Invesco Senior Loan ETF
BKLN
419 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 175 reducing their positions, and 72 closing their positions.
6.2% more ownership
Funds ownership: 91.41% → 97.61% (+6.2%)
2% more capital invested
Capital invested by funds: $3.63B → $3.71B (+$80.4M)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
3% less funds holding
Funds holding: 432 → 419 (-13)
11% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 72
29% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 175
94% less call options, than puts
Call options by funds: $21.1M | Put options by funds: $347M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$155M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$81.9M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$77.4M |
| 4 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$73.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$70M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$107M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$98M |
| 3 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$89.5M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$74.3M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$54.9M |
BKLN Hedge Fund Activity: Q1 2023 in Review
419 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q1 2023, worth a combined $3.71B — up 2.2% from $3.63B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of BKLN and 64 opened new positions — a net loss of 8 holders — while 175 trimmed existing stakes and 125 added.
The largest buyer was Grimes & Company, adding an estimated $155M. The largest seller was Ocean Park Asset Management, cutting an estimated $107M.
- 419 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q1 2023, down from 432 in Q4 2022.
- Funds reported $3.71B of Invesco Senior Loan ETF stock for Q1 2023, up 2.2% quarter-over-quarter.
- 64 funds opened new Invesco Senior Loan ETF positions in Q1 2023 and 72 closed out, a net change of -8 holders.
- The largest Invesco Senior Loan ETF buyer in Q1 2023 was Grimes & Company, an estimated $155M added.
- The largest Invesco Senior Loan ETF seller in Q1 2023 was Ocean Park Asset Management, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2023.