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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
CASB
176
Cape Ann Savings Bank
Massachusetts
$341K +$345K +13,779 New
RCAG
177
Rehmann Capital Advisory Group
Michigan
$339K +$343K +13,687 New
MCC
178
Mid Continent Capital
Illinois
$336K +$341K +13,600 New
MG
179
MDE Group
New Jersey
$328K +$332K +13,244 New
UR
180
USCA RIA
Texas
$322K +$326K +13,015 New
PFS
181
Prospera Financial Services
Texas
$321K +$325K +12,966 New
RT
182
Reliance Trust
Georgia
$320K +$325K +12,943 New
NES
183
New England Securities
New York
$313K +$318K +12,665 New
CWM
184
Cabot Wealth Management
Massachusetts
$310K +$314K +12,528 New
RJT
185
Raymond James Trust
Florida
$309K +$312K +12,460 New
VFS
186
VSR Financial Services
Kansas
$297K +$300K +11,984 New
CCA
187
Catalyst Capital Advisors
New York
$297K +$301K +12,000 New
FHA
188
First Horizon Advisors
Tennessee
$285K +$289K +11,510 New
WI
189
WrapManager Inc
California
$267K +$270K +10,787 New
GT
190
Glenmede Trust
Pennsylvania
$252K +$256K +10,218 New
SF
191
Synovus Financial
Georgia
$248K +$251K +10,000 New
ACM
192
Avalon Capital Management
California
$232K +$235K +9,360 New
CIA
193
Covington Investment Advisors
Pennsylvania
$227K +$230K +9,165 New
RIA
194
Regal Investment Advisors
Michigan
$224K +$227K +9,054 New
JFGIW
195
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K +$198K +7,900 New
BFEC
196
Benjamin F. Edwards & Company
Missouri
$192K +$195K +7,771 New
BRWA
197
B. Riley Wealth Advisors
Florida
$177K +$180K +7,169 New
1IC
198
1919 Investment Counsel
Maryland
$134K +$135K +5,400 New
QBFM
199
QS Batterymarch Financial Management
New York
$123K +$124K +4,960 New
MWAM
200
Mariner Wealth Advisors (Madison)
Kansas
$118K +$120K +4,785 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.