Invesco Senior Loan ETF
BKLN
277 hedge funds and large institutions have $2.96B invested in Invesco Senior Loan ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 127 reducing their positions, and 39 closing their positions.
44% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 39
22% more funds holding in top 10
Funds holding in top 10: 23 → 28 (+5)
6.89% more ownership
Funds ownership: 50.23% → 57.12% (+6.9%)
4% more funds holding
Funds holding: 266 → 277 (+11)
9% less capital invested
Capital invested by funds: $3.25B → $2.96B (-$286M)
42% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 127
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $27.4M
Top Buyers
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$187M |
| 2 |
Goldman Sachs
New York
|
+$70M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$41.5M |
| 4 |
PI
PineBridge Investments
New York
|
+$32.9M |
| 5 |
Barclays
London,
United Kingdom
|
+$25.6M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$108M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$84.8M |
| 3 |
EC
Everest Capital
Miami,
Florida
|
-$35.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$28.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$24.6M |
BKLN Hedge Fund Activity: Q4 2014 in Review
277 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2014, worth a combined $2.96B — down 8.8% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new BKLN positions and 39 closed out — a net gain of 17 holders — while 74 added to existing stakes and 127 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $187M. The largest seller was Bank of America, cutting an estimated $108M.
- 277 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2014, up from 266 in Q3 2014.
- Funds reported $2.96B of Invesco Senior Loan ETF stock for Q4 2014, down 8.8% quarter-over-quarter.
- 56 funds opened new Invesco Senior Loan ETF positions in Q4 2014 and 39 closed out, a net change of +17 holders.
- The largest Invesco Senior Loan ETF buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $187M added.
- The largest Invesco Senior Loan ETF seller in Q4 2014 was Bank of America, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2014.