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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
BCM
76
Brookstone Capital Management
Illinois
$13.3M -$213K -10,256 -2%
DADC
77
D.A. Davidson & Co
Montana
$13M +$1.12M +53,806 +9%
MBTD
78
Mechanics Bank - Trust Department
California
$13M +$366K +17,615 +3%
Jane Street
79
Jane Street
New York
$12.9M -$59.7M -2,877,813 -82%
CAM
80
Cresset Asset Management
Illinois
$12.9M +$2.16M +104,100 +20%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$12.2M -$20.4K -981 -0.2%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$11.7M +$824K +39,682 +8%
1832 Asset Management
83
1832 Asset Management
Ontario, Canada
$11.6M -$48.7M -2,343,987 -81%
CL
84
CIM LLC
New York
$10.8M +$413K +19,913 +4%
FIA
85
Foundations Investment Advisors
Arizona
$10.7M -$4.8M -231,443 -31%
TNBTD
86
Trustmark National Bank Trust Department
Mississippi
$10.5M +$230K +11,066 +2%
LMGAM
87
Liberty Mutual Group Asset Management
Massachusetts
$10.5M +$10.4M +500,000 New
OWSCM
88
One William Street Capital Management
New York
$10.5M +$10.4M +500,000 New
EP
89
Edgestream Partners
New Jersey
$10.4M +$6.72M +323,843 +188%
NYLIM
90
New York Life Investment Management
New York
$10.3M -$24.5M -1,180,264 -71%
FWA
91
FORM Wealth Advisors
Wisconsin
$10.2M -$3.56M -171,372 -26%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$10.2M -$637K -30,689 -6%
CC
93
Centiva Capital
New York
$10M +$9.93M +478,193 New
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$9.44M +$3.27M +157,417 +54%
EC
95
Estate Counselors
Wisconsin
$9.32M +$9.24M +445,295 New
SIM
96
SSI Investment Management
California
$9.04M -$823K -39,666 -8%
Truist Financial
97
Truist Financial
North Carolina
$9.03M +$1.05M +50,463 +13%
MSAM
98
Moloney Securities Asset Management
Missouri
$8.8M +$202K +9,716 +2%
PAS
99
Park Avenue Securities
New York
$8.5M +$428K +20,611 +5%
NRI
100
NFP Retirement Inc
California
$8.46M +$8.39M +404,387 New

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.