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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
WWM
176
WT Wealth Management
Arizona
$3.12M +$1.67M +79,660 +112%
IWC
177
Integrated Wealth Concepts
Massachusetts
$3.1M +$517K +24,676 +20%
HWA
178
HCR Wealth Advisors
California
$3.08M -$37.9K -1,806 -1%
AP
179
Appleton Partners
Massachusetts
$3.02M +$128K +6,093 +4%
JSAM
180
J. Safra Asset Management
New York
$2.95M +$143K +6,801 +5%
MPCG
181
Matrix Private Capital Group
New York
$2.94M +$94.6K +4,511 +3%
TT
182
TI-Trust
Illinois
$2.79M
PWM
183
Perigon Wealth Management
California
$2.76M -$1.31M -62,517 -32%
MLM
184
Mount Lucas Management
Pennsylvania
$2.71M -$16.3K -777 -0.6%
WS
185
Wedbush Securities
California
$2.67M +$155K +7,386 +6%
DF
186
Donoghue Forlines
Massachusetts
$2.67M +$2.7M +128,827 New
Millennium Management
187
Millennium Management
New York
$2.67M +$314K +14,950 +13%
NG
188
Novem Group
New York
$2.6M -$35.7K -1,700 -1%
BFA
189
Brendel Financial Advisors
New Hampshire
$2.59M -$75.2K -3,586 -3%
Fiera Capital (Canada)
190
Fiera Capital (Canada)
Quebec, Canada
$2.59M
AWM
191
AE Wealth Management
Kansas
$2.58M +$1.55K +74 +0.1%
BWM
192
Brown Wealth Management
Illinois
$2.52M +$2.55M +121,793 New
SF
193
Synovus Financial
Georgia
$2.5M +$125K +5,964 +5%
GDP
194
Great Diamond Partners
Maine
$2.46M +$49.8K +2,377 +2%
AF
195
Advisornet Financial
Minnesota
$2.44M +$2.45M +116,882 +13,103%
TCM
196
Tradewinds Capital Management
Washington
$2.42M +$247K +11,756 +11%
BSG
197
Black Swift Group
Colorado
$2.4M +$113K +5,375 +5%
CIA
198
Concurrent Investment Advisors
Florida
$2.4M +$913K +43,535 +60%
DWM
199
Destination Wealth Management
California
$2.39M +$3.67K +175 +0.2%
PA
200
Perennial Advisors
New York
$2.36M -$191K -9,093 -7%

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.