We are live on ! Find out more
BKLN icon

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
CFS
101
Community Financial System
New York
$2.42M +$2.46M +97,975 New
DC
102
Davenport & Co
Virginia
$2.41M +$2.45M +97,567 New
DS
103
DRW Securities
Illinois
$2.38M +$2.41M +96,000 New
WA
104
WFG Advisors
Texas
$2.32M +$2.35M +93,721 New
AI
105
Atria Investments
North Carolina
$2.29M +$2.32M +92,595 New
CA
106
Commerzbank Aktiengesellschaft
Germany
$2.1M +$2.13M +84,904 New
WCM
107
Windham Capital Management
Massachusetts
$2.04M +$2.06M +82,298 New
HNB
108
Huntington National Bank
Ohio
$1.94M – – –
SAM
109
Shamrock Asset Management
Texas
$1.92M +$1.95M +77,655 New
DADC
110
D.A. Davidson & Co
Montana
$1.8M +$1.83M +72,848 New
CFB
111
Cullen/Frost Bankers
Texas
$1.65M +$1.67M +66,710 New
Mariner
112
Mariner
Kansas
$1.64M +$1.66M +66,124 New
NYLIM
113
New York Life Investment Management
New York
$1.59M +$1.61M +64,311 New
Nomura Holdings
114
Nomura Holdings
Japan
$1.58M +$1.6M +63,960 New
TC
115
Taylor Cottrill
New Hampshire
$1.58M +$1.6M +63,805 New
SNC
116
Stifel Nicolaus & Co
Missouri
$1.56M +$1.58M +63,139 New
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$1.53M +$1.55M +61,890 New
ADBIC
118
A.D. Beadell Investment Counsel
Wisconsin
$1.51M +$1.53M +61,220 New
ACM
119
Aviance Capital Management
Florida
$1.49M +$1.51M +60,088 New
Rafferty Asset Management
120
Rafferty Asset Management
New York
$1.48M +$1.5M +59,779 New
Citigroup
121
Citigroup
New York
$1.39M +$1.41M +56,318 New
FSA
122
Financial Sense Advisors
California
$1.38M +$1.39M +55,575 New
DWM
123
Destination Wealth Management
California
$1.36M +$1.38M +55,016 New
HB
124
Homrich & Berg
Georgia
$1.32M +$1.34M +53,439 New
KPCM
125
Kings Point Capital Management
New York
$1.26M +$1.27M +50,782 New
3 4
5
6 7

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.