Invesco Senior Loan ETF
BKLN
439 hedge funds and large institutions have $5.75B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 33 closing their positions.
191% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 33
24% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 130
15% more funds holding
Funds holding: 382 → 439 (+57)
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
1.06% more ownership
Funds ownership: 89.3% → 90.36% (+1.1%)
2% less capital invested
Capital invested by funds: $5.85B → $5.75B (-$104M)
95% less call options, than puts
Call options by funds: $14.9M | Put options by funds: $325M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$89M |
| 2 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$60M |
| 3 |
ACG
Arch Capital Group
Pembroke,
Bermuda
|
+$54.9M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$49.9M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$48.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$222M |
| 2 |
JPG
Jordan Park Group
San Francisco,
California
|
-$96.9M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$79.1M |
| 4 |
Morgan Stanley
New York
|
-$78.8M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$67.4M |
BKLN Hedge Fund Activity: Q4 2021 in Review
439 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q4 2021, worth a combined $5.75B — down 1.8% from $5.85B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new BKLN positions and 33 closed out — a net gain of 63 holders — while 161 added to existing stakes and 130 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $89M. The largest seller was JP Morgan Chase, cutting an estimated $222M.
- 439 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q4 2021, up from 382 in Q3 2021.
- Funds reported $5.75B of Invesco Senior Loan ETF stock for Q4 2021, down 1.8% quarter-over-quarter.
- 96 funds opened new Invesco Senior Loan ETF positions in Q4 2021 and 33 closed out, a net change of +63 holders.
- The largest Invesco Senior Loan ETF buyer in Q4 2021 was Lord, Abbett & Co, an estimated $89M added.
- The largest Invesco Senior Loan ETF seller in Q4 2021 was JP Morgan Chase, an estimated $222M sold.
Based on aggregated 13F filings for Q4 2021.