BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

274 hedge funds and large institutions have $3.09B invested in Invesco Senior Loan ETF in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+14
Holders Change %
+5.38%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.43%
New
38
Increased
94
Reduced
106
Closed
21
Calls
$271K
Puts
$21M
Net Calls
-$20.7M
Net Calls Change
+$4.09M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$265M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.6M
3
Citigroup
Citigroup
New York
$73.6M
4
SAM
Symphony Asset Management
California
$29.9M
5
NSLI
Nan Shan Life Insurance
Taiwan
$159M

Top Sellers

1
IA
IndexIQ Advisors
New York
$43.8M
2
BIT
BlackRock Institutional Trust
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$124M
4
CS
Credit Suisse
Switzerland
$12.9M
5
LPL Financial
LPL Financial
California
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
251
Cordasco Financial Network
Florida
$63K – – –
GWS
252
Glassman Wealth Services
Virginia
$62K +$62K +2,700 New
JCM
253
Jacobi Capital Management
Pennsylvania
$51K +$51K +2,219 New
WT
254
Whittier Trust
California
$50K – – –
CCA
255
Catalyst Capital Advisors
New York
$46K -$163K -7,100 -78%
AIM
256
Arcadia Investment Management
Michigan
$46K – – –
PCIG
257
Partners Capital Investment Group
Massachusetts
$46K +$532 +23 +1%
CPIG
258
Chicago Partners Investment Group
Illinois
$46K +$46K +2,000 New
NFG
259
Next Financial Group
Texas
$39K -$12.6K -563 -24%
BC
260
Bartlett & Co
Ohio
$38K -$46.2K -2,010 -55%
CFS
261
Commonwealth Financial Services
West Virginia
$36K – – –
AIP
262
Ameritas Investment Partners
Nebraska
$33K – – –
BWA
263
Burt Wealth Advisors
Maryland
$32K – – –
KA
264
Klingman & Associates
New York
$28K +$28K +1,220 New
FHA
265
First Horizon Advisors
Tennessee
$27K -$27K -1,200 -50%
Barclays
266
Barclays
United Kingdom
$27K +$27K +1,195 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$26K -$31.1K -1,325 -54%
HI
268
Hudock Inc
Pennsylvania
$19K – – –
CG
269
Cutler Group
California
$15K – – –
SIA
270
SeaBridge Investment Advisors
New Jersey
$15K +$15K +650 New
AWMS
271
Advocacy Wealth Management Services
Georgia
$13K +$13K +548 New
AIM
272
Anchor Investment Management
South Carolina
$9.19K – – –
CYG
273
Clean Yield Group
Vermont
$7K – – –
WA
274
WFG Advisors
Texas
$4K – – –
CHC
275
City Holding Co
West Virginia
$2K – – –
8 9 10
11
12