We are live on ! Find out more
BKLN icon

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
GAA
526
Global Assets Advisory
Florida
-$421K -20,092 Closed
MHS
527
M Holdings Securities
Oregon
-$400K -19,145 Closed
IIL
528
Insight Inv LLC
California
-$342K -16,354 Closed
JWBC
529
J.W. Burns & Co
New York
-$338K -16,175 Closed
WI
530
Westbourne Investments
Virginia
-$331K -15,805 Closed
SCI
531
Stableford Capital II
Arizona
-$328K -15,680 Closed
UCFA
532
United Capital Financial Advisors
Texas
-$284K -13,584 Closed
TWP
533
Triad Wealth Partners
Kansas
-$281K -13,427 Closed
WAM
534
Worth Asset Management
Texas
-$267K -12,746 Closed
OBWG
535
Onyx Bridge Wealth Group
New York
-$239K -11,413 Closed
APW
536
Axim Planning & Wealth
Ohio
-$220K -10,534 Closed
VFPW
537
Vantage Financial Partners (Wisconsin)
Wisconsin
-$202K -9,655 Closed
YWM
538
Yukon Wealth Management
Kansas
-$201K -9,589 Closed
Nomura Asset Management
539
Nomura Asset Management
Japan
-$141K -6,760 Closed
IBOK
540
Independence Bank of Kentucky
Kentucky
-$80K -3,825 Closed
HCM
541
Hollencrest Capital Management
California
-$72K -3,442 Closed
CUAMC
542
China Universal Asset Management Company
China
-$62.2K -2,972 Closed
OW
543
Olistico Wealth
Oklahoma
-$52K -2,486 Closed
BCWM
544
Bartlett & Co Wealth Management
Ohio
-$27.5K -1,314 Closed
TCM
545
Traub Capital Management
Massachusetts
-$20.1K -960 Closed
SOS
546
Silver Oak Securities
Tennessee
-$18.5K -886 Closed
BIG
547
Brooklyn Investment Group
New York
-$15.1K -720 Closed
KIM
548
Kestra Investment Management
Texas
-$11.4K -552 Closed
AAP
549
Arax Advisory Partners
Colorado
-$10.9K -522 Closed
BCMLT
550
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.58K -219 Closed

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.