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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
DMC
51
DSC Meridian Capital
New York
$23.7M -$5.57M -268,198 -19%
IWMWV
52
Ironwood Wealth Management (West Virginia)
West Virginia
$23.3M +$8.55K +412 +0%
Osaic Holdings
53
Osaic Holdings
Arizona
$22.7M -$925K -44,560 -4%
Federated Hermes
54
Federated Hermes
Pennsylvania
$20.4M -$2.53M -122,000 -11%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$20.3M +$998K +48,096 +5%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$20.2M +$20M +964,507 New
FFAM
57
Forge First Asset Management
Canada
$20.2M
GC
58
Guggenheim Capital
Illinois
$19.9M +$448K +21,558 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$19.7M +$2.25M +108,172 +13%
Cerity Partners
60
Cerity Partners
New York
$19.6M +$931K +44,848 +5%
CCA
61
Catalyst Capital Advisors
New York
$18.9M +$3.96M +190,657 +27%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$18.6M -$18M -866,240 -49%
IWS
63
Insight Wealth Strategies
California
$18.5M +$129K +6,233 +0.7%
TW
64
Trajan Wealth
Arizona
$18M -$157K -7,583 -0.9%
Citigroup
65
Citigroup
New York
$17.8M -$51.8M -2,494,182 -75%
Ninety One (UK)
66
Ninety One (UK)
United Kingdom
$17.7M
Macquarie Group
67
Macquarie Group
Australia
$17.7M
IA
68
Inspire Advisors
Idaho
$16.1M +$353K +17,012 +2%
DF
69
Donoghue Forlines
Massachusetts
$15.9M +$13.1M +633,303 +492%
Wellington Management Group
70
Wellington Management Group
Massachusetts
$15.9M -$7.73M -372,227 -33%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$15.7M -$733K -35,332 -5%
SIA
72
Strategic Investment Advisors
Michigan
$14.8M -$1.5M -72,018 -9%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$14.2M -$5.39M -259,651 -28%
HFS
74
Hantz Financial Services
Michigan
$13.8M +$286K +13,758 +2%
CCM
75
Courage Capital Management
Tennessee
$13.6M

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.