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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
HWM
401
Howard Wealth Management
Connecticut
$254K -$226K -10,791 -47%
OWA
402
Opal Wealth Advisors
New York
$250K
BWAM
403
Boyd Watterson Asset Management
Ohio
$250K
CAG
404
Csenge Advisory Group
Florida
$249K -$204K -9,727 -45%
BPA
405
Beacon Pointe Advisors
California
$248K -$51.3K -2,445 -17%
MHS
406
M Holdings Securities
Oregon
$243K -$55.7K -2,654 -18%
1IA
407
1620 Investment Advisors
Massachusetts
$241K -$2.39K -114 -1%
ES
408
Eagle Strategies
New York
$241K -$7.82K -373 -3%
PF
409
Parker Financial
Washington
$241K -$48K -2,287 -16%
SWP
410
Stratos Wealth Partners
Ohio
$239K -$34.9K -1,664 -13%
FG
411
Fiduciary Group
Georgia
$237K +$240K +11,440 New
MGWM
412
Marks Group Wealth Management
Minnesota
$235K +$238K +11,333 New
EFG
413
Ethos Financial Group
Pennsylvania
$233K +$236K +11,251 New
PFG
414
PAX Financial Group
Texas
$233K +$236K +11,246 New
PS
415
Principal Securities
Iowa
$233K
WI
416
WBI Investments
New Jersey
$230K -$668K -31,872 -74%
ECM
417
Evergreen Capital Management
Washington
$223K +$2.62K +125 +1%
GCM
418
Graham Capital Management
Connecticut
$221K +$224K +10,700 New
OIA
419
OneDigital Investment Advisors
Kansas
$219K -$3.52K -168 -2%
IWM
420
IHT Wealth Management
Illinois
$219K -$21.8K -1,041 -9%
HI
421
Harbour Investments
Wisconsin
$215K +$20.8K +992 +11%
VCM
422
Virtue Capital Management
Tennessee
$213K -$3.23M -154,139 -94%
CWM
423
Cordatus Wealth Management
Pennsylvania
$211K
WWM
424
Western Wealth Management
Colorado
$210K
ARC
425
Advisor Resource Council
Texas
$210K +$212K +10,130 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.