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Invesco Senior Loan ETF

334 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

26% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 102

12% more capital invested

Capital invested by funds: $3.3B → $3.71B (+$409M)

5% more funds holding

Funds holding: 317334 (+17)

9.92% less ownership

Funds ownership: 83.66%73.74% (-9.9%)

87% less call options, than puts

Call options by funds: $36.1M | Put options by funds: $274M

Holders
334
Holders Change
+17
Holders Change %
+5.36%
% of All Funds
5.88%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
58
Increased
129
Reduced
102
Closed
38
Calls
$36.1M
Puts
$274M
Net Calls
-$238M
Net Calls Change
-$71.9M

BKLN Hedge Fund Activity: Q4 2020 in Review

334 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2020, worth a combined $3.71B — up 12% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BKLN positions and 38 closed out — a net gain of 20 holders — while 129 added to existing stakes and 102 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $96.3M. The largest seller was Prudential plc, cutting an estimated $485M.

  • 334 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2020, up from 317 in Q3 2020.
  • Funds reported $3.71B of Invesco Senior Loan ETF stock for Q4 2020, up 12% quarter-over-quarter.
  • 58 funds opened new Invesco Senior Loan ETF positions in Q4 2020 and 38 closed out, a net change of +20 holders.
  • The largest Invesco Senior Loan ETF buyer in Q4 2020 was Jane Street, an estimated $96.3M added.
  • The largest Invesco Senior Loan ETF seller in Q4 2020 was Prudential plc, an estimated $485M sold.

Based on aggregated 13F filings for Q4 2020.