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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

386 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
8.85%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
62
Increased
153
Reduced
118
Closed
54
Calls
$263K
Puts
$7.38M
Net Calls
-$7.11M
Net Calls Change
-$2.66M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$377M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$157M
3
Goldman Sachs
Goldman Sachs
New York
$438M
4
CSIA
Charles Schwab Investment Advisory
California
$330M
5
Franklin Resources
Franklin Resources
California
$77.4M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
$105M
2
WAMC
Western Asset Management Company
California
$15.9M
3
GC
Guggenheim Capital
Illinois
$34.7M
4
PI
PineBridge Investments
New York
$54.7M
5
CI
Conning Inc
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
226
Advisory Services Network
Georgia
$731K -$120K -5,191 -14%
PI
227
PFS Investments
Georgia
$725K -$28.7K -1,244 -4%
MFBTD
228
MB Financial Bank - Trust Department
Illinois
$705K +$505K +22,056 +253%
ML
229
McAdam LLC
Pennsylvania
$696K +$104K +4,535 +18%
SAM
230
Shamrock Asset Management
Texas
$693K +$127K +5,555 +23%
SAM
231
Securian Asset Management
Minnesota
$684K – – –
AIM
232
Arcadia Investment Management
Michigan
$662K +$50.4K +2,200 +8%
Creative Planning
233
Creative Planning
Kansas
$644K +$5.29K +231 +0.8%
AIM
234
Astor Investment Management
Illinois
$617K +$105K +4,604 +21%
RCA
235
Rowland Carmichael Advisors
Arizona
$595K +$595K +25,972 New
HCC
236
Hirtle Callaghan & Co
Pennsylvania
$591K -$597K – –
MWM
237
Mission Wealth Management
California
$585K +$54.7K +2,386 +10%
Principal Financial Group
238
Principal Financial Group
Iowa
$584K – – –
FF
239
Fluent Financial
Texas
$580K +$580K +25,317 New
IB
240
Intrust Bank
Kansas
$571K – – –
PA
241
PFG Advisors
Arizona
$570K +$170K +7,427 +43%
UBS AM
242
UBS AM
Illinois
$568K +$4.26K +186 +0.8%
HS
243
Horan Securities
United States
$557K -$2.61M -113,414 -82%
RMAM
244
Raab & Moskowitz Asset Management
New Jersey
$553K +$9.16K +400 +2%
Barclays
245
Barclays
United Kingdom
$550K – – –
N
246
Natixis
France
$546K +$3.29K +144 +0.6%
HA
247
Harborview Advisors
Maine
$543K +$1.22K +53 +0.2%
SIA
248
SeaBridge Investment Advisors
New Jersey
$533K +$70.8K +3,095 +15%
NF
249
Nikulski Financial
Iowa
$499K +$23.8K +1,040 +5%
Lido Advisors
250
Lido Advisors
California
$497K +$43.4K +1,898 +10%
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