INVESCO SENIOR LOAN ETF (BKLN) Institutional Ownership Changes & 13F Activity
INVESCO SENIOR LOAN ETF (BKLN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Investment Management Corp Of Ontario, Ensign Peak Advisors, Inc, Raymond James Financial Inc, Cim, Llc, and Wealthspire Retirement, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -32,992 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Buy | +952,153 | +19.5% | 5,839,569 | $122.63M | Q4 2025 | Aug 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +41,656 | — | 41,656 | $874.79K | Q4 2025 | Aug 11, 2026 |
| Verus Capital Partners, Llc | Sell | -34,998 | -40.5% | 51,458 | $1.08M | Q4 2025 | Jul 09, 2026 |
| Cedrus Wealth Group Llc | Buy | +18,104 | — | 18,104 | $380.18K | Q4 2025 | May 27, 2026 |
| Point Nemo Capital, Llc | Buy | +21,051 | — | 21,051 | $442.06K | Q4 2025 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -1,325 | -1.3% | 104,369 | $2.19M | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +237 | — | 237 | $4.98K | Q4 2025 | May 12, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +300 | +17.1% | 2,050 | $43.05K | Q4 2025 | Apr 24, 2026 |
| Oasis Advisors, Llc | Buy | +93,403 | — | 93,403 | $1.96M | Q4 2025 | Apr 07, 2026 |
| Purpose Unlimited Inc. | Buy | +2,307 | — | 2,307 | $48.42K | Q4 2025 | Mar 20, 2026 |
| Winthrop Partners - Wny, Llc | Buy | +156,606 | — | 156,606 | $3.29M | Q4 2025 | Mar 12, 2026 |
| Shp Wealth Management | Buy | +483 | — | 483 | $10.14K | Q4 2025 | Mar 04, 2026 |
| Tempo Wealth, Llc | Buy | +110,389 | — | 110,389 | $2.32M | Q4 2025 | Feb 25, 2026 |
| Continental Investors Services, Inc. | Buy | +31,012 | — | 31,012 | $643.19K | Q4 2025 | Feb 23, 2026 |
| Northcoast Asset Management Llc | Buy | +142,122 | — | 142,122 | $2.98M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +75 | — | 75 | $1.57K | Q4 2025 | Feb 20, 2026 |
| Raymond James Financial Inc | Buy | +620,306 | — | 620,306 | $13.03M | Q4 2025 | Feb 18, 2026 |
| Cim, Llc | Buy | +539,176 | — | 539,176 | $11.32M | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, Llc | Buy | +456,176 | — | 456,176 | $9.58M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +251,969 | — | 251,969 | $5.29M | Q4 2025 | Feb 18, 2026 |
| First Citizens Bank & Trust Co | Buy | +224,203 | — | 224,203 | $4.71M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +97,772 | — | 97,772 | $2.05M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +54,399 | — | 54,399 | $1.14M | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | Buy | +27,361 | — | 27,361 | $574.58K | Q4 2025 | Feb 18, 2026 |
| Cachetech Inc. | Buy | +27,361 | — | 27,361 | $574.58K | Q4 2025 | Feb 18, 2026 |
| Pacific Excel Wealth Advisors, Inc. | Buy | +23,109 | — | 23,109 | $485.29K | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,Llc | Buy | +4,254 | — | 4,254 | $89.33K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +1,158 | — | 1,158 | $24.32K | Q4 2025 | Feb 18, 2026 |
| Investment Management Corp Of Ontario | Buy | +13,064,723 | — | 13,064,723 | $274.36M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about BKLN activity
Which institutional owners are buying BKLN?
Institutional owners buying BKLN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BKLN activity?
"Buy" means an investor increased their reported position in BKLN compared to the prior reporting period. This reflects growing exposure to INVESCO SENIOR LOAN ETF (BKLN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BKLN increasing?
Institutional interest in BKLN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.