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
SAS
126
Stelac Advisory Services
New York
$1.25M +$1.27M +50,578 New
PI
127
PineBridge Investments
New York
$1.23M +$1.24M +49,643 New
SB
128
Suntrust Banks
Georgia
$1.19M +$1.21M +48,172 New
PPA
129
Parametric Portfolio Associates
Washington
$1.05M +$1.06M +42,345 New
PMG
130
ProVise Management Group
Florida
$1.03M +$1.05M +41,711 New
RC
131
Roundview Capital
New Jersey
$1M +$1.02M +40,500 New
DFG
132
Delphi Financial Group
Delaware
$990K +$1M +40,000 New
SI
133
Stephens Inc
Arkansas
$950K +$962K +38,364 New
CIBC World Market
134
CIBC World Market
Ontario, Canada
$942K +$954K +38,044 New
SCA
135
STALEY CAPITAL ADVISERS
Pennsylvania
$940K +$953K +38,000 New
IH
136
IFC Holdings
Florida
$929K +$941K +37,532 New
UCFA
137
United Capital Financial Advisors
Texas
$866K +$878K +35,002 New
Bessemer Group
138
Bessemer Group
New Jersey
$859K +$870K +34,700 New
AA
139
Ancora Advisors
Ohio
$819K +$829K +33,074 New
NPC
140
National Planning Corporation
California
$813K +$824K +32,874 New
CA
141
Cetera Advisors
Colorado
$811K +$823K +32,825 New
AFC
142
AFT Forsyth & Company
Florida
$793K +$804K +32,050 New
HCM
143
Harvey Capital Management
Florida
$780K +$790K +31,519 New
Natixis Advisors
144
Natixis Advisors
Massachusetts
$767K +$777K +30,982 New
HIM
145
Hillsdale Investment Management
Ontario, Canada
$747K +$757K +30,200 New
FIM
146
Freedom Investment Management
Connecticut
$732K +$741K +29,564 New
Manulife (Manufacturers Life Insurance)
147
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$722K +$731K +29,170 New
HC
148
Highmount Capital
New York
$718K +$727K +29,000 New
TIM
149
Tortoise Investment Management
New York
$713K +$722K +28,800 New
HCM
150
Harvest Capital Management
New Hampshire
$710K +$720K +28,700 New
4 5
6
7 8

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.