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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
ML
151
McAdam LLC
Pennsylvania
$4.33M -$489K -23,340 -10%
CPBTD
152
Central Pacific Bank - Trust Division
Hawaii
$4.33M -$34.1K -1,625 -0.8%
BCA
153
Bay Colony Advisors
Massachusetts
$4.3M -$290K -13,836 -6%
SWM
154
Spire Wealth Management
Virginia
$4.07M +$679K +32,370 +20%
CTC
155
Central Trust Company
Missouri
$4.04M +$268K +12,801 +7%
AFP
156
Ausdal Financial Partners
Iowa
$3.99M +$86.4K +4,122 +2%
FAP
157
Financial Advisory Partners
Florida
$3.85M +$27K +1,286 +0.7%
PCMM
158
Piedmont Capital Management (Montana)
Montana
$3.84M +$384K +18,322 +11%
GIO
159
Galilei Investment Office
United Kingdom
$3.83M -$2.1M -100,073 -35%
TC
160
TownSquare Capital
Utah
$3.82M +$3.87M +184,384 New
GA
161
GoalVest Advisory
New York
$3.73M +$2.93M +139,519 +344%
EP
162
Edgestream Partners
New Jersey
$3.57M -$3.28M -156,381 -48%
AC
163
AlphaCore Capital
California
$3.52M +$3.56M +169,953 New
GAA
164
Guardian Asset Advisors
Pennsylvania
$3.48M +$95.6K +4,558 +3%
RAM
165
Riggs Asset Management
Pennsylvania
$3.44M -$60.1K -2,868 -2%
BCA
166
Bay Capital Advisors
Virginia
$3.44M +$373K +17,771 +12%
OPA
167
Old Port Advisors
Maine
$3.43M +$283K +13,484 +9%
PIA
168
Pinion Investment Advisors
Kansas
$3.3M +$2.79M +133,107 +506%
Stifel Financial
169
Stifel Financial
Missouri
$3.21M +$911K +43,434 +39%
AHC
170
Adell Harriman & Carpenter
Texas
$3.19M -$331K -15,800 -9%
FCBT
171
First Citizens Bank & Trust
North Carolina
$3.19M +$77K +3,671 +2%
GC
172
Guidance Capital
Kentucky
$3.18M +$837K +39,916 +35%
BFC
173
Blue Fin Capital
Rhode Island
$3.18M +$53.2K +2,536 +2%
TM
174
TigerOak Management
New Mexico
$3.15M +$297K +14,161 +10%
PIWA
175
Prevail Innovative Wealth Advisors
Kansas
$3.14M -$36.1K -1,723 -1%

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.