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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

379 hedge funds and large institutions have $5.73B invested in Invesco Senior Loan ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
9.46%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.67%
New
38
Increased
164
Reduced
121
Closed
37
Calls
$569K
Puts
$61.7M
Net Calls
-$61.1M
Net Calls Change
-$17.4M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$185M
2
Ameriprise
2
Ameriprise
Minnesota
$180M
3
WAMC
3
Western Asset Management Company
California
$150M
4
KI
4
Koch Industries
Kansas
$39.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$138M

Top Sellers

1
MC
1
Muzinich & Co
New York
$33.6M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
FT
4
Fiduciary Trust
Massachusetts
$8.42M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$833K -$49.2K -2,124 -6%
CA
227
Continuum Advisory
Idaho
$816K +$69.3K +2,995 +9%
CI
228
Cavalier Investments
Georgia
$790K – – –
ASN
229
Advisory Services Network
Georgia
$783K +$123K +5,302 +19%
MSAM
230
Moloney Securities Asset Management
Missouri
$782K +$62K +2,682 +9%
CIA
231
Covington Investment Advisors
Pennsylvania
$779K -$1.39K -60 -0.2%
TF
232
Tompkins Financial
New York
$779K +$310K +13,430 +66%
FIM
233
Fernwood Investment Management
Massachusetts
$767K +$504K +21,799 +192%
AGA
234
Accuvest Global Advisors
Utah
$763K -$6.48K -280 -0.8%
ACM
235
Alethea Capital Management
Washington
$748K – – –
SCM
236
Sandler Capital Management
New York
$747K – – –
SG
237
Swarthmore Group
Pennsylvania
$746K – – –
CS
238
Comerica Securities
Michigan
$745K +$2.66K +115 +0.4%
MLM
239
Mount Lucas Management
Pennsylvania
$745K +$38.1K +1,646 +5%
AIA
240
Armor Investment Advisors
North Carolina
$739K -$13.9K -600 -2%
BRWA
241
B. Riley Wealth Advisors
Florida
$729K +$82.1K +3,544 +13%
Creative Planning
242
Creative Planning
Kansas
$719K -$51.1K -2,207 -7%
AIM
243
Astor Investment Management
Illinois
$717K +$73.5K +3,174 +11%
Principal Financial Group
244
Principal Financial Group
Iowa
$706K +$417K +18,000 +144%
FAM
245
Foothills Asset Management
Arizona
$690K +$122K +5,268 +21%
ML
246
McAdam LLC
Pennsylvania
$681K +$132K +5,686 +24%
PAG
247
Pinnacle Advisory Group
Maryland
$663K +$14.2K +613 +2%
GWM
248
Greenwich Wealth Management
Connecticut
$655K +$53.6K +2,317 +9%
IH
249
IFC Holdings
Florida
$651K +$5.45K +235 +0.8%
HWM
250
Highwater Wealth Management
Colorado
$627K -$126K -5,449 -17%
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