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Invesco Senior Loan ETF

501 hedge funds and large institutions have $5.56B invested in Invesco Senior Loan ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 192 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.09% more ownership

Funds ownership: 87.96%93.05% (+5.1%)

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

1% less funds holding

Funds holding: 506501 (-5)

7% less capital invested

Capital invested by funds: $5.98B → $5.56B (-$420M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 192

83% less call options, than puts

Call options by funds: $247M | Put options by funds: $1.48B

Holders
501
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
6.16%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
76
Increased
162
Reduced
192
Closed
73
Calls
$247M
Puts
$1.48B
Net Calls
-$1.23B
Net Calls Change
-$1.22B
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$57.3M +$17.5M +848,119 +43%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$56.5M -$21.2M -1,027,403 -27%
HTI
28
Hikari Tsushin Inc
Japan
$50.7M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$50.6M -$2.83M -137,162 -5%
1CP
30
1607 Capital Partners
Virginia
$41.6M -$17.9M -868,200 -30%
WG
31
Winton Group
United Kingdom
$40.8M +$41.3M +2,000,000 New
SCM
32
Shenkman Capital Management
New York
$40.2M -$20.1M -971,395 -34%
AOCA
33
Angel Oak Capital Advisors
Georgia
$39.3M +$39.8M +1,926,396 New
SLI
34
Sumitomo Life Insurance
Japan
$38.2M -$26.8M -1,296,919 -41%
CBU
35
CIBC Bancorp USA
Illinois
$38.1M +$39.3M +1,901,970 New
APC
36
Aristotle Pacific Capital
California
$36.8M -$26M -1,258,000 -41%
CFG
37
CNO Financial Group
Indiana
$35.6M -$2.95M -143,000 -8%
PP
38
Prudential plc
United Kingdom
$35.4M -$14M -678,805 -28%
Calamos Advisors
39
Calamos Advisors
Illinois
$34.1M -$11.9M -574,714 -26%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$32.4M -$7.06M -341,939 -18%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$31.2M -$23.2M -1,124,089 -42%
JP Morgan Chase
42
JP Morgan Chase
New York
$30.4M +$29.2M +1,414,825 +1,726%
Cerity Partners
43
Cerity Partners
New York
$29.2M +$3.53M +170,819 +14%
State of Tennessee, Department of Treasury
44
State of Tennessee, Department of Treasury
Tennessee
$27.1M +$27.4M +1,325,602 New
LMGAM
45
Liberty Mutual Group Asset Management
Massachusetts
$25M +$25.3M +1,225,000 New
FMI
46
Factory Mutual Insurance
Massachusetts
$24.5M
Osaic Holdings
47
Osaic Holdings
Arizona
$24.3M +$7.7K +373 +0%
IWMWV
48
Ironwood Wealth Management (West Virginia)
West Virginia
$24.1M +$121K +5,876 +0.5%
SIA
49
Strategic Investment Advisors
Michigan
$23.9M +$4.4M +213,167 +22%
Franklin Resources
50
Franklin Resources
California
$23.2M +$2.26M +109,400 +11%

BKLN Hedge Fund Activity: Q1 2026 in Review

501 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2026, worth a combined $5.56B — down 7% from $5.98B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BKLN positions and 73 closed out — a net gain of 3 holders — while 162 added to existing stakes and 192 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $315M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $689M sold.

  • 501 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2026, down from 506 in Q4 2025.
  • Funds reported $5.56B of Invesco Senior Loan ETF stock for Q1 2026, down 7% quarter-over-quarter.
  • 76 funds opened new Invesco Senior Loan ETF positions in Q1 2026 and 73 closed out, a net change of +3 holders.
  • The largest Invesco Senior Loan ETF buyer in Q1 2026 was Wellington Management Group, an estimated $315M added.
  • The largest Invesco Senior Loan ETF seller in Q1 2026 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $689M sold.

Based on aggregated 13F filings for Q1 2026.