Invesco Senior Loan ETF
BKLN
381 hedge funds and large institutions have $5.43B invested in Invesco Senior Loan ETF in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 56 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 137
17% more funds holding in top 10
Funds holding in top 10: 30 → 35 (+5)
1.01% more ownership
Funds ownership: 65.99% → 67% (+1%)
3% more capital invested
Capital invested by funds: $5.25B → $5.43B (+$180M)
4% less funds holding
Funds holding: 398 → 381 (-17)
25% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 56
95% less call options, than puts
Call options by funds: $229K | Put options by funds: $4.68M
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$145M |
| 2 |
JP Morgan Chase
New York
|
+$101M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$79.8M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$37.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$36.7M |
Top Sellers
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$160M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$127M |
| 3 |
SAM
Symphony Asset Management
San Francisco,
California
|
-$85.1M |
| 4 |
Citigroup
New York
|
-$64.1M |
| 5 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$46.3M |
BKLN Hedge Fund Activity: Q1 2018 in Review
381 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2018, worth a combined $5.43B — up 3.4% from $5.25B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of BKLN and 42 opened new positions — a net loss of 14 holders — while 137 trimmed existing stakes and 161 added.
The largest buyer was Goldman Sachs, adding an estimated $145M. The largest seller was Lord, Abbett & Co, cutting an estimated $160M.
- 381 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2018, down from 398 in Q4 2017.
- Funds reported $5.43B of Invesco Senior Loan ETF stock for Q1 2018, up 3.4% quarter-over-quarter.
- 42 funds opened new Invesco Senior Loan ETF positions in Q1 2018 and 56 closed out, a net change of -14 holders.
- The largest Invesco Senior Loan ETF buyer in Q1 2018 was Goldman Sachs, an estimated $145M added.
- The largest Invesco Senior Loan ETF seller in Q1 2018 was Lord, Abbett & Co, an estimated $160M sold.
Based on aggregated 13F filings for Q1 2018.