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Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$73.1M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.52%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M

BKLN Hedge Fund Activity: Q2 2023 in Review

416 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Loan ETF (BKLN) for Q2 2023, worth a combined $3.78B — up 2% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BKLN positions and 57 closed out — a net gain of 1 holder — while 135 added to existing stakes and 154 trimmed.

The largest buyer was Ocean Park Asset Management, adding an estimated $90M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $103M sold.

  • 416 institutional investors held Invesco Senior Loan ETF (BKLN) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $3.78B of Invesco Senior Loan ETF stock for Q2 2023, up 2% quarter-over-quarter.
  • 58 funds opened new Invesco Senior Loan ETF positions in Q2 2023 and 57 closed out, a net change of +1 holder.
  • The largest Invesco Senior Loan ETF buyer in Q2 2023 was Ocean Park Asset Management, an estimated $90M added.
  • The largest Invesco Senior Loan ETF seller in Q2 2023 was State of New Jersey Common Pension Fund D, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2023.