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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
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$7.88M -$1.82M -87,800 -19%
First Manhattan
102
First Manhattan
New York
$7.32M
SI
103
Stephens Inc
Arkansas
$7.05M -$318K -15,310 -4%
Pathstone Holdings
104
Pathstone Holdings
New Jersey
$6.89M -$1.16M -56,052 -15%
YCG
105
Yeomans Consulting Group
Georgia
$6.72M -$6.27M -302,101 -48%
MGIA
106
Matthew Goff Investment Advisor
Texas
$6.54M -$968K -46,644 -13%
AWM
107
Angeles Wealth Management
California
$6.49M -$121K -5,850 -2%
DWM
108
Diversify Wealth Management
Utah
$6.43M +$948K +45,670 +17%
SA
109
SAM Advisors
California
$6.04M +$339K +16,352 +6%
CWM
110
Congress Wealth Management
Massachusetts
$5.91M -$296K -14,273 -5%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$5.67M +$1.01M +48,580 +22%
CCM
112
Crabel Capital Management
California
$5.45M +$3.24M +156,154 +150%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$5.32M -$3.16M -152,378 -37%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$5.31M -$660K -31,791 -11%
APF
115
Alaska Permanent Fund
Alaska
$5.23M
PAMP
116
Polar Asset Management Partners
Ontario, Canada
$5.23M +$5.19M +250,000 New
TI
117
Tidal Investments
Wisconsin
$5.18M -$765K -36,871 -13%
MFG
118
Merit Financial Group
Georgia
$5.15M -$1.74M -83,745 -25%
Comerica Bank
119
Comerica Bank
Texas
$5.11M +$359K +17,316 +8%
ABA
120
American Beacon Advisors
Texas
$5.05M +$5.01M +241,497 New
BCA
121
Bay Capital Advisors
Virginia
$5.04M +$1.56M +74,949 +45%
WS
122
Wedbush Securities
California
$5.02M +$2.31M +111,133 +86%
SWM
123
Spire Wealth Management
Virginia
$4.93M +$808K +38,934 +20%
BCA
124
Bay Colony Advisors
Massachusetts
$4.9M +$550K +26,490 +13%
FCBT
125
First Citizens Bank & Trust
North Carolina
$4.83M +$1.59M +76,537 +50%

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.