Invesco Senior Loan ETF
BKLN
386 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2017 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 106 reducing their positions, and 31 closing their positions.
135% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 31
58% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 106
11% more funds holding
Funds holding: 349 → 386 (+37)
7% more capital invested
Capital invested by funds: $5.48B → $5.85B (+$363M)
4.55% less ownership
Funds ownership: 69.19% → 64.64% (-4.5%)
9% less funds holding in top 10
Funds holding in top 10: 35 → 32 (-3)
99% less call options, than puts
Call options by funds: $421K | Put options by funds: $44.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$93.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$85.3M |
| 3 |
Citigroup
New York
|
+$79.1M |
| 4 |
AB
Aozora Bank
Tokyo,
Japan
|
+$50.3M |
| 5 |
Goldman Sachs
New York
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$195M |
| 2 |
WAMC
Western Asset Management Company
Pasadena,
California
|
-$110M |
| 3 |
BlackRock
New York
|
-$42.5M |
| 4 |
Morgan Stanley
New York
|
-$38.6M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$35.4M |
BKLN Hedge Fund Activity: Q1 2017 in Review
386 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2017, worth a combined $5.85B — up 6.6% from $5.48B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new BKLN positions and 31 closed out — a net gain of 42 holders — while 168 added to existing stakes and 106 trimmed.
The largest buyer was Mitsubishi UFJ Trust & Banking, opening a new position worth an estimated $93.2M. The largest seller was JP Morgan Chase, cutting an estimated $195M.
- 386 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2017, up from 349 in Q4 2016.
- Funds reported $5.85B of Invesco Senior Loan ETF stock for Q1 2017, up 6.6% quarter-over-quarter.
- 73 funds opened new Invesco Senior Loan ETF positions in Q1 2017 and 31 closed out, a net change of +42 holders.
- The largest Invesco Senior Loan ETF buyer in Q1 2017 was Mitsubishi UFJ Trust & Banking, an estimated $93.2M added.
- The largest Invesco Senior Loan ETF seller in Q1 2017 was JP Morgan Chase, an estimated $195M sold.
Based on aggregated 13F filings for Q1 2017.