Invesco Senior Loan ETF
BKLN
325 hedge funds and large institutions have $2.83B invested in Invesco Senior Loan ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 160 reducing their positions, and 83 closing their positions.
5.78% less ownership
Funds ownership: 81.12% → 75.34% (-5.8%)
13% less funds holding
Funds holding: 374 → 325 (-49)
25% less funds holding in top 10
Funds holding in top 10: 16 → 12 (-4)
40% less capital invested
Capital invested by funds: $4.68B → $2.83B (-$1.85B)
47% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 83
50% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 160
96% less call options, than puts
Call options by funds: $16.9M | Put options by funds: $383M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$39.5M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$35.4M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$35.4M |
| 4 |
Jane Street
New York
|
+$27.6M |
| 5 |
D.E. Shaw & Co
New York
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$286M |
| 2 |
BCC
Bain Capital Credit
Boston,
Massachusetts
|
-$197M |
| 3 |
JP Morgan Chase
New York
|
-$173M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$101M |
| 5 |
WAMC
Western Asset Management Company
Pasadena,
California
|
-$76.3M |
BKLN Hedge Fund Activity: Q1 2020 in Review
325 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2020, worth a combined $2.83B — down 40% from $4.68B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of BKLN and 44 opened new positions — a net loss of 39 holders — while 160 trimmed existing stakes and 80 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $39.5M. The largest seller was BlackRock, cutting an estimated $286M.
- 325 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2020, down from 374 in Q4 2019.
- Funds reported $2.83B of Invesco Senior Loan ETF stock for Q1 2020, down 40% quarter-over-quarter.
- 44 funds opened new Invesco Senior Loan ETF positions in Q1 2020 and 83 closed out, a net change of -39 holders.
- The largest Invesco Senior Loan ETF buyer in Q1 2020 was Charles Schwab, an estimated $39.5M added.
- The largest Invesco Senior Loan ETF seller in Q1 2020 was BlackRock, an estimated $286M sold.
Based on aggregated 13F filings for Q1 2020.