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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
NYLIM
51
New York Life Investment Management
New York
$34.6M +$4.17M +198,841 +13%
WG
52
Winton Group
United Kingdom
$34.4M +$34.9M +1,662,700 New
CIBC Asset Management
53
CIBC Asset Management
Ontario, Canada
$32.1M +$7.71M +367,831 +31%
KAM
54
Kensington Asset Management
Texas
$31.1M
Raymond James Financial
55
Raymond James Financial
Florida
$30.7M +$1.78M +85,107 +6%
AAMU
56
APG Asset Management US
New York
$30.7M +$31M +1,480,000 New
DMC
57
DSC Meridian Capital
New York
$29M -$15.9M -756,475 -35%
CI Investments Inc
58
CI Investments Inc
Ontario, Canada
$27.8M +$26.8M +1,278,162 +1,931%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$26.9M -$967K -46,090 -3%
Man Group
60
Man Group
United Kingdom
$25.3M -$23.7M -1,129,285 -48%
FMI
61
Factory Mutual Insurance
Massachusetts
$24.8M
BFM
62
Boothbay Fund Management
New York
$24.4M -$3.84M -183,026 -13%
Franklin Resources
63
Franklin Resources
California
$23.6M +$2.82M +134,256 +13%
Osaic Holdings
64
Osaic Holdings
Arizona
$23.4M +$4.87M +232,069 +26%
Wellington Management Group
65
Wellington Management Group
Massachusetts
$23.4M -$78.8M -3,755,200 -77%
IWMWV
66
Ironwood Wealth Management (West Virginia)
West Virginia
$22.7M +$597K +28,477 +3%
Federated Hermes
67
Federated Hermes
Pennsylvania
$22.7M +$1.99M +95,000 +9%
FFAM
68
Forge First Asset Management
Canada
$19.9M -$18.7M -890,800 -48%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$19.7M
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$19.4M +$1.19M +56,694 +6%
GC
71
Guggenheim Capital
Illinois
$19.2M +$1.12M +53,424 +6%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$19.1M +$4.75M +226,269 +33%
Renaissance Technologies
73
Renaissance Technologies
New York
$18.8M -$67.7M -3,226,632 -78%
Cerity Partners
74
Cerity Partners
New York
$18.3M -$2.09M -99,507 -10%
IWS
75
Insight Wealth Strategies
California
$18.1M +$3.78M +180,370 +26%

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.