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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
ACM
451
Anfield Capital Management
California
$116K +$33.5K +1,599 +40%
PFBT
452
Parkside Financial Bank & Trust
Missouri
$98.7K
ATS
453
Ashton Thomas Securities
New York
$98.2K
WA
454
WPG Advisers
Maryland
$89.3K -$8.45K -403 -9%
BTI
455
Blue Trust Inc
Georgia
$75K -$40.5K -1,930 -35%
WP
456
WealthShield Partners
North Carolina
$73.5K -$3.75K -179 -5%
CIA
457
Cape Investment Advisory
Georgia
$72K +$126 +6 +0.2%
IWM
458
IMG Wealth Management
Florida
$71.9K +$3.31K +158 +5%
MIA
459
MeadowBrook Investment Advisors
Michigan
$70.9K
HCM
460
Hollencrest Capital Management
California
$69.9K +$1.15K +55 +2%
IA
461
IFP Advisors
Florida
$69.1K +$27.3K +1,302 +64%
SIM
462
Synergy Investment Management
Florida
$67.7K
MWM
463
MGB Wealth Management
Texas
$66.2K
HFS
464
Horizon Financial Services
North Carolina
$65.9K -$8.04M -383,579 -99%
CIAS
465
Capital Investment Advisory Services
North Carolina
$64.8K +$46.8K +2,233 +248%
WPA
466
West Paces Advisors
Georgia
$62.7K +$3.44K +164 +6%
NP
467
NorthRock Partners
Minnesota
$60.9K +$61.7K +2,942 New
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.6K
GSWM
469
Golden State Wealth Management
California
$51.4K
FRA
470
Front Row Advisors
California
$49.5K
WT
471
Whittier Trust
California
$49.1K
Simplex Trading
472
Simplex Trading
Illinois
$49K -$212K -10,132 -81%
PSFG
473
Park Square Financial Group
Georgia
$47.6K -$13.3K -636 -22%
LFASL
474
Lugano Financial Advisors SA (LFA)
Switzerland
$46.8K -$79.8K -3,805 -63%
HCA
475
Harbor Capital Advisors
Illinois
$46K +$46.3K +2,206 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.