Invesco Senior Loan ETFBKLNETF
13F holders, Q1 2025 (March 31)541holders +1
72new positions
61sold out
2famous investors
$20.70avg. 13F price*
At the end of Q1 2025, 541 institutions reported holding Invesco Senior Loan ETF (BKLN) in their 13F filings, up 1 from Q4 2024. 72 opened new positions and 61 sold out. The largest holders were Healthcare of Ontario Pension Plan Trust Fund ($470.9M), BlackRock, Inc. ($332.9M) and Invesco Ltd. ($230.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco Senior Loan ETF
- CUSIP
- 46138G508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $277.3M |
| Exits | 61 | $361.2M |
All 13F filers, Q4 2024 → Q1 2025: 50,381,816 shares bought and 86,498,661 shares sold, net −36,116,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| Healthcare of Ontario Pension Plan Trust Fund | 1.05% | No change | 22,749,987 | $470.9M |
| BlackRock, Inc. | 0.01% | Reduce -26.3% | 16,082,269 | $332.9M |
| Invesco Ltd. | 0.04% | Reduce -7.4% | 11,139,496 | $230.6M |
| Morgan Stanley | 0.02% | Add +17.3% | 10,696,865 | $221.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 6.54% | Add +4.4% | 10,228,132 | $211.7M |
| Manufacturers Life Insurance Company, The | 0.20% | Add +14.6% | 10,149,176 | $210.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +82.7% | 8,813,459 | $182.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.8% | 8,324,170 | $172.3M |
| Ensign Peak Advisors, Inc | 0.31% | Add +14.0% | 7,763,130 | $160.7M |
| Investment Management Corp of Ontario | 3.05% | Reduce -14.5% | 7,220,652 | $149.5M |
| Ameriprise Financial Inc. | 0.03% | Add +24.0% | 5,745,022 | $118.9M |
| TD Asset Management Inc | 0.10% | Reduce -72.8% | 5,057,341 | $104.7M |
| Counterpoint Mutual Funds LLC | 14.64% | No change | 4,937,232 | $102.2M |
| American Century Companies Inc. | 0.06% | Reduce -4.3% | 4,929,086 | $102.0M |
| Corebridge Financial, Inc. | 0.56% | New | 4,740,791 | $98.1M |
| Bank of America Corp. | 0.01% | Reduce -35.1% | 4,738,806 | $98.1M |
| III Capital Management | 34.75% | Reduce -15.5% | 4,719,614 | $97.7M |
| Lord, Abbett & Co. LLC | 0.36% | Reduce -47.4% | 4,693,825 | $97.2M |
| Ocean Park Asset Management, LLC | 3.43% | Reduce -74.3% | 4,668,134 | $96.6M |
| LPL Financial LLC | 0.03% | Add +0.1% | 4,270,526 | $88.4M |
| Aristotle Pacific Capital, LLC | 28.43% | Add +36.6% | 4,172,560 | $86.4M |
| 1607 Capital Partners, LLC | 6.90% | Add +24.0% | 4,138,600 | $85.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -8.7% | 3,933,736 | $81.4M |
| Diversify Advisory Services, LLC | 5.07% | Add +6.1% | 3,911,889 | $81.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -24.8% | 3,724,884 | $77.1M |
| Jane Street Group, LLC | 0.13% | Add +131.2% | 3,495,895 | $72.4M |
| Sei Investments Co. | 0.09% | Add +18.6% | 3,474,761 | $71.9M |
| Neuberger Berman Group LLC | 0.06% | No change | 3,352,325 | $69.4M |
| Sumitomo Life Insurance Co. | 2.48% | Add +7.9% | 3,347,454 | $69.3M |
| Citigroup Inc. | 0.05% | Add +61.8% | 3,343,012 | $69.2M |
| UBS Group AG | 0.01% | Reduce -5.2% | 3,210,167 | $66.5M |
| Wells Fargo & Company | 0.02% | Add +27.2% | 3,170,249 | $65.6M |
| Mariner Investment Group LLC | 25.35% | Add +515.3% | 3,081,946 | $63.8M |
| 1832 Asset Management L.P. | 0.11% | Add +177.4% | 2,896,817 | $60.0M |
| Nuveen, LLC | 0.02% | — | 2,853,914 | $59.1M |
| Calamos Advisors LLC | 0.41% | Add +1.8% | 2,841,231 | $58.8M |
| Bain Capital Credit, LP | 14.06% | Reduce -8.3% | 2,777,434 | $57.5M |
| Shenkman Capital Management Inc. | 46.79% | Add +153.3% | 2,724,105 | $56.2M |
| Assetmark, Inc. | 0.15% | Add +25.2% | 2,687,294 | $55.6M |
| Massachusetts Financial Services Co. | 0.02% | Add +73.9% | 2,597,850 | $53.8M |
| Sun Life Financial Inc. | 3.33% | Add +18.6% | 2,545,000 | $52.7M |
| Hikari Tsushin, Inc. | 3.45% | No change | 2,483,848 | $51.4M |
| Prudential PLC | 0.26% | Add +3.9% | 2,475,288 | $51.2M |
| BNP Paribas | 2.09% | Reduce -30.3% | 2,432,252 | $50.3M |
| Barclays PLC | 0.02% | Reduce -56.6% | 2,168,350 | $44.9M |
