Invesco Senior Loan ETFBKLNETF
13F holders, Q1 2026 (March 31)503holders −3
70new positions
73sold out
1famous investor
$20.23avg. 13F price*
At the end of Q1 2026, 503 institutions reported holding Invesco Senior Loan ETF (BKLN) in their 13F filings, down 3 from Q4 2025. 70 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($351.4M), UBS Group AG ($343.2M) and Wellington Management Group LLP ($321.9M). One famous investor held it Howard Marks (0.1% of Oaktree Capital 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $366.7M |
| Exits | 73 | $965.9M |
All 13F filers, Q4 2025 → Q1 2026: 77,630,729 shares bought and 87,862,079 shares sold, net −10,231,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 503 holders
| BlackRock, Inc. | 0.01% | Reduce -4.4% | 17,218,998 | $351.4M |
| UBS Group AG | 0.06% | Add +64.6% | 16,817,529 | $343.2M |
| Wellington Management Group LLP | 0.06% | Add +3005.7% | 15,771,843 | $321.9M |
| Morgan Stanley | 0.02% | Add +6.3% | 13,124,549 | $267.9M |
| Investment Management Corp of Ontario | 2.75% | Reduce -19.9% | 10,465,977 | $213.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.4% | 9,905,887 | $202.2M |
| Invesco Ltd. | 0.02% | Reduce -0.2% | 8,711,010 | $177.8M |
| Ensign Peak Advisors, Inc | 0.32% | Add +44.9% | 8,463,930 | $172.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +103.6% | 8,370,401 | $170.8M |
| Ocean Park Asset Management, LLC | 8.93% | Add +99.6% | 7,573,158 | $154.6M |
| LPL Financial LLC | 0.03% | Add +13.6% | 5,426,000 | $110.7M |
| BNP Paribas Financial Markets | 0.07% | Add +34.4% | 5,383,224 | $109.9M |
| Bank of America Corp. | 0.01% | Reduce -47.1% | 4,684,640 | $95.6M |
| State of Wisconsin Investment Board | 0.22% | Add +44.8% | 4,620,000 | $94.3M |
| Assetmark, Inc. | 0.18% | Add +8.7% | 4,376,443 | $89.3M |
| Diversify Wealth Management, LLC | 1.51% | Add +919.5% | 4,117,328 | $84.7M |
| CIBC Asset Management Inc | 0.19% | Add +9.8% | 3,801,166 | $77.6M |
| Jane Street Group, LLC | 0.08% | New | 3,744,507 | $76.4M |
| Bain Capital Credit, LP | 24.64% | Reduce -48.7% | 3,658,098 | $74.7M |
| Symetra Investment Management Co | 6.36% | Add +583.5% | 3,597,095 | $73.4M |
| Barclays PLC | 0.03% | Add +2281.9% | 3,572,924 | $72.9M |
| Citigroup Inc. | 0.04% | Add +1653.0% | 3,415,010 | $69.7M |
| Wells Fargo & Company | 0.01% | Reduce -8.5% | 3,206,635 | $65.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.1% | 3,180,432 | $64.9M |
| TD Asset Management Inc | 0.05% | Reduce -15.8% | 2,901,670 | $59.2M |
| Lord, Abbett & Co. LLC | 0.20% | Add +43.3% | 2,809,062 | $57.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -27.1% | 2,767,937 | $56.5M |
| Hikari Tsushin, Inc. | 3.49% | No change | 2,483,848 | $50.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.2% | 2,479,580 | $50.6M |
| 1607 Capital Partners, LLC | 3.00% | Reduce -29.9% | 2,036,575 | $41.6M |
| WINTON GROUP Ltd | 1.43% | New | 2,000,000 | $40.8M |
| Shenkman Capital Management Inc. | 25.16% | Reduce -33.6% | 1,918,265 | $40.2M |
| Angel Oak Capital Advisors, LLC | 43.69% | New | 1,926,396 | $39.3M |
| Sumitomo Life Insurance Co. | 0.89% | Reduce -40.9% | 1,873,081 | $38.2M |
| CIBC Bancorp USA Inc. | 0.05% | — | 1,901,970 | $38.1M |
| Aristotle Pacific Capital, LLC | 29.93% | Reduce -41.1% | 1,804,072 | $36.8M |
| CNO Financial Group, Inc. | 20.40% | Reduce -7.6% | 1,743,750 | $35.6M |
| Prudential PLC | 0.27% | Reduce -28.1% | 1,736,450 | $35.4M |
| Calamos Advisors LLC | 0.18% | Reduce -25.6% | 1,672,637 | $34.1M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -17.7% | 1,586,632 | $32.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -42.4% | 1,528,050 | $31.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1726.1% | 1,496,791 | $30.4M |
| Cerity Partners LLC | 0.04% | Add +13.6% | 1,428,598 | $29.2M |
| State of Tennessee, Department of Treasury | 0.09% | New | 1,325,602 | $27.1M |
| Liberty Mutual Group Asset Management Inc. | 2.00% | New | 1,225,000 | $25.0M |
