Invesco Senior Loan ETF
BKLN
291 hedge funds and large institutions have $3.69B invested in Invesco Senior Loan ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 152 increasing their positions, 67 reducing their positions, and 16 closing their positions.
131% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 16
127% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 67
16% more capital invested
Capital invested by funds: $3.19B → $3.69B (+$504M)
7% more funds holding
Funds holding: 273 → 291 (+18)
3% more funds holding in top 10
Funds holding in top 10: 37 → 38 (+1)
0.07% more ownership
Funds ownership: 50.52% → 50.59% (+0.07%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
Aozora Bank
Tokyo,
Japan
|
+$150M |
| 2 |
JP Morgan Chase
New York
|
+$73.7M |
| 3 |
Goldman Sachs
New York
|
+$67.3M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$56.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$54.3M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$24M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$21.5M |
| 4 |
MM
Main Management
San Francisco,
California
|
-$13.2M |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
-$11.6M |
BKLN Hedge Fund Activity: Q1 2014 in Review
291 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2014, worth a combined $3.69B — up 16% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BKLN positions and 16 closed out — a net gain of 21 holders — while 152 added to existing stakes and 67 trimmed.
The largest buyer was Aozora Bank, adding an estimated $150M. The largest seller was Wells Fargo, cutting an estimated $54.3M.
- 291 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2014, up from 273 in Q4 2013.
- Funds reported $3.69B of Invesco Senior Loan ETF stock for Q1 2014, up 16% quarter-over-quarter.
- 37 funds opened new Invesco Senior Loan ETF positions in Q1 2014 and 16 closed out, a net change of +21 holders.
- The largest Invesco Senior Loan ETF buyer in Q1 2014 was Aozora Bank, an estimated $150M added.
- The largest Invesco Senior Loan ETF seller in Q1 2014 was Wells Fargo, an estimated $54.3M sold.
Based on aggregated 13F filings for Q1 2014.