| JPMorgan Chase & Co. | 0.00% | Add +202.8% | 2,148,054 | $44.5M |
| CNO Financial Group, Inc. | 36.82% | — | 2,127,000 | $44.0M |
| Rockefeller Capital Management L.P. | 0.09% | Add +250.3% | 1,782,233 | $36.9M |
| Schroder Investment Management Group | 0.04% | Add +303.6% | 1,757,225 | $36.4M |
| RFG Holdings, Inc. | 11.68% | Add +7.8% | 1,735,212 | $35.9M |
| New York Life Investment Management LLC | 0.35% | Add +13.5% | 1,673,869 | $34.6M |
| WINTON GROUP Ltd | 2.10% | New | 1,662,700 | $34.4M |
| CIBC Asset Management Inc | 0.11% | Add +31.1% | 1,551,597 | $32.1M |
| Kensington Asset Management, LLC | 3.27% | No change | 1,503,940 | $31.1M |
| Raymond James Financial Inc. | 0.01% | Add +6.1% | 1,482,334 | $30.7M |
| APG Asset Management US Inc. | 0.23% | New | 1,480,000 | $30.7M |
| DSC Meridian Capital LP | 28.66% | Reduce -35.1% | 1,399,517 | $29.0M |
| CI Investments Inc. | 0.12% | Add +1930.8% | 1,344,362 | $27.8M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -3.3% | 1,334,445 | $26.9M |
| Man Group plc | 0.08% | Reduce -48.0% | 1,222,416 | $25.3M |
| Factory Mutual Insurance Co. | 0.29% | No change | 1,200,000 | $24.8M |
| Boothbay Fund Management, LLC | 0.88% | Reduce -13.4% | 1,177,579 | $24.4M |
| Franklin Resources Inc. | 0.01% | Add +13.3% | 1,141,683 | $23.6M |
| Osaic Holdings, Inc. | 0.05% | Add +25.8% | 1,130,743 | $23.4M |
| Wellington Management Group LLP | 0.00% | Reduce -76.9% | 1,130,070 | $23.4M |
| Ironwood Wealth Management, Inc. | 11.85% | Add +2.6% | 1,112,815 | $22.7M |
| Federated Hermes, Inc. | 0.05% | Add +9.5% | 1,098,245 | $22.7M |
| Forge First Asset Management Inc. | 8.68% | Reduce -48.0% | 963,300 | $19.9M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 950,000 | $19.7M |
| Cetera Investment Advisers | 0.04% | Add +6.4% | 937,730 | $19.4M |
| Guggenheim Capital LLC | 0.18% | Add +6.1% | 927,331 | $19.2M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +32.5% | 922,002 | $19.1M |
| Renaissance Technologies | 0.03% | Reduce -78.1% | 907,068 | $18.8M |
| Cerity Partners LLC | 0.04% | Reduce -10.1% | 884,516 | $18.3M |
| Insight Wealth Strategies, LLC | 2.44% | Add +25.9% | 876,214 | $18.1M |
| Trajan Wealth LLC | 0.98% | Reduce -5.7% | 869,410 | $18.0M |
| Ninety One UK Ltd | 0.05% | No change | 846,749 | $17.5M |
| Macquarie Group Ltd. | 0.02% | No change | 844,157 | $17.5M |
| MML Investors Services, LLC | 0.06% | Reduce -16.0% | 833,038 | $17.2M |
| HRT Financial LP | 0.10% | Add +492.1% | 793,845 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 783,769 | $16.2M |
| Strategic Investment Advisors / MI | 1.71% | Add +5.8% | 780,916 | $16.2M |
| Inspire Advisors, LLC | 1.80% | Add +16.4% | 753,178 | $15.6M |
| Foundations Investment Advisors, LLC | 0.28% | Add +13.5% | 743,633 | $15.4M |
| FMR LLC | 0.00% | Add +90.9% | 741,902 | $15.4M |
| Catalyst Capital Advisors LLC | 0.30% | Add +66.9% | 711,031 | $14.7M |
| Mariner, LLC | 0.02% | Add +18.0% | 706,241 | $14.6M |
| FORM Wealth Advisors, LLC | 1.86% | — | 660,296 | $13.7M |
| Courage Capital Management LLC | 27.39% | No change | 648,000 | $13.4M |
| Brookstone Capital Management | 0.19% | Reduce -4.7% | 645,534 | $13.4M |
| Hantz Financial Services, Inc. | 0.23% | Add +3.2% | 644,912 | $13.3M |
| Granby Capital Management, LLC | 6.97% | Reduce -8.8% | 625,000 | $12.9M |
| Yeomans Consulting Group, Inc. | 4.99% | Add +2.8% | 623,333 | $12.9M |
| Atria Investments, Inc | 0.16% | Add +6.6% | 613,776 | $12.7M |
| Mechanics Bank Trust Department | 1.70% | Add +1.7% | 602,305 | $12.5M |
| Bank of Montreal | 0.01% | Reduce -1.5% | 582,670 | $12.1M |
| D.A. Davidson & Co. | 0.09% | Reduce -0.4% | 568,675 | $11.8M |
| Transform Wealth, LLC | 0.71% | Reduce -36.9% | 567,835 | $11.8M |
| Old Mission Capital LLC | 0.22% | New | 540,528 | $11.2M |
| Ashford Capital Management Inc. | 1.44% | New | 539,112 | $11.2M |
"% of holder's portfolio" is BKLN's weight in each manager's 13F, not the share of Invesco Senior Loan ETF the manager owns.