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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
RAM
151
Riggs Asset Management
Pennsylvania
$3.18M -$297K -14,311 -9%
HWA
152
HCR Wealth Advisors
California
$3.17M +$59.4K +2,862 +2%
GC
153
Guidance Capital
Kentucky
$3.14M -$53.9K -2,596 -2%
JSAM
154
J. Safra Asset Management
New York
$3.12M +$130K +6,268 +4%
PIWA
155
Prevail Innovative Wealth Advisors
Kansas
$3.11M -$67.7K -3,263 -2%
AP
156
Appleton Partners
Massachusetts
$3.05M +$2.6K +125 +0.1%
NPT
157
National Philanthropic Trust
Pennsylvania
$2.99M +$2.97M +143,061 New
WWM
158
WT Wealth Management
Arizona
$2.94M -$207K -9,954 -7%
FCC
159
Florin Court Capital
United Kingdom
$2.93M +$870K +41,900 +43%
PWM
160
Perigon Wealth Management
California
$2.77M -$15.7K -756 -0.6%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$2.77M +$423K +20,373 +18%
NG
162
Novem Group
New York
$2.75M +$122K +5,871 +5%
IWC
163
Integrated Wealth Concepts
Massachusetts
$2.75M -$382K -18,401 -12%
AWM
164
AE Wealth Management
Kansas
$2.72M +$116K +5,575 +4%
Kovitz Investment Group Partners
165
Kovitz Investment Group Partners
Illinois
$2.71M -$4.58M -220,595 -63%
MLM
166
Mount Lucas Management
Pennsylvania
$2.71M -$24.6K -1,185 -0.9%
TSS
167
Two Sigma Securities
New York
$2.68M -$3.48M -167,413 -57%
Loomis, Sayles & Company
168
Loomis, Sayles & Company
Massachusetts
$2.68M -$5.81M -280,000 -69%
HighTower Advisors
169
HighTower Advisors
Illinois
$2.67M +$366K +17,630 +16%
Fiera Capital (Canada)
170
Fiera Capital (Canada)
Quebec, Canada
$2.62M
BFA
171
Brendel Financial Advisors
New Hampshire
$2.61M -$10.2K -490 -0.4%
Stifel Financial
172
Stifel Financial
Missouri
$2.58M -$661K -31,826 -20%
DWM
173
Destination Wealth Management
California
$2.56M +$139K +6,686 +6%
GDP
174
Great Diamond Partners
Maine
$2.51M +$22.2K +1,069 +0.9%
TCM
175
Tradewinds Capital Management
Washington
$2.41M -$29K -1,399 -1%

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.