Invesco Senior Loan ETF
BKLN
276 hedge funds and large institutions have $3.07B invested in Invesco Senior Loan ETF in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 39 closing their positions.
10% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 39
0% less funds holding
Funds holding: 277 → 276 (-1)
0.74% less ownership
Funds ownership: 57.12% → 56.38% (-0.74%)
7% less capital invested
Capital invested by funds: $3.29B → $3.07B (-$216M)
19% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 113
21% less funds holding in top 10
Funds holding in top 10: 28 → 22 (-6)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $33.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$46M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$44.1M |
| 3 |
Neuberger Berman Group
New York
|
+$37.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$33M |
| 5 |
AssetMark Inc
Concord,
California
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AB
Aozora Bank
Tokyo,
Japan
|
-$194M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$149M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$37.3M |
| 4 |
Barclays
London,
United Kingdom
|
-$26.1M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$23.9M |
BKLN Hedge Fund Activity: Q1 2015 in Review
276 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2015, worth a combined $3.07B — down 6.6% from $3.29B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new BKLN positions and 39 closed out — a net gain of 4 holders — while 91 added to existing stakes and 113 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $46M. The largest seller was Aozora Bank, cutting an estimated $194M.
- 276 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2015, down from 277 in Q4 2014.
- Funds reported $3.07B of Invesco Senior Loan ETF stock for Q1 2015, down 6.6% quarter-over-quarter.
- 43 funds opened new Invesco Senior Loan ETF positions in Q1 2015 and 39 closed out, a net change of +4 holders.
- The largest Invesco Senior Loan ETF buyer in Q1 2015 was JP Morgan Chase, an estimated $46M added.
- The largest Invesco Senior Loan ETF seller in Q1 2015 was Aozora Bank, an estimated $194M sold.
Based on aggregated 13F filings for Q1 2015.