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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
TW
76
Trajan Wealth
Arizona
$18M -$1.09M -52,110 -6%
Ninety One (UK)
77
Ninety One (UK)
United Kingdom
$17.5M
Macquarie Group
78
Macquarie Group
Australia
$17.5M
MML Investors Services
79
MML Investors Services
Massachusetts
$17.2M -$3.34M -159,134 -16%
HF
80
HRT Financial
New York
$16.4M +$13.8M +659,769 +492%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$16.2M +$148K +7,070 +0.9%
SIA
82
Strategic Investment Advisors
Michigan
$16.2M +$898K +42,824 +6%
IA
83
Inspire Advisors
Idaho
$15.6M +$2.22M +105,886 +16%
FIA
84
Foundations Investment Advisors
Arizona
$15.4M +$1.85M +88,358 +13%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$15.4M +$7.41M +353,258 +91%
CCA
86
Catalyst Capital Advisors
New York
$14.7M +$5.98M +285,103 +67%
Mariner
87
Mariner
Kansas
$14.6M +$2.26M +107,834 +18%
FWA
88
FORM Wealth Advisors
Wisconsin
$13.7M +$13.8M +660,296 New
CCM
89
Courage Capital Management
Tennessee
$13.4M
BCM
90
Brookstone Capital Management
Illinois
$13.4M -$667K -31,803 -5%
HFS
91
Hantz Financial Services
Michigan
$13.3M +$421K +20,076 +3%
GCM
92
Granby Capital Management
Florida
$12.9M -$1.26M -60,000 -9%
YCG
93
Yeomans Consulting Group
Georgia
$12.9M +$350K +16,688 +3%
AI
94
Atria Investments
North Carolina
$12.7M +$801K +38,177 +7%
MBTD
95
Mechanics Bank - Trust Department
California
$12.5M +$212K +10,095 +2%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$12.1M -$181K -8,641 -1%
DADC
97
D.A. Davidson & Co
Montana
$11.8M -$47.5K -2,266 -0.4%
TW
98
Transform Wealth
Colorado
$11.8M -$6.98M -332,626 -37%
OMC
99
Old Mission Capital
Illinois
$11.2M +$11.3M +540,528 New
ACM
100
Ashford Capital Management
Delaware
$11.2M +$11.3M +539,112 New

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.