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Invesco Senior Loan ETF
BKLN

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: 521 → 502 (-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: 31 → 27 (-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

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$129M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$79.6M
3
Bank of America
Bank of America
North Carolina
+$77M
4
BCC
Bain Capital Credit
Massachusetts
+$38.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$185M
2
Barclays
Barclays
United Kingdom
-$167M
3
JP Morgan Chase
JP Morgan Chase
New York
-$75.3M
4
Morgan Stanley
Morgan Stanley
New York
-$56.1M
5
BlackRock
BlackRock
New York
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
151
Mariner
Kansas
$2.95M -$291K -13,898 -9%
HighTower Advisors
152
HighTower Advisors
Illinois
$2.94M +$271K +12,949 +10%
RAM
153
Riggs Asset Management
Pennsylvania
$2.94M -$244K -11,667 -8%
RCG
154
Regatta Capital Group
California
$2.88M +$2.39M +113,919 +486%
MLM
155
Mount Lucas Management
Pennsylvania
$2.87M +$155K +7,416 +6%
Deutsche Bank
156
Deutsche Bank
Germany
$2.87M -$1.83M -87,182 -39%
BFA
157
Brendel Financial Advisors
New Hampshire
$2.86M +$253K +12,075 +10%
MWM
158
Mittelman Wealth Management
Massachusetts
$2.84M +$1.83M +87,197 +180%
Kovitz Investment Group Partners
159
Kovitz Investment Group Partners
Illinois
$2.83M +$122K +5,831 +5%
AWM
160
AE Wealth Management
Kansas
$2.8M +$75.8K +3,619 +3%
TCM
161
TT Capital Management
California
$2.75M +$375K +17,913 +16%
PIWA
162
Prevail Innovative Wealth Advisors
Kansas
$2.69M -$417K -19,912 -13%
GDP
163
Great Diamond Partners
Maine
$2.69M +$179K +8,549 +7%
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$2.68M -$76.6K -3,656 -3%
Loomis, Sayles & Company
165
Loomis, Sayles & Company
Massachusetts
$2.68M – – –
WWM
166
WT Wealth Management
Arizona
$2.67M -$273K -13,025 -9%
NG
167
Novem Group
New York
$2.67M -$88.6K -4,229 -3%
PWM
168
Perigon Wealth Management
California
$2.66M -$112K -5,367 -4%
Fiera Capital (Canada)
169
Fiera Capital (Canada)
Quebec, Canada
$2.62M – – –
AIP
170
Arrowpoint Investment Partners
Singapore
$2.61M +$2.61M +124,700 New
IWC
171
Integrated Wealth Concepts
Massachusetts
$2.58M -$174K -8,288 -6%
DWM
172
Destination Wealth Management
California
$2.56M -$147 -7 -0%
Stifel Financial
173
Stifel Financial
Missouri
$2.5M -$81K -3,869 -3%
TCM
174
Tradewinds Capital Management
Washington
$2.45M +$37.8K +1,806 +2%
ABA
175
American Beacon Advisors
Texas
$2.45M -$2.6M -124,376 -52%
5 6
7
8 9

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.