Invesco Senior Loan ETF
BKLN
269 hedge funds and large institutions have $3.03B invested in Invesco Senior Loan ETF in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.
1.96% more ownership
Funds ownership: 56.38% → 58.34% (+2%)
5% more capital invested
Capital invested by funds: $2.89B → $3.03B (+$140M)
4% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 98
9% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 33
3% less funds holding
Funds holding: 276 → 269 (-7)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
95% less call options, than puts
Call options by funds: $966K | Put options by funds: $19.5M
Top Buyers
| 1 |
AB
Aozora Bank
Tokyo,
Japan
|
+$199M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$87.2M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$81.8M |
| 4 |
Goldman Sachs
New York
|
+$42.7M |
| 5 |
DFG
Delphi Financial Group
Wilmington,
Delaware
|
+$14.5M |
Top Sellers
| 1 |
IA
IndexIQ Advisors
New York
|
-$100M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$62.2M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$41.7M |
| 4 |
JP Morgan Chase
New York
|
-$33.8M |
| 5 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$25M |
BKLN Hedge Fund Activity: Q2 2015 in Review
269 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2015, worth a combined $3.03B — up 4.9% from $2.89B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of BKLN and 30 opened new positions — a net loss of 3 holders — while 98 trimmed existing stakes and 102 added.
The largest buyer was Aozora Bank, adding an estimated $199M. The largest seller was IndexIQ Advisors, cutting an estimated $100M.
- 269 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2015, down from 276 in Q1 2015.
- Funds reported $3.03B of Invesco Senior Loan ETF stock for Q2 2015, up 4.9% quarter-over-quarter.
- 30 funds opened new Invesco Senior Loan ETF positions in Q2 2015 and 33 closed out, a net change of -3 holders.
- The largest Invesco Senior Loan ETF buyer in Q2 2015 was Aozora Bank, an estimated $199M added.
- The largest Invesco Senior Loan ETF seller in Q2 2015 was IndexIQ Advisors, an estimated $100M sold.
Based on aggregated 13F filings for Q2 2015.