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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
TD Asset Management
1
TD Asset Management
Ontario, Canada
$176M +$178M +7,093,800 New
U
2
UBS
Switzerland
$166M +$168M +6,701,869 New
Morgan Stanley
3
Morgan Stanley
New York
$166M +$168M +6,698,125 New
Wells Fargo
4
Wells Fargo
California
$157M +$159M +6,338,845 New
Goldman Sachs
5
Goldman Sachs
New York
$121M +$123M +4,891,222 New
JP Morgan Chase
6
JP Morgan Chase
New York
$120M +$122M +4,866,303 New
RIG
7
RiverFront Investment Group
Virginia
$110M +$112M +4,456,218 New
Bank of America
8
Bank of America
North Carolina
$95.9M +$97.1M +3,873,623 New
WI
9
WBI Investments
New Jersey
$75.2M +$76.2M +3,039,785 New
VA
10
Valmark Advisers
Ohio
$46.2M +$46.8M +1,864,912 New
Invesco
11
Invesco
Georgia
$42.3M +$42.9M +1,710,772 New
LPL Financial
12
LPL Financial
California
$40.6M +$41.1M +1,639,288 New
IA
13
IndexIQ Advisors
New York
$38.2M +$38.7M +1,545,121 New
Wellington Management Group
14
Wellington Management Group
Massachusetts
$34.2M +$34.7M +1,383,192 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$31.2M +$31.6M +1,259,352 New
K
16
Kemper
Illinois
$29.7M +$30.1M +1,200,000 New
BCI
17
Brinker Capital Investments
Pennsylvania
$29.3M +$29.7M +1,182,821 New
GC
18
Guggenheim Capital
Illinois
$26.4M +$26.8M +1,068,373 New
GF
19
Genworth Financial
Virginia
$26.1M +$26.4M +1,054,351 New
CI
20
Cowen Inc
New York
$25.6M +$25.9M +1,032,600 New
BlackRock
21
BlackRock
New York
$24.5M +$24.8M +991,000 New
SMA
22
Simply Money Advisors
Ohio
$24.5M +$24.8M +990,542 New
ARC
23
Absolute Return Capital
Massachusetts
$21.7M +$21.9M +875,258 New
B
24
Baird
Wisconsin
$21.7M +$21.9M +874,775 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$21.5M +$21.8M +869,057 New
1
2 3 4 5

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.