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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

373 hedge funds and large institutions have $4.67B invested in Invesco Senior Loan ETF in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 128 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+32
Holders Change %
+9.38%
% of All Funds
7.37%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.32%
New
73
Increased
128
Reduced
133
Closed
34
Calls
$32.9M
Puts
$435M
Net Calls
-$402M
Net Calls Change
-$6.65M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$86.9M
2
Barclays
Barclays
United Kingdom
$90.7M
3
BCC
Bain Capital Credit
Massachusetts
$197M
4
WAMC
Western Asset Management Company
California
$96.8M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$49.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$150M
2
Citigroup
Citigroup
New York
$25.3M
3
Franklin Resources
Franklin Resources
California
$53.3M
4
Morgan Stanley
Morgan Stanley
New York
$106M
5
Ameriprise
Ameriprise
Minnesota
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
226
DDD Partners
Washington
$450K +$31.9K +1,395 +8%
CAM
227
Concorde Asset Management
Michigan
$449K -$49K -2,146 -10%
FUBT
228
First United Bank & Trust
Maryland
$443K +$11.7K +514 +3%
CWA
229
Capital Wealth Alliance
Arizona
$434K +$434K +19,194 New
SBWM
230
Sunflower Bank Wealth Management
Arizona
$433K +$3.31K +145 +0.8%
NF
231
Nikulski Financial
Iowa
$423K -$77.7K -3,424 -16%
KWA
232
KCS Wealth Advisory
California
$421K -$282K -12,376 -40%
ACM
233
Anfield Capital Management
California
$421K – – –
PP
234
PagnatoKarp Partners
Virginia
$416K -$8.93K -391 -2%
RFC
235
Regions Financial Corp
Alabama
$395K +$163K +7,163 +70%
AIP
236
Ahrens Investment Partners
Louisiana
$390K -$36.5K -1,600 -9%
NFG
237
Next Financial Group
Texas
$387K +$1.55K +68 +0.4%
KC
238
Kingfisher Capital
North Carolina
$385K -$9.66K -423 -2%
IC
239
IEQ Capital
California
$383K +$383K +16,772 New
EH
240
Equitable Holdings
New York
$382K +$382K +16,758 New
SW
241
SkyOak Wealth
Michigan
$371K +$371K +16,270 New
CWM
242
Concentric Wealth Management
California
$358K +$358K +15,700 New
DTC
243
Davidson Trust Company
Washington
$352K +$352K +15,460 New
SF
244
Synovus Financial
Georgia
$343K – – –
AFP
245
Ausdal Financial Partners
Iowa
$338K +$338K +14,912 New
HS
246
Horan Securities
United States
$335K -$32K -1,401 -9%
BDS
247
Banco de Sabadell
Florida
$321K – – –
RCA
248
Rowland Carmichael Advisors
Arizona
$318K -$76.7K -3,367 -19%
LWM
249
Laidlaw Wealth Management
New York
$317K +$317K +13,884 New
AA
250
Advisory Alpha
Michigan
$316K +$10.3K +448 +3%
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