| Factory Mutual Insurance Co. | 0.28% | No change | 1,200,000 | $24.5M |
| Osaic Holdings, Inc. | 0.04% | Add +0.0% | 1,190,008 | $24.3M |
| Ironwood Wealth Management, Inc. | 10.79% | Add +0.5% | 1,170,929 | $24.1M |
| Strategic Investment Advisors / MI | 1.65% | Add +22.3% | 1,171,384 | $23.9M |
| Franklin Resources Inc. | 0.01% | Add +10.7% | 1,135,339 | $23.2M |
| New York Life Investment Management LLC | 0.19% | Add +5.3% | 1,114,085 | $22.7M |
| Federated Hermes, Inc. | 0.04% | Reduce -17.5% | 1,060,845 | $21.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -72.3% | 928,060 | $18.9M |
| Catalyst Capital Advisors LLC | 0.34% | No change | 901,688 | $18.4M |
| Trajan Wealth LLC | 0.73% | Add +4.9% | 879,723 | $18.0M |
| Inspire Advisors, LLC | 1.43% | Add +6.2% | 860,190 | $17.6M |
| Guggenheim Capital LLC | 0.14% | Reduce -8.6% | 844,108 | $17.2M |
| Cresset Asset Management, LLC | 0.07% | Add +7.0% | 840,909 | $17.2M |
| Koss-Olinger Consulting, LLC | 1.40% | New | 817,772 | $16.7M |
| Wellington Grp LLC | 5.13% | Reduce -5.8% | 816,513 | $16.7M |
| RFG Holdings, Inc. | 3.93% | Reduce -59.6% | 763,745 | $15.6M |
| Endurance Services Ltd | 2.56% | New | 743,494 | $15.2M |
| One William Street Capital Management, L.P. | 28.44% | New | 725,000 | $14.8M |
| D.A. Davidson & Co. | 0.08% | Add +2.9% | 674,820 | $13.8M |
| Nomura Asset Management International Inc. | 0.02% | No change | 674,157 | $13.8M |
| National Bank of Canada | 0.01% | Add +4.5% | 678,373 | $13.8M |
| Courage Capital Management LLC | 18.73% | No change | 648,000 | $13.2M |
| HRT Financial LP | 0.03% | Reduce -38.7% | 646,215 | $13.2M |
| Amundi | 0.00% | New | 639,686 | $13.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 637,489 | $13.0M |
| MML Investors Services, LLC | 0.04% | Reduce -44.6% | 629,132 | $12.8M |
| Mechanics Bank Trust Department | 1.73% | Reduce -13.4% | 612,847 | $12.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.3% | 612,336 | $12.5M |
| Wealthcare Advisory Partners LLC | 0.24% | Reduce -41.9% | 606,611 | $12.4M |
| Bank of Montreal | 0.01% | Reduce -6.8% | 600,983 | $12.3M |
| Park Avenue Securities LLC | 0.09% | Reduce -10.2% | 588,172 | $12.0M |
| Cetera Investment Advisers | 0.01% | Reduce -17.9% | 579,089 | $11.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +182.8% | 552,843 | $11.3M |
| Cim, LLC | 1.63% | Add +2.5% | 552,752 | $11.3M |
| NYL Investors LLC | 4.05% | Reduce -24.6% | 524,558 | $10.7M |
| Man Group plc | 0.02% | Reduce -73.6% | 523,173 | $10.7M |
| Wealthspire Retirement, LLC | 0.62% | Add +11.4% | 508,070 | $10.4M |
| Foundations Investment Advisors, LLC | 0.13% | Reduce -5.0% | 504,222 | $10.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.35% | New | 493,800 | $10.1M |
| Cibc World Market Inc. | 0.02% | New | 489,920 | $10.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.06% | New | 485,000 | $9.9M |
| APG Asset Management US Inc. | 0.08% | No change | 480,000 | $9.8M |
| Horizon Wealth Management, LLC | 1.37% | New | 457,808 | $9.3M |
| Angeles Wealth Management, LLC | 0.49% | Add +8.6% | 445,052 | $9.1M |
| Prevail Innovative Wealth Advisors, LLC | 1.48% | Add +220.7% | 430,169 | $8.8M |
| Coral Wealth Management, LLC | 9.79% | — | 428,815 | $8.8M |
| Fortitude Family Office, LLC | 1.93% | Add +7.9% | 421,787 | $8.6M |
| Matthew Goff Investment Advisor, LLC | 1.42% | Reduce -1.1% | 416,009 | $8.5M |
| Schroder Investment Management Group | 0.01% | Reduce -49.3% | 391,819 | $8.0M |
| Permanens Capital L.P. | 1.01% | New | 383,369 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.6% | 378,103 | $7.7M |
| Exchange Traded Concepts, LLC | 0.06% | Add +125.7% | 351,858 | $7.2M |
| Truist Financial Corp. | 0.01% | Reduce -26.6% | 316,145 | $6.5M |
| SAM Advisors, LLC | 2.02% | Add +2.4% | 316,032 | $6.5M |
| TigerOak Management, L.L.C. | 2.03% | Add +16.3% | 315,410 | $6.4M |
"% of holder's portfolio" is BKLN's weight in each manager's 13F, not the share of Invesco Senior Loan ETF the manager owns.