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Invesco Senior Loan ETF

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: 521502 (-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: 3127 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
176
Wealthfront Advisers
California
$2.43M +$196K +9,353 +9%
PA
177
Perennial Advisors
New York
$2.42M +$103K +4,901 +4%
CST
178
Charles Schwab Trust
Nevada
$2.38M +$195K +9,331 +9%
VFS
179
Valpey Financial Services
New Hampshire
$2.35M +$113K +5,419 +5%
CastleKeep Investment Advisors
180
CastleKeep Investment Advisors
Connecticut
$2.34M +$5.13K +245 +0.2%
AAS
181
Asset Allocation Strategies
Michigan
$2.33M +$571K +27,261 +32%
GAMC
182
Garner Asset Management Corp
Texas
$2.31M +$300K +14,308 +15%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$2.31M +$362K +17,290 +19%
FA
184
Fiduciary Alliance
South Carolina
$2.3M +$467K +22,319 +25%
CCMG
185
Clark Capital Management Group
Pennsylvania
$2.22M +$133K +6,350 +6%
IFG
186
Independent Financial Group
California
$2.21M +$276K +13,158 +14%
IAN
187
Integrated Advisors Network
Texas
$2.21M +$10.3K +493 +0.5%
HH
188
Hilltop Holdings
Texas
$2.2M +$1.32M +63,250 +151%
FFG
189
Fiduciary Financial Group
California
$2.15M +$662K +31,624 +44%
SEIA
190
Signature Estate & Investment Advisors
California
$2.1M +$251K +12,006 +14%
MIM
191
MetLife Investment Management
New Jersey
$2.09M
JWCA
192
J.W. Cole Advisors
Florida
$2.09M +$56.3K +2,690 +3%
BPA
193
Beacon Pointe Advisors
California
$1.94M +$1.67M +79,903 +628%
FFS
194
Founders Financial Securities
Maryland
$1.94M +$238K +11,354 +14%
IA
195
IFG Advisors
Missouri
$1.91M +$74.3K +3,550 +4%
AC
196
AlphaCore Capital
California
$1.84M +$1.8M +86,021 +4,841%
VCP
197
Verus Capital Partners
Arizona
$1.81M +$1.12M +53,655 +164%
PCA
198
Peddock Capital Advisors
Massachusetts
$1.8M +$9.15K +437 +0.5%
SF
199
Synovus Financial
Georgia
$1.7M -$420K -20,056 -20%
PCM
200
Prelude Capital Management
New York
$1.68M +$1.68M +80,340 New

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.