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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
BCA
151
Bay Capital Advisors
Virginia
$3.1M -$388K -18,794 -11%
OPA
152
Old Port Advisors
Maine
$3.04M +$122K +5,902 +4%
AI
153
Auour Investments
Massachusetts
$2.95M +$2.98M +144,519 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$2.92M +$589K +28,501 +25%
NPT
155
National Philanthropic Trust
Pennsylvania
$2.92M
HighTower Advisors
156
HighTower Advisors
Illinois
$2.91M +$23.5K +1,136 +0.8%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$2.91M -$1.03M -50,069 -26%
FFG
158
Fiduciary Financial Group
California
$2.89M +$299K +14,480 +11%
CST
159
Charles Schwab Trust
Nevada
$2.86M +$549K +26,588 +23%
WWM
160
WT Wealth Management
Arizona
$2.81M +$387K +18,751 +16%
FA
161
Fiduciary Alliance
South Carolina
$2.71M +$49.2K +2,383 +2%
Simplex Trading
162
Simplex Trading
Illinois
$2.7M +$2.73M +132,284 New
CCMG
163
Clark Capital Management Group
Pennsylvania
$2.66M +$245K +11,849 +10%
GSEP
164
Golden State Equity Partners
California
$2.65M +$1.6M +77,559 +148%
PA
165
Perennial Advisors
New York
$2.6M -$1.07K -52 -0%
SEIA
166
Signature Estate & Investment Advisors
California
$2.58M +$499K +24,175 +24%
Fiera Capital (Canada)
167
Fiera Capital (Canada)
Quebec, Canada
$2.55M
TSS
168
Two Sigma Securities
New York
$2.5M -$1.53M -73,874 -38%
PCA
169
Peddock Capital Advisors
Massachusetts
$2.5M +$96.7K +4,682 +4%
VFS
170
Valpey Financial Services
New Hampshire
$2.48M +$74.7K +3,616 +3%
Deutsche Bank
171
Deutsche Bank
Germany
$2.44M +$250K +12,089 +11%
DWM
172
Destination Wealth Management
California
$2.4M -$82.3K -3,985 -3%
IA
173
IFG Advisors
Missouri
$2.4M +$268K +12,999 +12%
TCM
174
Tradewinds Capital Management
Washington
$2.38M -$64.8K -3,139 -3%
Mariner
175
Mariner
Kansas
$2.34M -$228K -11,057 -9%

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.