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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
DTC
426
Davidson Trust Company
Washington
$206K
PTC
427
Private Trust Company
Ohio
$204K +$52.9K +2,546 +35%
VFPW
428
Vantage Financial Partners (Wisconsin)
Wisconsin
$202K -$1.02K -49 -0.5%
GS
429
GTS Securities
New York
$202K +$200K +9,636 New
YWM
430
Yukon Wealth Management
Kansas
$201K +$199K +9,589 New
SC
431
Solstein Capital
California
$163K
OIA
432
Optimum Investment Advisors
Illinois
$157K
AIP
433
Ameritas Investment Partners
Nebraska
$153K +$33.3K +1,602 +28%
Nomura Asset Management
434
Nomura Asset Management
Japan
$141K
AF
435
Allworth Financial
California
$131K +$13K +626 +11%
C
436
Cliffwater
California
$123K
BPAMU
437
BTG Pactual Asset Management US
New York
$123K
ACM
438
Anfield Capital Management
California
$122K +$4.28K +206 +4%
CCMI
439
Creative Capital Management Investments
California
$117K -$25.3K -1,217 -18%
ATS
440
Ashton Thomas Securities
New York
$99.2K
IWM
441
IMG Wealth Management
Florida
$94K +$21.1K +1,016 +29%
CIA
442
Cape Investment Advisory
Georgia
$92K +$19.1K +920 +26%
IBOK
443
Independence Bank of Kentucky
Kentucky
$80K +$79.4K +3,825 New
IWMA
444
Ironwood Wealth Management (Arizona)
Arizona
$79.7K +$57.6K +2,774 +268%
BTI
445
Blue Trust Inc
Georgia
$77.3K +$1.47K +71 +2%
WP
446
WealthShield Partners
North Carolina
$73K -$1.23K -59 -2%
WA
447
WPG Advisers
Maryland
$72.9K -$17.2K -830 -19%
HCM
448
Hollencrest Capital Management
California
$72K +$1.37K +66 +2%
MIA
449
MeadowBrook Investment Advisors
Michigan
$71.6K
MWM
450
MGB Wealth Management
Texas
$66.9K

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.