Invesco Senior Loan ETF
BKLN
378 hedge funds and large institutions have $4.27B invested in Invesco Senior Loan ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 90 increasing their positions, 157 reducing their positions, and 93 closing their positions.
10.2% more ownership
Funds ownership: 68.89% → 79.09% (+10%)
4% less funds holding
Funds holding: 395 → 378 (-17)
11% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 93
23% less capital invested
Capital invested by funds: $5.57B → $4.27B (-$1.3B)
33% less funds holding in top 10
Funds holding in top 10: 30 → 20 (-10)
43% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 157
91% less call options, than puts
Call options by funds: $45M | Put options by funds: $494M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$112M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$78.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$69.9M |
| 4 |
AssetMark Inc
Concord,
California
|
+$42.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$150M |
| 2 |
AB
Aozora Bank
Tokyo,
Japan
|
-$114M |
| 3 |
Goldman Sachs
New York
|
-$106M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$93.2M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$56.6M |
BKLN Hedge Fund Activity: Q4 2018 in Review
378 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2018, worth a combined $4.27B — down 23% from $5.57B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of BKLN and 83 opened new positions — a net loss of 10 holders — while 157 trimmed existing stakes and 90 added.
The largest buyer was JP Morgan Chase, adding an estimated $112M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $150M sold.
- 378 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2018, down from 395 in Q3 2018.
- Funds reported $4.27B of Invesco Senior Loan ETF stock for Q4 2018, down 23% quarter-over-quarter.
- 83 funds opened new Invesco Senior Loan ETF positions in Q4 2018 and 93 closed out, a net change of -10 holders.
- The largest Invesco Senior Loan ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $112M added.
- The largest Invesco Senior Loan ETF seller in Q4 2018 was Lord, Abbett & Co, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2018.