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Invesco Senior Loan ETF

502 hedge funds and large institutions have $5.69B invested in Invesco Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 224 increasing their positions, 147 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 147

3% less capital invested

Capital invested by funds: $5.88B → $5.69B (-$194M)

1.72% less ownership

Funds ownership: 85.82%84.1% (-1.7%)

4% less funds holding

Funds holding: 521502 (-19)

13% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 55

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18.4M

Holders
502
Holders Change
-19
Holders Change %
-3.65%
% of All Funds
6.59%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.35%
New
48
Increased
224
Reduced
147
Closed
55
Calls
Puts
$18.4M
Net Calls
-$18.4M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
126
Central Pacific Bank - Trust Division
Hawaii
$4.03M +$115K +5,490 +3%
TSS
127
Two Sigma Securities
New York
$3.88M +$1.2M +57,520 +45%
MPCG
128
Matrix Private Capital Group
New York
$3.86M +$344K +16,425 +10%
BCI
129
Brinker Capital Investments
Pennsylvania
$3.82M -$995K -47,514 -21%
FCC
130
Florin Court Capital
United Kingdom
$3.82M +$892K +42,600 +30%
AA
131
Advisory Alpha
Michigan
$3.76M +$1.39M +66,518 +59%
GC
132
Guidance Capital
Kentucky
$3.68M +$542K +25,868 +17%
JHC
133
J. Hagan Capital
Kentucky
$3.66M +$215K +10,278 +6%
GC
134
Grimes & Company
Massachusetts
$3.65M +$108K +5,149 +3%
ML
135
McAdam LLC
Pennsylvania
$3.62M -$515K -24,589 -12%
SAMU
136
SONA Asset Management (US)
New York
$3.5M +$3.5M +167,224 New
CIA
137
Concurrent Investment Advisors
Florida
$3.49M +$227K +10,822 +7%
SC
138
Sykon Capital
New York
$3.38M +$1.58M +75,273 +87%
JSAM
139
J. Safra Asset Management
New York
$3.38M +$258K +12,338 +8%
HWA
140
HCR Wealth Advisors
California
$3.37M +$206K +9,860 +7%
EP
141
Edgestream Partners
New Jersey
$3.37M -$7.02M -335,306 -68%
BFC
142
Blue Fin Capital
Rhode Island
$3.33M +$92.4K +4,411 +3%
CCM
143
Crabel Capital Management
California
$3.32M -$2.13M -101,822 -39%
TT
144
TI-Trust
Illinois
$3.28M
AHC
145
Adell Harriman & Carpenter
Texas
$3.23M +$12.6K +600 +0.4%
AP
146
Appleton Partners
Massachusetts
$3.17M +$121K +5,768 +4%
CCFM
147
Clear Creek Financial Management
Washington
$3.12M +$1.19M +56,854 +62%
OPA
148
Old Port Advisors
Maine
$3.01M -$192K -9,187 -6%
NPT
149
National Philanthropic Trust
Pennsylvania
$2.99M
PF
150
PlanWiser Financial
Colorado
$2.96M +$2.96M +141,534 New

BKLN Hedge Fund Activity: Q3 2025 in Review

502 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q3 2025, worth a combined $5.69B — down 3.3% from $5.88B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of BKLN and 48 opened new positions — a net loss of 7 holders — while 147 trimmed existing stakes and 224 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $129M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $185M.

  • 502 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q3 2025, down from 521 in Q2 2025.
  • Funds reported $5.69B of Invesco Senior Loan ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
  • 48 funds opened new Invesco Senior Loan ETF positions in Q3 2025 and 55 closed out, a net change of -7 holders.
  • The largest Invesco Senior Loan ETF buyer in Q3 2025 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $129M added.
  • The largest Invesco Senior Loan ETF seller in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $185M sold.

Based on aggregated 13F filings for Q3 2025.