We are live on ! Find out more
BKLN icon

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
KIM
501
Kestra Investment Management
Texas
$11.4K +$11.6K +551 +55,100%
AG
502
AmeriFlex Group
Nevada
$11.3K +$11.4K +546 New
GKIM
503
GW&K Investment Management
Massachusetts
$10K +$10.3K +489 New
WCAMG
504
Woodard & Company Asset Management Group
North Carolina
$9.56K +$9.69K +462 New
WIM
505
Westside Investment Management
California
$9.54K
1L
506
10Elms LLP
Oklahoma
$9.42K +$6.29K +300 +194%
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$9.21K +$9.33K +445 New
CHC
508
City Holding Co
West Virginia
$8.94K +$9.06K +432 New
PC
509
Promus Capital
Illinois
$8.86K
CFFP
510
Center for Financial Planning
Michigan
$7.8K +$7.91K +377 New
SW
511
SVB Wealth
Massachusetts
$6.77K +$6.86K +327 New
GWSG
512
GPS Wealth Strategies Group
Colorado
$5.23K +$5.31K +253 New
NEAM
513
New England Asset Management
Connecticut
$5.07K
MFC
514
Mechanics Financial Corp
Ohio
$4.97K
GCM
515
Gables Capital Management
Florida
$4.82K
BCMLT
516
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.53K -$797 -38 -15%
JHCP
517
Jackson Hole Capital Partners
Oklahoma
$4.47K
S
518
SignatureFD
Georgia
$4.14K
VWA
519
Valued Wealth Advisors
Utah
$3.81K +$3.86K +184 New
BOJHT
520
Bank of Jackson Hole Trust
Wyoming
$3.75K
WB
521
Webster Bank
Connecticut
$3.62K
WA
522
Whipplewood Advisors
Colorado
$3.42K +$14K +666 +404%
PWA
523
Physician Wealth Advisors
Utah
$3.31K +$3.35K +160 New
RCM
524
Raleigh Capital Management
North Carolina
$3.04K
SIS
525
Sound Income Strategies
Florida
$3K

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.