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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

378 hedge funds and large institutions have $4.27B invested in Invesco Senior Loan ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 90 increasing their positions, 157 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-17
Holders Change %
-4.3%
% of All Funds
8.44%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.45%
New
83
Increased
90
Reduced
157
Closed
93
Calls
$45M
Puts
$494M
Net Calls
-$449M
Net Calls Change
-$413M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$107M
2
IA
IndexIQ Advisors
New York
+$75.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.9M
4
AssetMark Inc
AssetMark Inc
California
+$41M
5
Bank of America
Bank of America
North Carolina
+$24.7M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$150M
2
AB
Aozora Bank
Japan
-$109M
3
Goldman Sachs
Goldman Sachs
New York
-$101M
4
CSIA
Charles Schwab Investment Advisory
California
-$89.2M
5
GC
Grimes & Company
Massachusetts
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$527K +$527K +24,008 New
HH
227
Hilltop Holdings
Texas
$520K -$150K -6,897 -22%
SIA
228
SeaBridge Investment Advisors
New Jersey
$507K – – –
MWA
229
Martel Wealth Advisors
Washington
$502K -$16.9K -774 -3%
H
230
Hexavest
Quebec, Canada
$495K -$897K -41,131 -64%
HR
231
Hardy Reed
Mississippi
$471K +$471K +21,607 New
CPP
232
Crow Point Partners
Massachusetts
$458K – – –
HCM
233
Hollencrest Capital Management
California
$458K +$3.07K +141 +0.7%
BA
234
Boston Advisors
Massachusetts
$455K -$7.1M -326,258 -94%
GC
235
Grimes & Company
Massachusetts
$451K -$54.1M -2,486,911 -99%
AC
236
Almitas Capital
California
$447K +$447K +20,522 New
HS
237
Horan Securities
United States
$443K -$73.6K -3,282 -14%
UBS AM
238
UBS AM
Illinois
$441K -$83.1K -3,814 -16%
SPC
239
Sigma Planning Corp
Michigan
$438K -$1.5M -68,792 -77%
QFA
240
Quattro Financial Advisors
Texas
$428K -$540K -24,002 -56%
WA
241
Wambolt & Associates
Colorado
$426K +$426K +19,557 New
AP
242
Appleton Partners
Massachusetts
$422K +$422K +19,398 New
ICM
243
Ionic Capital Management
New York
$414K +$414K +19,000 New
PCM
244
Penn Capital Management
Pennsylvania
$408K +$408K +18,725 New
RCA
245
Rowland Carmichael Advisors
Arizona
$407K -$159K -7,300 -28%
AFC
246
AFT Forsyth & Company
Florida
$400K – – –
SFWA
247
Summit Financial Wealth Advisors
Louisiana
$397K -$28.3K -1,300 -7%
OC
248
Oppenheimer & Co
New York
$387K -$6.53M -300,204 -94%
FUBT
249
First United Bank & Trust
Maryland
$362K +$16.6K +761 +5%
AIC
250
Ameritas Investment Company
Nebraska
$358K +$358K +16,415 New
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