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Invesco Senior Loan ETF
BKLN

218 hedge funds and large institutions have $2.31B invested in Invesco Senior Loan ETF in 2013 Q2 according to their latest regulatory filings, with 218 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.71% more ownership

Funds ownership: 0% → 50.71% (+51%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.5M

Holders
218
Holders Change
+218
Holders Change %
–
% of All Funds
7.11%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
% of All Funds
0.72%
New
218
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$1.5M
Net Calls
-$1.5M
Net Calls Change
-$1.5M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
26
Graham Capital Management
Connecticut
$20.7M +$20.9M +835,000 New
Neuberger Berman Group
27
Neuberger Berman Group
New York
$20.6M +$20.9M +834,165 New
Grantham, Mayo, Van Otterloo & Co (GMO)
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.4M +$20.7M +824,100 New
HCM
29
Hengehold Capital Management
Ohio
$20.2M +$20.4M +814,447 New
HIM
30
Hanlon Investment Management
New Jersey
$19.5M +$19.8M +788,876 New
QI
31
QS Investors
New York
$17.2M +$16.5M +656,993 New
WCM
32
Weatherstone Capital Management
Colorado
$16.2M +$16.4M +655,313 New
HI
33
Horizon Investments
North Carolina
$15.7M +$15.9M +632,296 New
RVP
34
Relative Value Partners
Illinois
$15.3M +$15.5M +618,497 New
ECM
35
Evergreen Capital Management
Washington
$14.9M +$15.1M +603,587 New
3AM
36
3D Asset Management
Connecticut
$14.3M +$14.5M +579,339 New
CS
37
Credit Suisse
Switzerland
$14M +$14.2M +566,521 New
NCM
38
Newgate Capital Management
Connecticut
$13.9M +$14.1M +561,438 New
MG
39
Mather Group
Illinois
$13.6M +$13.8M +549,020 New
Jane Street
40
Jane Street
New York
$12.1M +$12.3M +490,486 New
HCM
41
Hilton Capital Management
New York
$11.3M – – –
RJA
42
Raymond James & Associates
Florida
$10.1M +$10.2M +406,882 New
BCMO
43
Buckingham Capital Management (Ohio)
Ohio
$9.9M +$10M +399,830 New
11A
44
10-15 Associates
New York
$9.52M +$9.65M +384,800 New
NA
45
Nottingham Advisors
New York
$9.46M +$9.59M +382,417 New
OC
46
Oppenheimer & Co
New York
$9.22M +$9.34M +372,657 New
PP
47
Palladium Partners
Virginia
$9.19M +$9.3M +371,105 New
MM
48
Main Management
California
$8.62M +$8.73M +348,256 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$8.25M +$8.36M +333,261 New
BWAM
50
Boyd Watterson Asset Management
Ohio
$7.64M +$7.74M +308,639 New
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BKLN Hedge Fund Activity: Q2 2013 in Review

218 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2013, worth a combined $2.31B.

Buyers outnumbered sellers: 218 funds opened new BKLN positions and 0 closed out — a net gain of 218 holders — while 0 added to existing stakes and 0 trimmed.

  • 218 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.31B of Invesco Senior Loan ETF stock for Q2 2013.
  • 218 funds opened new Invesco Senior Loan ETF positions in Q2 2013 and 0 closed out, a net change of +218 holders.

Based on aggregated 13F filings for Q2 2013.