Invesco Senior Loan ETF
BKLN
260 hedge funds and large institutions have $2.56B invested in Invesco Senior Loan ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 34 closing their positions.
26% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 34
7.93% more ownership
Funds ownership: 61.02% → 68.96% (+7.9%)
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
2% more funds holding
Funds holding: 254 → 260 (+6)
7% less capital invested
Capital invested by funds: $2.75B → $2.56B (-$190M)
34% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 113
74% less call options, than puts
Call options by funds: $8.53M | Put options by funds: $32.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$85.6M |
| 2 |
HMC
Harvard Management Company
Boston,
Massachusetts
|
+$70.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$34.5M |
| 4 |
Morgan Stanley
New York
|
+$21.4M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$82.5M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$55.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$37.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$35.6M |
| 5 |
Neuberger Berman Group
New York
|
-$32.2M |
BKLN Hedge Fund Activity: Q4 2015 in Review
260 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2015, worth a combined $2.56B — down 6.9% from $2.75B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BKLN positions and 34 closed out — a net gain of 9 holders — while 75 added to existing stakes and 113 trimmed.
The largest buyer was IndexIQ Advisors, adding an estimated $85.6M. The largest seller was Franklin Resources, cutting an estimated $82.5M.
- 260 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2015, up from 254 in Q3 2015.
- Funds reported $2.56B of Invesco Senior Loan ETF stock for Q4 2015, down 6.9% quarter-over-quarter.
- 43 funds opened new Invesco Senior Loan ETF positions in Q4 2015 and 34 closed out, a net change of +9 holders.
- The largest Invesco Senior Loan ETF buyer in Q4 2015 was IndexIQ Advisors, an estimated $85.6M added.
- The largest Invesco Senior Loan ETF seller in Q4 2015 was Franklin Resources, an estimated $82.5M sold.
Based on aggregated 13F filings for Q4 2015.