Invesco Senior Loan ETF
BKLN
432 hedge funds and large institutions have $3.87B invested in Invesco Senior Loan ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 119 increasing their positions, 165 reducing their positions, and 41 closing their positions.
127% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 41
31% more funds holding in top 10
Funds holding in top 10: 16 → 21 (+5)
20% more capital invested
Capital invested by funds: $3.22B → $3.87B (+$651M)
12% more funds holding
Funds holding: 385 → 432 (+47)
10.87% less ownership
Funds ownership: 102.28% → 91.41% (-11%)
28% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 165
99% less call options, than puts
Call options by funds: $4.93M | Put options by funds: $534M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$248M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$167M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$86.7M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$46.6M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$87.3M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$82.4M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$67.9M |
| 4 |
Morgan Stanley
New York
|
-$65.3M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$50.7M |
BKLN Hedge Fund Activity: Q4 2022 in Review
432 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2022, worth a combined $3.87B — up 20% from $3.22B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new BKLN positions and 41 closed out — a net gain of 52 holders — while 119 added to existing stakes and 165 trimmed.
The largest buyer was CIBC Asset Management, opening a new position worth an estimated $248M. The largest seller was Envestnet Asset Management, cutting an estimated $87.3M.
- 432 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2022, up from 385 in Q3 2022.
- Funds reported $3.87B of Invesco Senior Loan ETF stock for Q4 2022, up 20% quarter-over-quarter.
- 93 funds opened new Invesco Senior Loan ETF positions in Q4 2022 and 41 closed out, a net change of +52 holders.
- The largest Invesco Senior Loan ETF buyer in Q4 2022 was CIBC Asset Management, an estimated $248M added.
- The largest Invesco Senior Loan ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $87.3M sold.
Based on aggregated 13F filings for Q4 2022.