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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
JSW
576
Journey Strategic Wealth
New Jersey
-$339K -16,096 Closed
OPCM
577
Osborne Partners Capital Management
California
-$338K -16,030 Closed
CAMV
578
Concord Asset Management (Virginia)
Virginia
-$320K -15,172 Closed
BWG
579
Beta Wealth Group
California
-$320K -15,164 Closed
SC
580
Savant Capital
Illinois
-$280K -13,298 Closed
CF
581
Copperwynd Financial
Arizona
-$266K -12,604 Closed
AG
582
AlTi Global
New York
-$262K -12,423 Closed
SAW
583
Signal Advisors Wealth
Michigan
-$238K -11,289 Closed
CAS
584
Coppell Advisory Solutions
Texas
-$237K -11,247 Closed
MIH
585
Meitav Investment House
Israel
-$231K -10,945 Closed
FPL
586
Fortress Private Ledger
North Carolina
-$206K -9,786 Closed
RCG
587
Regatta Capital Group
California
-$205K -9,708 Closed
EWA
588
EP Wealth Advisors
California
-$133K -6,331 Closed
AFG
589
Albion Financial Group
Utah
-$126K -6,000 Closed
RCM
590
Ravenstone Capital Management
-$105K -5,000 Closed
VHAM
591
Van Hulzen Asset Management
California
-$48.3K -2,290 Closed
RFG
592
REAP Financial Group
Texas
-$38.7K -1,836 Closed
CA
593
Continuum Advisory
Idaho
-$38.4K -1,821 Closed
AWM
594
Avior Wealth Management
Nebraska
-$37.3K -1,768 Closed
ACM
595
Avos Capital Management
Washington
-$24.3K -1,228 Closed
CP
596
Castleview Partners
Texas
-$23.6K -1,120 Closed
CFGS
597
Concourse Financial Group Securities
Alabama
-$19.8K -934 Closed
LDB
598
Lee, Danner & Bass
Tennessee
-$17.4K -825 Closed
SC
599
SouthState Corp
Florida
-$10.7K -510 Closed
BFPW
600
BOK Financial Private Wealth
Colorado
-$10.1K -479 Closed

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.