We are live on ! Find out more
BKLN icon

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
FWA
101
FORM Wealth Advisors
Wisconsin
$6.39M -$3.17M -153,701 -33%
AF
102
Advisornet Financial
Minnesota
$6.28M +$181K +8,781 +3%
SW
103
Simplicity Wealth
New Jersey
$6.19M +$87.6K +4,243 +1%
CAP
104
Cordoba Advisory Partners
New York
$6.13M +$6.2M +300,174 New
Russell Investments Group
105
Russell Investments Group
United Kingdom
$6.12M +$5.16M +250,000 +500%
CTC
106
Central Trust Company
Missouri
$6.1M +$297K +14,375 +5%
SI
107
Stephens Inc
Arkansas
$6.04M
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$6.03M +$1.35M +65,255 +28%
CIA
109
Concurrent Investment Advisors
Florida
$5.96M +$2.09M +101,226 +53%
BCA
110
Bay Colony Advisors
Massachusetts
$5.58M +$59.4K +2,876 +1%
N
111
Nuveen
North Carolina
$5.28M -$56.6M -2,741,474 -91%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$5.21M -$5.9M -285,714 -53%
TNBTD
113
Trustmark National Bank Trust Department
Mississippi
$5.12M -$5.15M -249,418 -50%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$5.11M +$77.7K +3,762 +2%
Macquarie Group
115
Macquarie Group
Australia
$5.1M
Baird Financial Group
116
Baird Financial Group
Wisconsin
$5.03M +$981K +47,483 +24%
RWM
117
Ritholtz Wealth Management
New York
$4.99M +$1.12M +54,320 +29%
WS
118
Wedbush Securities
California
$4.76M -$524K -25,355 -10%
PCMM
119
Piedmont Capital Management (Montana)
Montana
$4.76M +$160K +7,726 +3%
FCBT
120
First Citizens Bank & Trust
North Carolina
$4.6M +$26.3K +1,272 +0.6%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$4.6M +$4.6M +222,929 +10,074%
Group One Trading
122
Group One Trading
Illinois
$4.57M +$4.62M +223,912 New
FAP
123
Financial Advisory Partners
Florida
$4.51M +$22.2K +1,074 +0.5%
Walleye Trading
124
Walleye Trading
New York
$4.45M +$4.5M +218,107 New
AFP
125
Ausdal Financial Partners
Iowa
$4.32M +$221K +10,704 +5%

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.