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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
GWSG
476
GPS Wealth Strategies Group
Colorado
$5.49K +$84 +4 +2%
NEAM
477
New England Asset Management
Connecticut
$5.13K
MFC
478
Mechanics Financial Corp
Ohio
$5.02K
GCM
479
Gables Capital Management
Florida
$4.88K
JHCP
480
Jackson Hole Capital Partners
Oklahoma
$4.52K
BOJHT
481
Bank of Jackson Hole Trust
Wyoming
$3.75K
WB
482
Webster Bank
Connecticut
$3.66K
LWA
483
Lowe Wealth Advisors
Maryland
$3.64K +$3.64K +174 New
PWA
484
Physician Wealth Advisors
Utah
$3.35K
CFD
485
Creative Financial Designs
Indiana
$2.55K
CAM
486
Creekmur Asset Management
Illinois
$2.2K +$21 +1 +1%
PFBT
487
Parkside Financial Bank & Trust
Missouri
$2.05K
PFA
488
Pillar Financial Advisors
Kentucky
$1.7K
SC
489
Solstein Capital
California
$1.61K -$161K -7,700 -99%
SS
490
Sunbelt Securities
Texas
$1.57K -$3.02K -144 -66%
VNA
491
Valley National Advisers
Pennsylvania
$1K +$1.57K +75 New
FWA
492
Flagship Wealth Advisors
Massachusetts
$712 +$712 +34 New
PWMG
493
Private Wealth Management Group
New Jersey
$628 +$628 +30 New
CAM
494
Costello Asset Management
Pennsylvania
$530
SAM
495
Smartleaf Asset Management
Massachusetts
$522 +$524 +25 New
GFWA
496
Grey Fox Wealth Advisors
Delaware
$420 +$419 +20 New
MAFA
497
MJT & Associates Financial Advisory
Minnesota
$280 +$21 +1 +8%
PSFG
498
Park Square Financial Group
Georgia
$272 -$48.2K -2,300 -99%
HNB
499
Huntington National Bank
Ohio
$44
Q1WB
500
Quest 10 Wealth Builders
Virginia
$42 -$42 -2 -50%

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.