Invesco Senior Loan ETF
BKLN
349 hedge funds and large institutions have $5.48B invested in Invesco Senior Loan ETF in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 138 increasing their positions, 100 reducing their positions, and 23 closing their positions.
270% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 23
40% more funds holding in top 10
Funds holding in top 10: 25 → 35 (+10)
38% more capital invested
Capital invested by funds: $3.97B → $5.48B (+$1.51B)
38% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 100
20% more funds holding
Funds holding: 291 → 349 (+58)
1.23% less ownership
Funds ownership: 70.39% → 69.16% (-1.2%)
98% less call options, than puts
Call options by funds: $908K | Put options by funds: $43.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$184M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$180M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$179M |
| 4 |
JP Morgan Chase
New York
|
+$173M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$31.1M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$27.5M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$23.2M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$20.4M |
| 5 |
WAMC
Western Asset Management Company
Pasadena,
California
|
-$20.2M |
BKLN Hedge Fund Activity: Q4 2016 in Review
349 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2016, worth a combined $5.48B — up 38% from $3.97B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new BKLN positions and 23 closed out — a net gain of 62 holders — while 138 added to existing stakes and 100 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $184M. The largest seller was AssetMark Inc, cutting an estimated $31.1M.
- 349 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2016, up from 291 in Q3 2016.
- Funds reported $5.48B of Invesco Senior Loan ETF stock for Q4 2016, up 38% quarter-over-quarter.
- 85 funds opened new Invesco Senior Loan ETF positions in Q4 2016 and 23 closed out, a net change of +62 holders.
- The largest Invesco Senior Loan ETF buyer in Q4 2016 was Goldman Sachs, an estimated $184M added.
- The largest Invesco Senior Loan ETF seller in Q4 2016 was AssetMark Inc, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2016.