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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
AWA
201
Aletheian Wealth Advisors
Washington
$1.68M +$113K +5,405 +7%
WA
202
Waverly Advisors
Alabama
$1.64M +$129K +6,160 +9%
IPW
203
Impact Partnership Wealth
Georgia
$1.62M +$849K +40,563 +111%
Mirae Asset Global Investments
204
Mirae Asset Global Investments
South Korea
$1.59M +$629K +30,030 +66%
GRP
205
Global Retirement Partners
California
$1.58M +$368K +17,562 +30%
PAG
206
Private Advisor Group
New Jersey
$1.58M -$55.4K -2,645 -3%
WTC
207
WhitTier Trust Company
Nevada
$1.57M
IWN
208
Independent Wealth Network
Iowa
$1.54M +$234K +11,181 +18%
PFS
209
Prospera Financial Services
Texas
$1.54M +$18.2K +871 +1%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$1.49M +$139K +6,632 +10%
MA
211
Mutual Advisors
Nebraska
$1.47M +$1.21M +57,566 +443%
SFA
212
Sequoia Financial Advisors
Ohio
$1.46M -$533K -25,436 -27%
SFC
213
Strategic Financial Concepts
Texas
$1.44M -$49.4K -2,358 -3%
ETC
214
Exchange Traded Concepts
Oklahoma
$1.44M +$223K +10,666 +18%
HW
215
Hancock Whitney
Mississippi
$1.43M +$1.19M +56,973 +496%
Jones Financial Companies
216
Jones Financial Companies
Missouri
$1.43M +$458K +21,851 +47%
TPCW
217
TD Private Client Wealth
New York
$1.4M +$99.1K +4,734 +8%
TCWM
218
Total Clarity Wealth Management
Illinois
$1.37M -$40.3K -1,924 -3%
FA
219
FC Advisory
Pennsylvania
$1.35M -$32.6K -1,555 -2%
LBWM
220
Left Brain Wealth Management
Illinois
$1.34M +$44.3K +2,114 +3%
AUIM
221
Aegon USA Investment Management
Iowa
$1.32M +$565K +27,000 +75%
SFG
222
Sage Financial Group
Pennsylvania
$1.31M -$175K -8,376 -12%
VCM
223
Virtue Capital Management
Tennessee
$1.29M -$3.4M -162,541 -97%
TCM
224
Triumph Capital Management
Colorado
$1.27M -$306K -14,610 -19%
SB
225
SIG Brokerage
New York
$1.26M

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.