Invesco Senior Loan ETF
BKLN
374 hedge funds and large institutions have $4.67B invested in Invesco Senior Loan ETF in 2019 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 128 increasing their positions, 133 reducing their positions, and 34 closing their positions.
118% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 34
78% more funds holding in top 10
Funds holding in top 10: 9 → 16 (+7)
15% more capital invested
Capital invested by funds: $4.08B → $4.67B (+$592M)
10% more funds holding
Funds holding: 341 → 374 (+33)
4% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 133
1.28% less ownership
Funds ownership: 82.4% → 81.12% (-1.3%)
92% less call options, than puts
Call options by funds: $32.9M | Put options by funds: $435M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$79.4M |
| 2 |
Barclays
London,
United Kingdom
|
+$72M |
| 3 |
BCC
Bain Capital Credit
Boston,
Massachusetts
|
+$67.8M |
| 4 |
WAMC
Western Asset Management Company
Pasadena,
California
|
+$64.5M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$163M |
| 2 |
Citigroup
New York
|
-$88.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$83.5M |
| 4 |
Morgan Stanley
New York
|
-$37.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$43K | -1,903 | Closed |
|
|
QCIG
402
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$33K | -1,453 | Closed |
|
|
SB
403
Strategic Blueprint
Atlanta,
Georgia
| – | -$28K | -1,259 | Closed |
|
|
EWM
404
Elmwood Wealth Management
Berkeley,
California
| – | -$25K | -1,100 | Closed |
|
|
CFA
405
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$14K | -640 | Closed |
|
|
GSWM
406
Golden State Wealth Management
Santa Ana,
California
| – | -$6K | -265 | Closed |
|
|
CI
407
CX Institutional
Auburn,
Indiana
| – | -$2K | -85 | Closed |
|
|
FHC
408
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$2K | -79 | Closed |
|
|
FEG
409
Financial Enhancement Group
Anderson,
Indiana
| – | -$812 | -36 | -68% |
|
BKLN Hedge Fund Activity: Q4 2019 in Review
374 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2019, worth a combined $4.67B — up 15% from $4.08B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new BKLN positions and 34 closed out — a net gain of 40 holders — while 128 added to existing stakes and 133 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $79.4M. The largest seller was Goldman Sachs, cutting an estimated $163M.
- 374 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2019, up from 341 in Q3 2019.
- Funds reported $4.67B of Invesco Senior Loan ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 74 funds opened new Invesco Senior Loan ETF positions in Q4 2019 and 34 closed out, a net change of +40 holders.
- The largest Invesco Senior Loan ETF buyer in Q4 2019 was Wellington Management Group, an estimated $79.4M added.
- The largest Invesco Senior Loan ETF seller in Q4 2019 was Goldman Sachs, an estimated $163M sold.
Based on aggregated 13F filings for Q4 2019.