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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
AFG
401
Atomi Financial Group
New York
$210K +$213K +10,308 New
OPCM
402
Osborne Partners Capital Management
California
$210K
WF
403
Welch & Forbes
Massachusetts
$208K -$160K -7,765 -43%
PS
404
Principal Securities
Iowa
$208K -$133K -6,429 -39%
CWM
405
Cordatus Wealth Management
Pennsylvania
$208K
WSFS
406
Wilmington Savings Fund Society
Delaware
$204K
KWA
407
Kingswood Wealth Advisors
California
$203K +$206K +9,967 New
EFG
408
Elm3 Financial Group
Georgia
$203K -$95.7K -4,633 -32%
JSW
409
Journey Strategic Wealth
New Jersey
$203K +$205K +9,925 New
Betterment LLC
410
Betterment LLC
New York
$200K +$203K +9,808 New
EWA
411
EverSource Wealth Advisors
Alabama
$195K
GAA
412
Global Assets Advisory
Florida
$194K +$196K +9,496 New
ACM
413
Anfield Capital Management
California
$173K +$6.94K +336 +4%
GWM
414
Geneos Wealth Management
Colorado
$173K -$20.6K -997 -11%
FF
415
Friedenthal Financial
New Jersey
$157K +$41 +2 +0%
LFASL
416
Lugano Financial Advisors SA (LFA)
Switzerland
$154K +$82.6K +4,000 +112%
AF
417
Allworth Financial
California
$132K +$4.5K +218 +3%
IAIM
418
International Assets Investment Management
Florida
$123K -$17.6K -852 -12%
C
419
Cliffwater
California
$120K
AIP
420
Ameritas Investment Partners
Nebraska
$118K -$58.9K -2,851 -33%
HFS
421
Hantz Financial Services
Michigan
$115K -$15.8K -764 -12%
IWM
422
IMG Wealth Management
Florida
$105K +$9.36K +453 +10%
IA
423
IFG Advisory
Georgia
$98.1K +$99.2K +4,805 New
ATS
424
Ashton Thomas Securities
New York
$96.8K
LFA
425
LGT Financial Advisors
Texas
$86.3K +$3.53K +171 +4%

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.