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Invesco Senior Loan ETF

521 hedge funds and large institutions have $5.88B invested in Invesco Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 198 increasing their positions, 185 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.59% more ownership

Funds ownership: 83.23%85.82% (+2.6%)

7% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 185

4% less funds holding

Funds holding: 540521 (-19)

14% less capital invested

Capital invested by funds: $6.84B → $5.88B (-$963M)

16% less funds holding in top 10

Funds holding in top 10: 3731 (-6)

20% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 81

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $14.4M

Holders
521
Holders Change
-19
Holders Change %
-3.52%
% of All Funds
6.86%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.41%
New
65
Increased
198
Reduced
185
Closed
81
Calls
$2K
Puts
$14.4M
Net Calls
-$14.4M
Net Calls Change
+$271M
Name Holding Trade Value Shares
Change
Change in
Stake
PF
576
PlanWiser Financial
Colorado
-$208K -10,006 Closed
CB
577
Cadence Bank
Mississippi
-$207K -9,996 Closed
CCB
578
Cutter & Co Brokerage
Missouri
-$203K -9,800 Closed
FA
579
Forefront Analytics
Pennsylvania
-$203K -9,786 Closed
WCF
580
West Coast Financial
California
-$202K -9,753 Closed
FWA
581
FSC Wealth Advisors
New York
-$169K -8,160 Closed
SIM
582
Synergy Investment Management
Florida
-$67.7K -3,271 Closed
WPA
583
West Paces Advisors
Georgia
-$62.7K -3,029 Closed
NP
584
NorthRock Partners
Minnesota
-$60.9K -2,942 Closed
Simplex Trading
585
Simplex Trading
Illinois
-$49K -2,396 Closed
WT
586
Whittier Trust
California
-$49.1K -2,370 Closed
LFASL
587
Lugano Financial Advisors SA (LFA)
Switzerland
-$46.8K -2,260 Closed
HCA
588
Harbor Capital Advisors
Illinois
-$46K -2,206 Closed
RMP
589
Richards, Merrill & Peterson
Washington
-$41K -1,981 Closed
CWC
590
Carolinas Wealth Consulting
North Carolina
-$22.9K -1,108 Closed
RCA
591
Runnymede Capital Advisors
Ohio
-$20.7K -1,000 Closed
MAS
592
MPWM Advisory Solutions
Georgia
-$11.8K -572 Closed
GKIM
593
GW&K Investment Management
Massachusetts
-$10K -489 Closed
Fifth Third Bancorp
594
Fifth Third Bancorp
Ohio
-$9.21K -445 Closed
CHC
595
City Holding Co
West Virginia
-$8.94K -432 Closed
CFFP
596
Center for Financial Planning
Michigan
-$7.8K -377 Closed
SW
597
SVB Wealth
Massachusetts
-$6.77K -327 Closed
S
598
SignatureFD
Georgia
-$4.14K -200 Closed
VWA
599
Valued Wealth Advisors
Utah
-$3.81K -184 Closed
RCM
600
Raleigh Capital Management
North Carolina
-$3.04K -147 Closed

BKLN Hedge Fund Activity: Q2 2025 in Review

521 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2025, worth a combined $5.88B — down 14% from $6.84B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of BKLN and 65 opened new positions — a net loss of 16 holders — while 185 trimmed existing stakes and 198 added.

The largest buyer was Barclays, adding an estimated $121M. The largest seller was Grimes & Company, cutting an estimated $209M.

  • 521 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2025, down from 540 in Q1 2025.
  • Funds reported $5.88B of Invesco Senior Loan ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 65 funds opened new Invesco Senior Loan ETF positions in Q2 2025 and 81 closed out, a net change of -16 holders.
  • The largest Invesco Senior Loan ETF buyer in Q2 2025 was Barclays, an estimated $121M added.
  • The largest Invesco Senior Loan ETF seller in Q2 2025 was Grimes & Company, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2025.