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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
OBWG
101
Onyx Bridge Wealth Group
New York
$11M +$10.9M +519,727 +3,960%
FTUS
102
Flow Traders U.S.
New York
$10.9M +$11M +526,729 New
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$10.8M -$558K -26,600 -5%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$10.7M -$227K -10,833 -2%
CAM
105
Cresset Asset Management
Illinois
$10.6M +$1.25M +59,464 +13%
JRCM
106
Jones Road Capital Management
New York
$10.5M -$884K -42,152 -8%
CL
107
CIM LLC
New York
$10.2M +$242K +11,560 +2%
TNBTD
108
Trustmark National Bank Trust Department
Mississippi
$10.2M -$49.1K -2,343 -0.5%
SIM
109
SSI Investment Management
California
$9.77M -$596K -28,429 -6%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$9.62M +$1.27M +60,774 +15%
First Eagle Investment Management
111
First Eagle Investment Management
New York
$9.12M +$3.9M +185,931 +75%
MSAM
112
Moloney Securities Asset Management
Missouri
$8.51M -$754K -35,942 -8%
Loomis, Sayles & Company
113
Loomis, Sayles & Company
Massachusetts
$8.45M -$6.27M -299,000 -42%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$8.41M -$69.2K -3,299 -0.8%
Victory Capital Management
115
Victory Capital Management
Texas
$8.28M +$8.39M +400,000 New
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$8M +$5.39M +257,117 +200%
PAS
117
Park Avenue Securities
New York
$7.99M +$345K +16,454 +4%
Truist Financial
118
Truist Financial
North Carolina
$7.89M -$491K -23,405 -6%
CA
119
Clearstead Advisors
Ohio
$7.86M +$7.96M +379,702 New
SW
120
Simplicity Wealth
New Jersey
$7.79M +$7.89M +376,219 New
MGIA
121
Matthew Goff Investment Advisor
Texas
$7.44M +$304K +14,477 +4%
IGAM
122
iA Global Asset Management
Quebec, Canada
$7.31M
SI
123
Stephens Inc
Arkansas
$7.3M +$49.8K +2,375 +0.7%
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$7.25M -$5.8M -276,721 -44%
First Manhattan
125
First Manhattan
New York
$7.25M

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.