Invesco Senior Loan ETF
BKLN
386 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 118 reducing their positions, and 54 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 118
15% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 54
1% more funds holding
Funds holding: 381 → 386 (+5)
0.01% less ownership
Funds ownership: 67% → 67% (-0.01%)
1% less capital invested
Capital invested by funds: $5.43B → $5.37B (-$55M)
9% less funds holding in top 10
Funds holding in top 10: 35 → 32 (-3)
96% less call options, than puts
Call options by funds: $263K | Put options by funds: $7.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$155M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$115M |
| 3 |
Goldman Sachs
New York
|
+$113M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$82.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$77.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$143M |
| 2 |
WAMC
Western Asset Management Company
Pasadena,
California
|
-$88M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$82.4M |
| 4 |
PI
PineBridge Investments
New York
|
-$51.2M |
| 5 |
CI
Conning Inc
Hartford,
Connecticut
|
-$50.2M |
BKLN Hedge Fund Activity: Q2 2018 in Review
386 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2018, worth a combined $5.37B — down 1% from $5.43B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new BKLN positions and 54 closed out — a net gain of 8 holders — while 153 added to existing stakes and 118 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was Nan Shan Life Insurance, cutting an estimated $143M.
- 386 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2018, up from 381 in Q1 2018.
- Funds reported $5.37B of Invesco Senior Loan ETF stock for Q2 2018, down 1% quarter-over-quarter.
- 62 funds opened new Invesco Senior Loan ETF positions in Q2 2018 and 54 closed out, a net change of +8 holders.
- The largest Invesco Senior Loan ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $155M added.
- The largest Invesco Senior Loan ETF seller in Q2 2018 was Nan Shan Life Insurance, an estimated $143M sold.
Based on aggregated 13F filings for Q2 2018.