We are live on ! Find out more
BKLN icon

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
DC
401
Davenport & Co
Virginia
$224K -$125K -5,953 -36%
SP
402
Symmetry Partners
Connecticut
$224K +$4.27K +204 +2%
CPIG
403
Chicago Partners Investment Group
Illinois
$223K +$223K +10,668 New
NWM
404
Navigation Wealth Management
Colorado
$220K +$220K +10,515 New
MHFA
405
Mission Hills Financial Advisory
California
$219K
NL
406
NVWM LLC
Pennsylvania
$215K +$2.58K +123 +1%
IWM
407
IHT Wealth Management
Illinois
$214K -$7.22K -345 -3%
CWM
408
Cordatus Wealth Management
Pennsylvania
$214K
WWM
409
Western Wealth Management
Colorado
$212K
FF
410
Friedenthal Financial
New Jersey
$211K -$5.93K -283 -3%
HGA
411
Hobbs Group Advisors
South Carolina
$209K
WSFS
412
Wilmington Savings Fund Society
Delaware
$209K
SMC
413
Smith, Moore & Co
Missouri
$206K
DTC
414
Davidson Trust Company
Washington
$206K
PTC
415
Private Trust Company
Ohio
$204K +$84 +4 +0%
EFG
416
Ethos Financial Group
Pennsylvania
$202K +$202K +9,640 New
GWM
417
Geneos Wealth Management
Colorado
$194K -$420K -20,046 -68%
OIA
418
Optimum Investment Advisors
Illinois
$157K
AF
419
Allworth Financial
California
$131K
AIP
420
Ameritas Investment Partners
Nebraska
$126K -$27.1K -1,293 -18%
C
421
Cliffwater
California
$124K
BPAMU
422
BTG Pactual Asset Management US
New York
$123K
ACM
423
Anfield Capital Management
California
$122K
CCMI
424
Creative Capital Management Investments
California
$117K
BBHC
425
Brown Brothers Harriman & Co
New York
$103K +$104K +4,943 New

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.