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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
CNB
76
City National Bank
California
$3.91M +$3.96M +157,799 New
MBT
77
Monroe Bank & Trust
Michigan
$3.79M +$3.84M +153,279 New
FC
78
FBR & Co
Virginia
$3.67M +$4.98M +198,800 New
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$3.6M +$3.65M +145,558 New
KFC
80
Klingenstein Fields & Co
New York
$3.58M +$3.62M +144,445 New
NC
81
NewSquare Capital
Pennsylvania
$3.57M +$3.61M +144,110 New
AIM
82
Aspen Investment Management
Michigan
$3.54M +$3.59M +143,196 New
RJFSA
83
Raymond James Financial Services Advisors
Florida
$3.42M +$3.47M +138,256 New
KCG
84
Knight Capital Group
$3.35M +$3.4M +135,422 New
BAC
85
Boys Arnold & Co
North Carolina
$3.29M +$3.33M +132,916 New
O
86
OppenheimerFunds
New York
$3.15M +$3.19M +127,060 New
NEAM
87
New England Asset Management
Connecticut
$3.14M +$3.18M +127,000 New
WF
88
Welch & Forbes
Massachusetts
$3.08M +$3.12M +124,580 New
CCMG
89
Clark Capital Management Group
Pennsylvania
$3.02M +$3.06M +121,919 New
GWM
90
Graybill Wealth Management
Illinois
$2.98M +$3.02M +120,270 New
BC
91
Bartlett & Co
Ohio
$2.97M +$3.01M +120,069 New
Comerica Bank
92
Comerica Bank
Texas
$2.91M +$2.94M +117,439 New
BAAM
93
Baker Avenue Asset Management
California
$2.91M +$2.94M +117,457 New
FC
94
FIC Capital
New York
$2.89M +$2.93M +116,915 New
NVIM
95
New Vernon Investment Management
Illinois
$2.86M +$2.9M +115,500 New
TCM
96
Telos Capital Management
California
$2.71M +$2.74M +109,461 New
IAS
97
IMA Advisory Services
Colorado
$2.58M +$2.61M +104,235 New
MFS
98
MSI Financial Services
Massachusetts
$2.57M +$2.6M +103,806 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$2.54M +$2.57M +102,418 New
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$2.45M +$2.48M +98,900 New
2 3
4
5 6

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.