We are live on ! Find out more
BKLN icon

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
CastleKeep Investment Advisors
201
CastleKeep Investment Advisors
Connecticut
$2.33M +$2.36M +112,404 New
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$2.31M +$141K +6,723 +6%
GAMC
203
Garner Asset Management Corp
Texas
$2.29M +$432K +20,600 +23%
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$2.28M -$13.3M -636,265 -85%
HighTower Advisors
205
HighTower Advisors
Illinois
$2.28M +$238K +11,366 +12%
CST
206
Charles Schwab Trust
Nevada
$2.22M +$156K +7,460 +7%
TCWM
207
Total Clarity Wealth Management
Illinois
$2.17M
CCM
208
Crabel Capital Management
California
$2.16M +$117K +5,564 +6%
AWM
209
Apollon Wealth Management
South Carolina
$2.14M -$1.26M -59,934 -37%
Wealthfront Advisers
210
Wealthfront Advisers
California
$2.13M +$208K +9,903 +11%
WF
211
Welch & Forbes
Massachusetts
$2.13M -$105K -5,000 -5%
FCC
212
Florin Court Capital
United Kingdom
$2.03M -$3.16M -150,700 -61%
AWS
213
Atria Wealth Solutions
New York
$2.01M -$999K -47,638 -33%
TCM
214
Triumph Capital Management
Colorado
$2.01M +$133K +6,352 +7%
ETC
215
Exchange Traded Concepts
Oklahoma
$1.98M +$590K +28,113 +42%
KWM
216
Kingsview Wealth Management
Oregon
$1.91M +$547K +26,106 +40%
SFG
217
Sage Financial Group
Pennsylvania
$1.9M -$1.85M -87,984 -49%
Northern Trust
218
Northern Trust
Illinois
$1.85M +$1.87M +89,208 New
BCI
219
Brinker Capital Investments
Pennsylvania
$1.83M +$858K +40,930 +86%
OPS
220
Orion Portfolio Solutions
Nebraska
$1.83M +$858K +40,930 +86%
IFG
221
Independent Financial Group
California
$1.76M +$395K +18,853 +28%
MMA
222
Miracle Mile Advisors
California
$1.73M -$317K -15,099 -15%
IA
223
IFG Advisors
Missouri
$1.73M +$1.75M +83,342 New
DFCM
224
Dark Forest Capital Management
Puerto Rico
$1.72M -$2.67M -127,340 -61%
VAM
225
Verity Asset Management
North Carolina
$1.64M -$210K -9,990 -11%

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.