We are live on ! Find out more
BKLN icon

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
TCM
176
TT Capital Management
California
$2.38M +$755K +36,346 +47%
AA
177
Advisory Alpha
Michigan
$2.37M -$3.02M -145,639 -56%
CastleKeep Investment Advisors
178
CastleKeep Investment Advisors
Connecticut
$2.33M -$20.1K -969 -0.9%
PA
179
Perennial Advisors
New York
$2.32M -$67K -3,229 -3%
VFIA
180
Virtus Fixed Income Advisers
Connecticut
$2.26M +$2.24M +107,960 New
Wealthfront Advisers
181
Wealthfront Advisers
California
$2.24M +$80.9K +3,896 +4%
VFS
182
Valpey Financial Services
New Hampshire
$2.23M +$2.21M +106,661 New
BEI
183
Benjamin Edwards Inc
Missouri
$2.22M +$2.2M +105,904 New
IAN
184
Integrated Advisors Network
Texas
$2.2M +$1.35M +65,071 +163%
CST
185
Charles Schwab Trust
Nevada
$2.19M -$57.4K -2,764 -3%
SF
186
Synovus Financial
Georgia
$2.12M -$406K -19,538 -16%
MIM
187
MetLife Investment Management
New Jersey
$2.09M -$4.15M -200,000 -67%
BI
188
Bramshill Investments
Florida
$2.09M -$3.53M -170,000 -63%
CCMG
189
Clark Capital Management Group
Pennsylvania
$2.08M +$2.07M +99,540 New
JWCA
190
J.W. Cole Advisors
Florida
$2.03M +$866K +41,703 +75%
GAMC
191
Garner Asset Management Corp
Texas
$2.01M -$301K -14,513 -13%
SFA
192
Sequoia Financial Advisors
Ohio
$1.99M -$3.94M -189,839 -67%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$1.95M -$5.2M -250,304 -73%
IFG
194
Independent Financial Group
California
$1.94M +$153K +7,350 +9%
CCFM
195
Clear Creek Financial Management
Washington
$1.93M +$295K +14,199 +18%
AWM
196
Apollon Wealth Management
South Carolina
$1.85M -$308K -14,813 -14%
SEIA
197
Signature Estate & Investment Advisors
California
$1.85M +$270K +13,014 +17%
IA
198
IFG Advisors
Missouri
$1.84M +$94.4K +4,547 +5%
FA
199
Fiduciary Alliance
South Carolina
$1.83M +$1.82M +87,694 New
SC
200
Sykon Capital
New York
$1.8M +$1.79M +86,134 New

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.