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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
MFG
126
Merit Financial Group
Georgia
$4.21M -$653K -31,608 -13%
KAS
127
Kestra Advisory Services
Texas
$4.08M +$337K +16,306 +9%
OCM
128
Oaktree Capital Management
California
$4.08M +$4.13M +200,020 New
JSAM
129
J. Safra Asset Management
New York
$3.9M +$272K +13,148 +7%
AWM
130
AE Wealth Management
Kansas
$3.75M +$960K +46,494 +34%
TCG
131
Transcendent Capital Group
Oklahoma
$3.69M +$3.74M +180,941 New
AAS
132
Asset Allocation Strategies
Michigan
$3.62M -$441K -21,343 -11%
SEI Investments
133
SEI Investments
Pennsylvania
$3.56M -$72.4M -3,503,720 -95%
GC
134
Grimes & Company
Massachusetts
$3.55M -$121K -5,841 -3%
OA
135
Oasis Advisors
Iowa
$3.55M +$54M +2,615,914 +2,801%
BFC
136
Blue Fin Capital
Rhode Island
$3.53M +$159K +7,696 +5%
MPCG
137
Matrix Private Capital Group
New York
$3.45M -$306K -14,805 -8%
GAA
138
Guardian Asset Advisors
Pennsylvania
$3.4M -$903K -43,709 -21%
RCG
139
Regatta Capital Group
California
$3.36M +$556K +26,901 +20%
MLM
140
Mount Lucas Management
Pennsylvania
$3.32M +$424K +20,526 +14%
ML
141
McAdam LLC
Pennsylvania
$3.32M -$57K -2,762 -2%
Stifel Financial
142
Stifel Financial
Missouri
$3.3M +$743K +35,978 +29%
AP
143
Appleton Partners
Massachusetts
$3.3M +$109K +5,290 +3%
KWM
144
Kingsview Wealth Management
Oregon
$3.29M -$2.75M -133,091 -45%
TT
145
TI-Trust
Illinois
$3.19M
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$3.19M -$1.97M -95,546 -38%
SWM
147
Spire Wealth Management
Virginia
$3.14M +$8.47K +410 +0.3%
MWM
148
Mittelman Wealth Management
Massachusetts
$3.13M +$412K +19,936 +15%
WPW
149
Winthrop Partners - WNY
New York
$3.11M -$83.9K -4,062 -3%
AHC
150
Adell Harriman & Carpenter
Texas
$3.11M -$34.4K -1,665 -1%

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.