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Invesco Senior Loan ETF

501 hedge funds and large institutions have $5.56B invested in Invesco Senior Loan ETF in 2026 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 192 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.09% more ownership

Funds ownership: 87.96%93.05% (+5.1%)

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

1% less funds holding

Funds holding: 506501 (-5)

7% less capital invested

Capital invested by funds: $5.98B → $5.56B (-$420M)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 192

83% less call options, than puts

Call options by funds: $247M | Put options by funds: $1.48B

Holders
501
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
6.16%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
76
Increased
162
Reduced
192
Closed
73
Calls
$247M
Puts
$1.48B
Net Calls
-$1.23B
Net Calls Change
-$1.22B
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
51
New York Life Investment Management
New York
$22.7M +$1.15M +55,926 +5%
Federated Hermes
52
Federated Hermes
Pennsylvania
$21.7M -$4.65M -225,000 -17%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$18.9M -$50.1M -2,424,265 -72%
CCA
54
Catalyst Capital Advisors
New York
$18.4M
TW
55
Trajan Wealth
Arizona
$18M +$849K +41,091 +5%
IA
56
Inspire Advisors
Idaho
$17.6M +$1.03M +50,081 +6%
GC
57
Guggenheim Capital
Illinois
$17.2M -$1.63M -79,096 -9%
CAM
58
Cresset Asset Management
Illinois
$17.2M +$1.13M +54,797 +7%
KOC
59
Koss-Olinger Consulting
Florida
$16.7M +$16.9M +817,772 New
WG
60
Wellington Group
Indiana
$16.7M -$1.03M -49,954 -6%
RH
61
RFG Holdings
Texas
$15.6M -$23.3M -1,126,661 -60%
ESL
62
Endurance Services Ltd
New York
$15.2M +$15.4M +743,494 New
OWSCM
63
One William Street Capital Management
New York
$14.8M +$15M +725,000 New
DADC
64
D.A. Davidson & Co
Montana
$13.8M +$387K +18,722 +3%
NAMI
65
Nomura Asset Management International
Pennsylvania
$13.8M
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$13.8M +$606K +29,335 +5%
CCM
67
Courage Capital Management
Tennessee
$13.2M
HF
68
HRT Financial
New York
$13.2M -$8.42M -407,718 -39%
Amundi
69
Amundi
France
$13.1M +$13.2M +639,686 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$13M -$219K -10,587 -2%
MML Investors Services
71
MML Investors Services
Massachusetts
$12.8M -$10.5M -506,852 -45%
MBTD
72
Mechanics Bank - Trust Department
California
$12.5M -$1.96M -95,111 -13%
Raymond James Financial
73
Raymond James Financial
Florida
$12.5M -$165K -7,970 -1%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$12.4M -$9.02M -436,930 -42%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$12.3M -$909K -43,999 -7%

BKLN Hedge Fund Activity: Q1 2026 in Review

501 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2026, worth a combined $5.56B — down 7% from $5.98B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BKLN positions and 73 closed out — a net gain of 3 holders — while 162 added to existing stakes and 192 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $315M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $689M sold.

  • 501 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2026, down from 506 in Q4 2025.
  • Funds reported $5.56B of Invesco Senior Loan ETF stock for Q1 2026, down 7% quarter-over-quarter.
  • 76 funds opened new Invesco Senior Loan ETF positions in Q1 2026 and 73 closed out, a net change of +3 holders.
  • The largest Invesco Senior Loan ETF buyer in Q1 2026 was Wellington Management Group, an estimated $315M added.
  • The largest Invesco Senior Loan ETF seller in Q1 2026 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $689M sold.

Based on aggregated 13F filings for Q1 2026.