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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

365 hedge funds and large institutions have $5.71B invested in Invesco Senior Loan ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-14
Holders Change %
-3.69%
% of All Funds
9.11%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.7%
New
26
Increased
149
Reduced
132
Closed
38
Calls
$950K
Puts
$31.4M
Net Calls
-$30.4M
Net Calls Change
+$30.7M

Top Buyers

1
PI
PineBridge Investments
New York
$84.6M
2
BIAS
Beacon Investment Advisory Services
New Jersey
$91.7M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$232M
4
Franklin Resources
Franklin Resources
California
$101M
5
Morgan Stanley
Morgan Stanley
New York
$224M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$101M
2
Goldman Sachs
Goldman Sachs
New York
$345M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
$0
5
MC
Muzinich & Co
New York
$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
251
Raab & Moskowitz Asset Management
New Jersey
$523K – – –
PFA
252
Paradigm Financial Advisors
Missouri
$517K -$29.9K -1,293 -5%
IA
253
Icon Advisers
Colorado
$501K +$501K +21,645 New
MA
254
MUFG Americas
New York
$480K -$10.9K -469 -2%
Principal Financial Group
255
Principal Financial Group
Iowa
$475K -$232K -10,000 -33%
UBS AM
256
UBS AM
Illinois
$474K +$474K +20,478 New
HH
257
Hilltop Holdings
Texas
$473K -$129K -5,557 -21%
SIA
258
SeaBridge Investment Advisors
New Jersey
$468K +$13.4K +580 +3%
BW
259
Bison Wealth
Georgia
$466K +$6.02K +260 +1%
CAMG
260
CWA Asset Management Group
Florida
$456K +$134K +5,800 +42%
BOTW
261
Bank of the West
California
$421K +$11.6K +500 +3%
WMG
262
WESCAP Management Group
California
$417K +$24.9K +1,074 +6%
GAG
263
GM Advisory Group
New York
$416K – – –
PP
264
Palladium Partners
Virginia
$412K -$89K -3,839 -18%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$404K -$44.8K -1,933 -10%
PCM
266
Peak Capital Management
Colorado
$402K -$1.45M -62,610 -78%
PMG
267
ProVise Management Group
Florida
$393K -$6.17K -266 -2%
WIC
268
Whitegate Investment Counselors
New Hampshire
$382K – – –
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$371K +$51.2K +2,208 +16%
Lido Advisors
270
Lido Advisors
California
$364K +$69.9K +3,025 +24%
TCB
271
Texas Capital Bancshares
Texas
$337K – – –
WSCM
272
Wellington Shields Capital Management
New York
$334K +$139 +6 +0%
KC
273
Kingfisher Capital
North Carolina
$327K +$3.77K +163 +1%
GJIC
274
Gamble Jones Investment Counsel
California
$322K +$1.07K +46 +0.3%
PA
275
Parallel Advisors
California
$319K -$117K -5,099 -27%
9 10
11
12 13