BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

386 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
8.85%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
62
Increased
153
Reduced
118
Closed
54
Calls
$263K
Puts
$7.38M
Net Calls
-$7.11M
Net Calls Change
-$2.66M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$377M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$157M
3
Goldman Sachs
Goldman Sachs
New York
$438M
4
CSIA
Charles Schwab Investment Advisory
California
$330M
5
Franklin Resources
Franklin Resources
California
$77.4M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
$105M
2
WAMC
Western Asset Management Company
California
$15.9M
3
GC
Guggenheim Capital
Illinois
$34.7M
4
PI
PineBridge Investments
New York
$54.7M
5
CI
Conning Inc
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
251
Paradigm Financial Advisors
Missouri
$477K -$22.4K -981 -4%
FT
252
Fiduciary Trust
Massachusetts
$474K -$257K -11,221 -35%
HPC
253
Hobart Private Capital
North Carolina
$468K +$74K +3,233 +19%
CS
254
Comerica Securities
Michigan
$463K +$5.18K +226 +1%
OFW
255
Omnia Family Wealth
Florida
$458K +$458K +20,000 New
PIA
256
Pinion Investment Advisors
Kansas
$451K +$133K +5,811 +42%
AFC
257
AFT Forsyth & Company
Florida
$420K – – –
CA
258
Continuum Advisory
Idaho
$417K -$77.5K -3,387 -16%
BOTW
259
Bank of the West
California
$417K – – –
PWM
260
Paulson Wealth Management
Illinois
$405K +$405K +17,687 New
WI
261
Wintrust Investments
Illinois
$401K -$183K -8,000 -31%
BCM
262
Breiter Capital Management
Florida
$400K -$11.5K -503 -3%
AGA
263
Accuvest Global Advisors
Utah
$390K +$197K +8,593 +102%
BW
264
Bison Wealth
Georgia
$387K -$3.25K -142 -0.8%
RCG
265
Ruggie Capital Group
Florida
$381K +$381K +16,628 New
HCM
266
Hilton Capital Management
New York
$380K +$380K +16,585 New
JG
267
Jefferies Group
New York
$372K -$2.97M -129,900 -89%
WIC
268
Whitegate Investment Counselors
New Hampshire
$366K – – –
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$354K +$354K +15,474 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$350K -$23.2K -1,011 -6%
MA
271
Mutual Advisors
Nebraska
$347K -$23.9K -1,046 -6%
KSA
272
Ken Stern & Associates
California
$347K +$24.3K +1,059 +8%
CPP
273
Crow Point Partners
Massachusetts
$343K +$343K +15,000 New
KC
274
Kingfisher Capital
North Carolina
$342K -$2.68K -117 -0.8%
WSCM
275
Wellington Shields Capital Management
New York
$331K +$161 +7 +0%
9 10
11
12 13