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Invesco Senior Loan ETF

274 hedge funds and large institutions have $3.09B invested in Invesco Senior Loan ETF in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

14% more capital invested

Capital invested by funds: $2.7B → $3.09B (+$388M)

5% more funds holding

Funds holding: 260274 (+14)

0.5% more ownership

Funds ownership: 67.23%67.73% (+0.5%)

11% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 106

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

99% less call options, than puts

Call options by funds: $271K | Put options by funds: $21M

Holders
274
Holders Change
+14
Holders Change %
+5.38%
% of All Funds
7.29%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.43%
New
38
Increased
94
Reduced
106
Closed
21
Calls
$271K
Puts
$21M
Net Calls
-$20.7M
Net Calls Change
+$4.09M

BKLN Hedge Fund Activity: Q2 2016 in Review

274 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2016, worth a combined $3.09B — up 14% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BKLN positions and 21 closed out — a net gain of 17 holders — while 94 added to existing stakes and 106 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $187M. The largest seller was IndexIQ Advisors, cutting an estimated $135M.

  • 274 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2016, up from 260 in Q1 2016.
  • Funds reported $3.09B of Invesco Senior Loan ETF stock for Q2 2016, up 14% quarter-over-quarter.
  • 38 funds opened new Invesco Senior Loan ETF positions in Q2 2016 and 21 closed out, a net change of +17 holders.
  • The largest Invesco Senior Loan ETF buyer in Q2 2016 was Goldman Sachs, an estimated $187M added.
  • The largest Invesco Senior Loan ETF seller in Q2 2016 was IndexIQ Advisors, an estimated $135M sold.

Based on aggregated 13F filings for Q2 2016.