Invesco Senior Loan ETF
BKLN
254 hedge funds and large institutions have $2.75B invested in Invesco Senior Loan ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 135 reducing their positions, and 34 closing their positions.
2.68% more ownership
Funds ownership: 58.34% → 61.02% (+2.7%)
6% less funds holding
Funds holding: 269 → 254 (-15)
9% less capital invested
Capital invested by funds: $3.03B → $2.75B (-$278M)
10% less funds holding in top 10
Funds holding in top 10: 21 → 19 (-2)
35% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 34
53% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 135
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $19.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$122M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$56.2M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$24.2M |
| 4 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$24.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$93.9M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$81.4M |
| 3 |
Morgan Stanley
New York
|
-$38.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21.2M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$21M |
BKLN Hedge Fund Activity: Q3 2015 in Review
254 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q3 2015, worth a combined $2.75B — down 9.2% from $3.03B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of BKLN and 22 opened new positions — a net loss of 12 holders — while 135 trimmed existing stakes and 63 added.
The largest buyer was IndexIQ Advisors, adding an estimated $122M. The largest seller was Goldman Sachs, cutting an estimated $93.9M.
- 254 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q3 2015, down from 269 in Q2 2015.
- Funds reported $2.75B of Invesco Senior Loan ETF stock for Q3 2015, down 9.2% quarter-over-quarter.
- 22 funds opened new Invesco Senior Loan ETF positions in Q3 2015 and 34 closed out, a net change of -12 holders.
- The largest Invesco Senior Loan ETF buyer in Q3 2015 was IndexIQ Advisors, an estimated $122M added.
- The largest Invesco Senior Loan ETF seller in Q3 2015 was Goldman Sachs, an estimated $93.9M sold.
Based on aggregated 13F filings for Q3 2015.