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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

365 hedge funds and large institutions have $5.71B invested in Invesco Senior Loan ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-14
Holders Change %
-3.69%
% of All Funds
9.11%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.7%
New
26
Increased
149
Reduced
132
Closed
38
Calls
$950K
Puts
$31.4M
Net Calls
-$30.4M
Net Calls Change
+$30.7M

Top Buyers

1
PI
1
PineBridge Investments
New York
$84.6M
2
BIAS
2
Beacon Investment Advisory Services
New Jersey
$91.7M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$232M
4
Franklin Resources
4
Franklin Resources
California
$101M
5
Morgan Stanley
5
Morgan Stanley
New York
$224M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$101M
2
Goldman Sachs
2
Goldman Sachs
New York
$345M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$0
5
MC
5
Muzinich & Co
New York
$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
226
Armor Investment Advisors
North Carolina
$712K -$27.8K -1,200 -4%
M&T Bank
227
M&T Bank
New York
$711K -$636K -27,447 -47%
BRWA
228
B. Riley Wealth Advisors
Florida
$705K -$24.5K -1,056 -3%
FAM
229
Foothills Asset Management
Arizona
$691K – – –
IH
230
IFC Holdings
Florida
$688K +$37K +1,598 +6%
VC
231
Vicus Capital
Pennsylvania
$670K -$197K -8,520 -23%
WI
232
Wintrust Investments
Illinois
$669K +$243K +10,500 +57%
LP
233
LGL Partners
Pennsylvania
$667K +$265K +11,429 +66%
PFS
234
Prospera Financial Services
Texas
$649K -$257K -11,087 -28%
Barclays
235
Barclays
United Kingdom
$648K +$46.3K +2,000 +8%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$640K +$306K +13,200 +91%
CA
237
Continuum Advisory
Idaho
$639K -$177K -7,660 -22%
AFNAS
238
American Financial Network Advisory Services
California
$635K +$635K +27,423 New
MMA
239
Miracle Mile Advisors
California
$623K +$301K +13,015 +94%
CAM
240
Concorde Asset Management
Michigan
$603K +$113K +4,865 +23%
Creative Planning
241
Creative Planning
Kansas
$599K -$120K -5,202 -17%
AIM
242
Arcadia Investment Management
Michigan
$593K – – –
CFA
243
Carroll Financial Associates
North Carolina
$585K +$34.2K +1,479 +6%
AI
244
Atria Investments
North Carolina
$567K -$1.36M -58,760 -71%
AIM
245
Astor Investment Management
Illinois
$563K -$154K -6,655 -21%
BF
246
BOK Financial
Oklahoma
$560K +$560K +24,167 New
IB
247
Intrust Bank
Kansas
$558K +$171K +7,390 +44%
N
248
Natixis
France
$543K -$61.2K -2,640 -10%
TSS
249
Two Sigma Securities
New York
$540K -$47.1K -2,032 -8%
RWP
250
RWA Wealth Partners
Massachusetts
$533K -$10.1M -436,641 -95%
8 9
10
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