Invesco Senior Loan ETF
BKLN
349 hedge funds and large institutions have $3.41B invested in Invesco Senior Loan ETF in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 47 closing their positions.
10.26% more ownership
Funds ownership: 70.12% → 80.39% (+10%)
5% less funds holding
Funds holding: 366 → 349 (-17)
10% less capital invested
Capital invested by funds: $3.79B → $3.41B (-$375M)
14% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 136
19% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 47
64% less funds holding in top 10
Funds holding in top 10: 14 → 5 (-9)
94% less call options, than puts
Call options by funds: $34.5M | Put options by funds: $622M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$94.9M |
| 2 |
Goldman Sachs
New York
|
+$85.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$76.8M |
| 4 |
Barclays
London,
United Kingdom
|
+$52.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$405M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$67.8M |
| 3 |
BlackRock
New York
|
-$47M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$35.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$34.7M |
BKLN Hedge Fund Activity: Q2 2019 in Review
349 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2019, worth a combined $3.41B — down 9.9% from $3.79B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of BKLN and 38 opened new positions — a net loss of 9 holders — while 136 trimmed existing stakes and 117 added.
The largest buyer was Neuberger Berman Group, adding an estimated $94.9M. The largest seller was JP Morgan Chase, cutting an estimated $405M.
- 349 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2019, down from 366 in Q1 2019.
- Funds reported $3.41B of Invesco Senior Loan ETF stock for Q2 2019, down 9.9% quarter-over-quarter.
- 38 funds opened new Invesco Senior Loan ETF positions in Q2 2019 and 47 closed out, a net change of -9 holders.
- The largest Invesco Senior Loan ETF buyer in Q2 2019 was Neuberger Berman Group, an estimated $94.9M added.
- The largest Invesco Senior Loan ETF seller in Q2 2019 was JP Morgan Chase, an estimated $405M sold.
Based on aggregated 13F filings for Q2 2019.