Invesco Senior Loan ETF
BKLN
273 hedge funds and large institutions have $3.19B invested in Invesco Senior Loan ETF in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 123 increasing their positions, 68 reducing their positions, and 22 closing their positions.
141% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 22
81% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 68
12% more funds holding in top 10
Funds holding in top 10: 33 → 37 (+4)
11% more funds holding
Funds holding: 246 → 273 (+27)
11% more capital invested
Capital invested by funds: $2.88B → $3.19B (+$313M)
0.68% less ownership
Funds ownership: 51.2% → 50.52% (-0.68%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
Aozora Bank
Tokyo,
Japan
|
+$150M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$86.8M |
| 3 |
Goldman Sachs
New York
|
+$35.2M |
| 4 |
QI
QS Investors
New York
|
+$30.3M |
| 5 |
JP Morgan Chase
New York
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$94.1M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$22M |
| 3 |
Jane Street
New York
|
-$21.8M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$20.3M |
| 5 |
AssetMark Inc
Concord,
California
|
-$20.2M |
BKLN Hedge Fund Activity: Q4 2013 in Review
273 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2013, worth a combined $3.19B — up 11% from $2.88B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new BKLN positions and 22 closed out — a net gain of 31 holders — while 123 added to existing stakes and 68 trimmed.
The largest buyer was Aozora Bank, opening a new position worth an estimated $150M. The largest seller was RiverFront Investment Group, cutting an estimated $94.1M.
- 273 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2013, up from 246 in Q3 2013.
- Funds reported $3.19B of Invesco Senior Loan ETF stock for Q4 2013, up 11% quarter-over-quarter.
- 53 funds opened new Invesco Senior Loan ETF positions in Q4 2013 and 22 closed out, a net change of +31 holders.
- The largest Invesco Senior Loan ETF buyer in Q4 2013 was Aozora Bank, an estimated $150M added.
- The largest Invesco Senior Loan ETF seller in Q4 2013 was RiverFront Investment Group, an estimated $94.1M sold.
Based on aggregated 13F filings for Q4 2013.