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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

349 hedge funds and large institutions have $5.48B invested in Invesco Senior Loan ETF in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 138 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+59
Holders Change %
+20.34%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.88%
New
86
Increased
138
Reduced
100
Closed
23
Calls
$908K
Puts
$43.2M
Net Calls
-$42.3M
Net Calls Change
-$22M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$401M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$182M
3
CSIA
3
Charles Schwab Investment Advisory
California
$181M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$279M
5
Invesco
5
Invesco
Georgia
$141M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$17.8M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$2.15M
3
MIG
3
Mariner Investment Group
New York
$0
4
IA
4
IndexIQ Advisors
New York
$30.6M
5
WAMC
5
Western Asset Management Company
California
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
226
Wealthcare Advisory Partners
Pennsylvania
$606K +$55.6K +2,381 +10%
PFS
227
Prospera Financial Services
Texas
$598K +$123K +5,270 +26%
BW
228
Bison Wealth
Georgia
$592K -$144K -6,182 -20%
WA
229
Winfield Associates
Ohio
$591K +$11.7K +500 +2%
PP
230
Palladium Partners
Virginia
$589K -$22.2K -950 -4%
SIA
231
Starfire Investment Advisers
Michigan
$582K +$36.8K +1,577 +7%
PCM
232
Pointe Capital Management
Michigan
$582K +$582K +24,916 New
CIA
233
Covington Investment Advisors
Pennsylvania
$575K +$58.5K +2,505 +11%
PFA
234
Paradigm Financial Advisors
Missouri
$572K -$31.3K -1,342 -5%
HH
235
Hilltop Holdings
Texas
$571K -$330K -14,145 -37%
BOTW
236
Bank of the West
California
$563K -$79.3K -3,392 -12%
ML
237
McAdam LLC
Pennsylvania
$553K +$553K +23,693 New
HCM
238
Hollencrest Capital Management
California
$549K -$63.4K -2,715 -10%
EAMA
239
EFG Asset Management (Americas)
Florida
$546K -$39.9K -1,708 -7%
SPC
240
Sigma Planning Corp
Michigan
$512K +$125K +5,348 +32%
MA
241
MUFG Americas
New York
$510K +$173K +7,425 +52%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$503K -$69.6K -2,979 -12%
OFW
243
Omnia Family Wealth
Florida
$491K +$491K +21,000 New
GAG
244
GM Advisory Group
New York
$485K – – –
CS
245
Comerica Securities
Michigan
$470K +$21.2K +908 +5%
SIA
246
SeaBridge Investment Advisors
New Jersey
$466K +$451K +19,300 +2,969%
PMG
247
ProVise Management Group
Florida
$460K -$90.6K -3,875 -16%
NFG
248
Next Financial Group
Texas
$455K +$186K +7,958 +69%
OMC
249
Old Mission Capital
Illinois
$452K -$642K -27,499 -59%
AA
250
Alesco Advisors
New York
$440K -$34.8K -1,490 -7%
8 9
10
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