Invesco Senior Loan ETF
BKLN
281 hedge funds and large institutions have $3.79B invested in Invesco Senior Loan ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 133 increasing their positions, 95 reducing their positions, and 29 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 95
1.3% more ownership
Funds ownership: 50.59% → 51.89% (+1.3%)
3% more capital invested
Capital invested by funds: $3.69B → $3.79B (+$96.7M)
3% less funds holding
Funds holding: 291 → 281 (-10)
13% less funds holding in top 10
Funds holding in top 10: 38 → 33 (-5)
34% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 29
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3.38M
Top Buyers
| 1 |
MG
Mather Group
Chicago,
Illinois
|
+$33.6M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$28.3M |
| 3 |
JP Morgan Chase
New York
|
+$27.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$23.9M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$14.4M |
Top Sellers
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$57M |
| 2 |
Goldman Sachs
New York
|
-$31.9M |
| 3 |
Morgan Stanley
New York
|
-$26.7M |
| 4 |
Neuberger Berman Group
New York
|
-$25.9M |
| 5 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$21.7M |
BKLN Hedge Fund Activity: Q2 2014 in Review
281 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2014, worth a combined $3.79B — up 2.6% from $3.69B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of BKLN and 19 opened new positions — a net loss of 10 holders — while 95 trimmed existing stakes and 133 added.
The largest buyer was Mather Group, adding an estimated $33.6M. The largest seller was TD Asset Management, cutting an estimated $57M.
- 281 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2014, down from 291 in Q1 2014.
- Funds reported $3.79B of Invesco Senior Loan ETF stock for Q2 2014, up 2.6% quarter-over-quarter.
- 19 funds opened new Invesco Senior Loan ETF positions in Q2 2014 and 29 closed out, a net change of -10 holders.
- The largest Invesco Senior Loan ETF buyer in Q2 2014 was Mather Group, an estimated $33.6M added.
- The largest Invesco Senior Loan ETF seller in Q2 2014 was TD Asset Management, an estimated $57M sold.
Based on aggregated 13F filings for Q2 2014.