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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
ATS
426
Ashton Thomas Securities
New York
$99.3K
IWM
427
IMG Wealth Management
Florida
$94K
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$93.3K +$93.4K +4,458 New
GWSA
429
Global Wealth Strategies & Associates
Colorado
$91.6K +$91.6K +4,375 New
LFA
430
LGT Financial Advisors
Texas
$85K +$82.2K +3,926 +2,952%
IWMA
431
Ironwood Wealth Management (Arizona)
Arizona
$80.8K +$1K +48 +1%
SS
432
SBI Securities
Japan
$79.1K +$17.7K +846 +29%
WA
433
WPG Advisers
Maryland
$73.5K +$628 +30 +0.9%
WP
434
WealthShield Partners
North Carolina
$73.1K +$21 +1 +0%
MIA
435
MeadowBrook Investment Advisors
Michigan
$71.7K
MWM
436
MGB Wealth Management
Texas
$67K
GSWM
437
Golden State Wealth Management
California
$66K
AAS
438
Ameritas Advisory Services
Nebraska
$59.3K -$561K -26,785 -90%
CIA
439
Cape Investment Advisory
Georgia
$55.4K -$36.7K -1,753 -40%
FDCDDQ
440
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.2K
BTI
441
Blue Trust Inc
Georgia
$51.2K -$26.2K -1,250 -34%
AG
442
AmeriFlex Group
Nevada
$48.5K +$12.6K +604 +35%
BWL
443
Bogart Wealth LLC
Virginia
$46.2K +$12.7K +605 +38%
ME
444
McIlrath & Eck
Washington
$43.2K
FRA
445
Front Row Advisors
California
$40K -$3.35K -160 -8%
MWA
446
Medallion Wealth Advisors
Connecticut
$36.6K +$20.9K +1,000 +133%
HFS
447
Horizon Financial Services
North Carolina
$36.2K -$30.4K -1,454 -46%
GEA
448
Glen Eagle Advisors
New Jersey
$35.7K +$21 +1 +0.1%
WCAMG
449
Woodard & Company Asset Management Group
North Carolina
$34.8K +$126 +6 +0.4%
NFSG
450
Newbridge Financial Services Group
Florida
$34.7K

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.