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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

395 hedge funds and large institutions have $5.57B invested in Invesco Senior Loan ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+9
Holders Change %
+2.33%
% of All Funds
9.05%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.69%
New
49
Increased
133
Reduced
152
Closed
40
Calls
$422K
Puts
$36.4M
Net Calls
-$36M
Net Calls Change
-$28.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$101M
2
Ameriprise
Ameriprise
Minnesota
+$53M
3
SAM
Symphony Asset Management
California
+$47.3M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$35M
5
Bank of America
Bank of America
North Carolina
+$30.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$265M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$167M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
KI
Koch Industries
Kansas
-$21.7M
5
WCM
Windham Capital Management
Massachusetts
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
226
Hilltop Holdings
Texas
$714K -$482K -20,802 -40%
MFBTD
227
MB Financial Bank - Trust Department
Illinois
$713K – – –
ML
228
McAdam LLC
Pennsylvania
$710K +$5.1K +220 +0.7%
Nuveen Asset Management
229
Nuveen Asset Management
Illinois
$707K +$707K +30,530 New
SAM
230
Securian Asset Management
Minnesota
$692K – – –
SAM
231
Shamrock Asset Management
Texas
$688K -$12.7K -550 -2%
Creative Planning
232
Creative Planning
Kansas
$673K +$21.4K +925 +3%
AIM
233
Arcadia Investment Management
Michigan
$670K – – –
MWM
234
Mission Wealth Management
California
$636K +$44.7K +1,931 +8%
LFAS
235
Level Four Advisory Services
Texas
$625K -$141K -6,095 -18%
MCM
236
Mainstay Capital Management
Michigan
$623K +$623K +26,874 New
RCA
237
Rowland Carmichael Advisors
Arizona
$602K – – –
AWA
238
Arete Wealth Advisors
Illinois
$602K +$602K +25,970 New
Principal Financial Group
239
Principal Financial Group
Iowa
$591K – – –
NF
240
Nikulski Financial
Iowa
$585K +$82.9K +3,599 +17%
IB
241
Intrust Bank
Kansas
$578K – – –
PP
242
Prudential plc
United Kingdom
$565K -$1.99M -85,780 -78%
N
243
Natixis
France
$560K +$5.45K +235 +1%
UBS AM
244
UBS AM
Illinois
$557K -$17.4K -751 -3%
Barclays
245
Barclays
United Kingdom
$556K – – –
CTA
246
Chesley Taft & Associates
Illinois
$555K -$762K -32,900 -58%
FA
247
FDx Advisors
Illinois
$553K +$553K +23,866 New
MWA
248
Martel Wealth Advisors
Washington
$551K +$551K +23,800 New
SIA
249
SeaBridge Investment Advisors
New Jersey
$540K – – –
WCM
250
Windham Capital Management
Massachusetts
$537K -$21.6M -934,896 -98%
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