Invesco Senior Loan ETF
BKLN
398 hedge funds and large institutions have $5.25B invested in Invesco Senior Loan ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 132 increasing their positions, 150 reducing their positions, and 32 closing their positions.
106% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 32
9% more funds holding
Funds holding: 365 → 398 (+33)
7% more funds holding in top 10
Funds holding in top 10: 28 → 30 (+2)
0.89% more ownership
Funds ownership: 65.1% → 65.99% (+0.89%)
8% less capital invested
Capital invested by funds: $5.71B → $5.25B (-$465M)
12% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 150
99% less call options, than puts
Call options by funds: $845K | Put options by funds: $61.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$59.7M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$34.6M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$26M |
| 4 |
CI
Conning Inc
Hartford,
Connecticut
|
+$25.2M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$165M |
| 2 |
Goldman Sachs
New York
|
-$159M |
| 3 |
QI
QS Investors
New York
|
-$144M |
| 4 |
O
OppenheimerFunds
New York
|
-$77.6M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$56M |
BKLN Hedge Fund Activity: Q4 2017 in Review
398 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2017, worth a combined $5.25B — down 8.1% from $5.71B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new BKLN positions and 32 closed out — a net gain of 34 holders — while 132 added to existing stakes and 150 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $59.7M. The largest seller was Citigroup, cutting an estimated $165M.
- 398 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2017, up from 365 in Q3 2017.
- Funds reported $5.25B of Invesco Senior Loan ETF stock for Q4 2017, down 8.1% quarter-over-quarter.
- 66 funds opened new Invesco Senior Loan ETF positions in Q4 2017 and 32 closed out, a net change of +34 holders.
- The largest Invesco Senior Loan ETF buyer in Q4 2017 was JP Morgan Chase, an estimated $59.7M added.
- The largest Invesco Senior Loan ETF seller in Q4 2017 was Citigroup, an estimated $165M sold.
Based on aggregated 13F filings for Q4 2017.