
AW
394
Alteri Wealth
California
$231K +$18.1K +864 +8%
MCM
395
Mainstay Capital Management
Michigan
$230K -$230K -11,006 -50%
Koshinski Asset Management
396
Koshinski Asset Management
Illinois
$230K +$7.87K +376 +4%
SWM
397
Steinberganna Wealth Management
New York
$230K +$230K +10,976 New
FWA
398
FSC Wealth Advisors
New York
$227K +$227K +10,853 New
NS
399
NBC Securities
Alabama
$227K +$4.88K +233 +2%
WIA
400
Wealthedge Investment Advisors
New York
$227K -$12.9K -615 -5%

BKLN Hedge Fund Activity: Q3 2025 in Review

502 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q3 2025, worth a combined $5.69B — down 3.3% from $5.88B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of BKLN and 48 opened new positions — a net loss of 7 holders — while 147 trimmed existing stakes and 224 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $129M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $185M.

  • 502 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q3 2025, down from 521 in Q2 2025.
  • Funds reported $5.69B of Invesco Senior Loan ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
  • 48 funds opened new Invesco Senior Loan ETF positions in Q3 2025 and 55 closed out, a net change of -7 holders.
  • The largest Invesco Senior Loan ETF buyer in Q3 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $129M added.
  • The largest Invesco Senior Loan ETF seller in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $185M sold.

Based on aggregated 13F filings for Q3 2025.