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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
CHAM
151
Clear Harbor Asset Management
Connecticut
$674K +$683K +27,250 New
BCM
152
Basso Capital Management
Connecticut
$619K +$627K +25,000 New
HFS
153
HL Financial Services
Kentucky
$589K +$597K +23,797 New
CTA
154
Chesley Taft & Associates
Illinois
$585K +$592K +23,630 New
TSW
155
Thompson Siegel & Walmsley
Virginia
$569K +$577K +23,000 New
IHL
156
Investment House LLC
California
$539K +$546K +21,780 New
ACM
157
Ashford Capital Management
Delaware
$522K +$529K +21,094 New
LPT
158
Legacy Private Trust
Wisconsin
$518K +$525K +20,930 New
Barclays
159
Barclays
United Kingdom
$481K +$487K +19,442 New
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$476K +$482K +19,230 New
N
161
Nuveen
North Carolina
$470K +$476K +19,000 New
AB
162
AT Bancorp
Iowa
$462K +$467K +18,642 New
EC
163
Estate Counselors
Wisconsin
$453K +$459K +18,300 New
CAM
164
Capstone Asset Management
Texas
$435K +$441K +17,595 New
YMRC
165
Yorktown Management & Research Company
Virginia
$421K +$426K +17,000 New
WPC
166
Waters Parkerson & Co
Louisiana
$396K +$401K +16,000 New
TF
167
Tompkins Financial
New York
$395K +$400K +15,950 New
SI
168
SII Investments
Wisconsin
$386K +$392K +15,634 New
CCWA
169
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$383K +$388K +15,456 New
Bank of New York Mellon
170
Bank of New York Mellon
New York
$376K +$381K +15,185 New
DMC
171
Drexel Morgan & Co
Pennsylvania
$370K +$374K +14,935 New
ICAS
172
Investors Capital Advisory Services
Massachusetts
$367K +$373K +14,895 New
VWM
173
Vector Wealth Management
Minnesota
$362K +$367K +14,639 New
ACM
174
Argentus Capital Management
Texas
$362K +$367K +14,644 New
FIAS
175
FinTrust Investment Advisory Services
South Carolina
$346K +$351K +13,985 New
5 6
7
8 9

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.