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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

349 hedge funds and large institutions have $5.48B invested in Invesco Senior Loan ETF in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 138 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+59
Holders Change %
+20.34%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.88%
New
86
Increased
138
Reduced
100
Closed
23
Calls
$908K
Puts
$43.2M
Net Calls
-$42.3M
Net Calls Change
-$22M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$401M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$182M
3
CSIA
3
Charles Schwab Investment Advisory
California
$181M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$279M
5
Invesco
5
Invesco
Georgia
$141M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$17.8M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$2.15M
3
MIG
3
Mariner Investment Group
New York
$0
4
IA
4
IndexIQ Advisors
New York
$30.6M
5
WAMC
5
Western Asset Management Company
California
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
251
Raab & Moskowitz Asset Management
New Jersey
$434K +$434K +18,601 New
AWA
252
Arete Wealth Advisors
Illinois
$429K +$208K +8,885 +94%
G
253
GenTrust
Florida
$429K +$429K +18,361 New
IAS
254
IMA Advisory Services
Colorado
$426K +$426K +18,241 New
GJIC
255
Gamble Jones Investment Counsel
California
$424K -$22K -943 -5%
RIG
256
Roosevelt Investment Group
New York
$409K -$49.2K -2,104 -11%
Allianz Asset Management
257
Allianz Asset Management
Germany
$397K +$397K +17,000 New
CFA
258
Carroll Financial Associates
North Carolina
$393K +$151K +6,479 +63%
WS
259
Wedbush Securities
California
$390K +$166K +7,117 +74%
LP
260
LGL Partners
Pennsylvania
$386K +$58.6K +2,511 +18%
IFA
261
Interactive Financial Advisors
Illinois
$382K +$88.9K +3,800 +30%
OFG
262
OTA Financial Group
New York
$382K +$382K +16,385 New
GWM
263
Greenwich Wealth Management
Connecticut
$368K -$94.5K -4,050 -20%
PA
264
Paracle Advisors
Washington
$361K – – –
DAS
265
Dynamic Advisor Solutions
Arizona
$359K +$29.8K +1,279 +9%
FIM
266
Fernwood Investment Management
Massachusetts
$345K +$345K +14,767 New
PAS
267
Partnervest Advisory Services
California
$344K -$135K -5,782 -28%
TF
268
Tompkins Financial
New York
$344K – – –
TCB
269
Texas Capital Bancshares
Texas
$340K -$47.3K -2,025 -12%
MMA
270
Miracle Mile Advisors
California
$335K -$133K -5,700 -28%
Nomura Holdings
271
Nomura Holdings
Japan
$326K -$14.6K -624 -4%
CAMG
272
CWA Asset Management Group
Florida
$325K +$53.8K +2,300 +20%
WI
273
Wintrust Investments
Illinois
$322K +$322K +13,800 New
SAM
274
SignalPoint Asset Management
Missouri
$317K – – –
PAG
275
Pinnacle Advisory Group
Maryland
$316K +$316K +13,517 New
9 10
11
12 13