We are live on ! Find out more
BKLN icon

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
DBT
201
Dubuque Bank & Trust
Iowa
$106K +$107K +4,265 New
OAM
202
Orinda Asset Management
California
$64K +$64.7K +2,581 New
FHC
203
First Horizon Corporation
Tennessee
$60K +$60.8K +2,425 New
BTS
204
BB&T Securities
Virginia
$57.4K +$5.81M +231,798 New
KTC
205
Kistler-Tiffany Companies
Pennsylvania
$33K +$33.4K +1,331 New
Creative Planning
206
Creative Planning
Kansas
$31K +$31.4K +1,253 New
FBT
207
Founders Bank & Trust
Michigan
$27K +$27.2K +1,085 New
PFO
208
Pathstone Family Office
New Jersey
$25K +$25.1K +1,000 New
ST
209
Smithfield Trust
Pennsylvania
$25K +$25.1K +1,000 New
WF
210
WealthTrust Fairport
Ohio
$17K +$17.6K +700 New
CTC
211
Central Trust Company
Missouri
$13K +$13.2K +528 New
LNB
212
Ledyard National Bank
$12K +$11.8K +470 New
US Bancorp
213
US Bancorp
Minnesota
$12K +$12K +479 New
MAS
214
Madden Advisory Services
Florida
$11K +$10.9K +435 New
HI
215
Hudock Inc
Pennsylvania
$10K +$9.7K +387 New
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$10K +$10.2K +405 New
HCM
217
Highlander Capital Management
New Jersey
$7.42K +$7.52K +300 New
WRM
218
Westport Resources Management
Connecticut
$7K +$7.52K +300 New
CEMP
219
Compass Efficient Model Portfolios
Tennessee
$6K +$5.64K +225 New
Northern Trust
220
Northern Trust
Illinois
$6K +$652K +26,000 New
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$2.62K +$2.66M +106,011 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.