BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

395 hedge funds and large institutions have $5.57B invested in Invesco Senior Loan ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+9
Holders Change %
+2.33%
% of All Funds
9.05%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.69%
New
49
Increased
133
Reduced
152
Closed
40
Calls
$422K
Puts
$36.4M
Net Calls
-$36M
Net Calls Change
-$28.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$101M
2
Ameriprise
Ameriprise
Minnesota
+$53M
3
SAM
Symphony Asset Management
California
+$47.3M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$35M
5
Bank of America
Bank of America
North Carolina
+$30.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$265M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$167M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
KI
Koch Industries
Kansas
-$21.7M
5
WCM
Windham Capital Management
Massachusetts
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
251
Horan Securities
United States
$533K -$26.2K -1,132 -5%
FF
252
Fluent Financial
Texas
$532K -$54.3K -2,344 -9%
Lido Advisors
253
Lido Advisors
California
$526K +$23K +993 +5%
CS
254
Comerica Securities
Michigan
$510K +$41.8K +1,805 +9%
SF
255
Synovus Financial
Georgia
$498K +$446K +19,220 +861%
CPP
256
Crow Point Partners
Massachusetts
$487K +$139K +6,000 +40%
HCM
257
Hollencrest Capital Management
California
$473K -$606K -26,783 -56%
RWP
258
RWA Wealth Partners
Massachusetts
$471K -$1.36M -58,804 -74%
OFW
259
Omnia Family Wealth
Florida
$463K – – –
JG
260
Jefferies Group
New York
$455K +$78.7K +3,400 +21%
SFWA
261
Summit Financial Wealth Advisors
Louisiana
$452K +$452K +19,550 New
OMC
262
Old Mission Capital
Illinois
$441K -$14.5M -625,937 -97%
AFC
263
AFT Forsyth & Company
Florida
$425K – – –
CA
264
Continuum Advisory
Idaho
$423K +$441 +19 +0.1%
WI
265
Wintrust Investments
Illinois
$397K -$8.1K -350 -2%
AGA
266
Accuvest Global Advisors
Utah
$392K -$2.9K -125 -0.7%
WIC
267
Whitegate Investment Counselors
New Hampshire
$385K +$13.9K +600 +4%
HCM
268
Hilton Capital Management
New York
$384K -$380K -16,585 Closed
TFA
269
Transamerica Financial Advisors
Florida
$378K +$378K +16,273 +1,627,300%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$376K +$22.1K +955 +6%
FUBT
271
First United Bank & Trust
Maryland
$368K +$51.7K +2,230 +16%
DP
272
DDD Partners
Washington
$368K +$94.4K +4,074 +35%
PFA
273
Paradigm Financial Advisors
Missouri
$366K -$117K -5,043 -24%
KC
274
Kingfisher Capital
North Carolina
$364K +$17.5K +754 +5%
KSA
275
Ken Stern & Associates
California
$351K +$70 +3 +0%
9 10
11
12 13