Invesco Senior Loan ETF
BKLN
365 hedge funds and large institutions have $5.72B invested in Invesco Senior Loan ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 132 reducing their positions, and 38 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 132
4% more funds holding in top 10
Funds holding in top 10: 27 → 28 (+1)
1.97% more ownership
Funds ownership: 63.13% → 65.1% (+2%)
0% less capital invested
Capital invested by funds: $5.73B → $5.72B (-$16.9M)
4% less funds holding
Funds holding: 379 → 365 (-14)
32% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 38
97% less call options, than puts
Call options by funds: $950K | Put options by funds: $31.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PineBridge Investments
New York
|
+$71.6M |
| 2 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
+$51.8M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$46.3M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$41.5M |
| 5 |
Morgan Stanley
New York
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$115M |
| 2 |
Goldman Sachs
New York
|
-$103M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$30.6M |
| 4 |
CFIA
Cantor Fitzgerald Investment Advisors
New York
|
-$29.6M |
| 5 |
MC
Muzinich & Co
New York
|
-$25.8M |
BKLN Hedge Fund Activity: Q3 2017 in Review
365 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q3 2017, worth a combined $5.72B — down 0.29% from $5.73B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of BKLN and 26 opened new positions — a net loss of 12 holders — while 132 trimmed existing stakes and 149 added.
The largest buyer was PineBridge Investments, adding an estimated $71.6M. The largest seller was UBS Group, cutting an estimated $115M.
- 365 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q3 2017, down from 379 in Q2 2017.
- Funds reported $5.72B of Invesco Senior Loan ETF stock for Q3 2017, down 0.29% quarter-over-quarter.
- 26 funds opened new Invesco Senior Loan ETF positions in Q3 2017 and 38 closed out, a net change of -12 holders.
- The largest Invesco Senior Loan ETF buyer in Q3 2017 was PineBridge Investments, an estimated $71.6M added.
- The largest Invesco Senior Loan ETF seller in Q3 2017 was UBS Group, an estimated $115M sold.
Based on aggregated 13F filings for Q3 2017.