Invesco Senior Loan ETF
BKLN
311 hedge funds and large institutions have $3.4B invested in Invesco Senior Loan ETF in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 89 increasing their positions, 116 reducing their positions, and 66 closing their positions.
20% more capital invested
Capital invested by funds: $2.83B → $3.4B (+$567M)
7.96% more ownership
Funds ownership: 75.34% → 83.3% (+8%)
4% less funds holding
Funds holding: 325 → 311 (-14)
21% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 66
23% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 116
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
94% less call options, than puts
Call options by funds: $24M | Put options by funds: $435M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$191M |
| 2 |
Goldman Sachs
New York
|
+$160M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$84.6M |
| 4 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$61M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$103M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$86.9M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$42.3M |
| 4 |
Barclays
London,
United Kingdom
|
-$30.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$30.3M |
BKLN Hedge Fund Activity: Q2 2020 in Review
311 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2020, worth a combined $3.4B — up 20% from $2.83B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of BKLN and 52 opened new positions — a net loss of 14 holders — while 116 trimmed existing stakes and 89 added.
The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $103M.
- 311 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2020, down from 325 in Q1 2020.
- Funds reported $3.4B of Invesco Senior Loan ETF stock for Q2 2020, up 20% quarter-over-quarter.
- 52 funds opened new Invesco Senior Loan ETF positions in Q2 2020 and 66 closed out, a net change of -14 holders.
- The largest Invesco Senior Loan ETF buyer in Q2 2020 was JP Morgan Chase, an estimated $191M added.
- The largest Invesco Senior Loan ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2020.