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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

373 hedge funds and large institutions have $4.67B invested in Invesco Senior Loan ETF in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 128 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+32
Holders Change %
+9.38%
% of All Funds
7.37%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.32%
New
73
Increased
128
Reduced
133
Closed
34
Calls
$32.9M
Puts
$435M
Net Calls
-$402M
Net Calls Change
-$6.65M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$86.9M
2
Barclays
Barclays
United Kingdom
$90.7M
3
BCC
Bain Capital Credit
Massachusetts
$197M
4
WAMC
Western Asset Management Company
California
$96.8M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$49.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$150M
2
Citigroup
Citigroup
New York
$25.3M
3
Franklin Resources
Franklin Resources
California
$53.3M
4
Morgan Stanley
Morgan Stanley
New York
$106M
5
Ameriprise
Ameriprise
Minnesota
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
251
WrapManager Inc
California
$315K -$507K -22,224 -62%
CIAS
252
Capital Investment Advisory Services
North Carolina
$313K -$25.7K -1,126 -8%
GAMC
253
Garner Asset Management Corp
Texas
$311K +$9.53K +418 +3%
AIP
254
Almanack Investment Partners
Pennsylvania
$309K -$14.3K -627 -4%
HCM
255
Hollencrest Capital Management
California
$301K -$63.4K -2,780 -17%
LWAC
256
Laurel Wealth Advisors (California)
California
$299K +$299K +13,098 New
NGA
257
Naples Global Advisors
Florida
$297K +$297K +13,025 New
ACM
258
AlphaStar Capital Management
North Carolina
$292K -$74K -3,238 -20%
IWM
259
IHT Wealth Management
Illinois
$290K -$11.5K -504 -4%
WCM
260
Wealthcare Capital Management
Virginia
$286K +$46 +2 +0%
CFGS
261
Concourse Financial Group Securities
Alabama
$283K +$206K +9,042 +269%
NB
262
NBT Bank
New York
$279K +$279K +12,225 New
SCA
263
Snowden Capital Advisors
New York
$276K +$4.25K +186 +2%
SAM
264
SignalPoint Asset Management
Missouri
$275K -$7.45K -327 -3%
VWM
265
Vigilare Wealth Management
Arizona
$267K +$267K +11,826 New
PA
266
PFG Advisors
Arizona
$265K -$52.7K -2,299 -17%
CAG
267
Curtis Advisory Group
California
$263K +$263K +11,521 New
FFN
268
Focus Financial Network
Minnesota
$258K -$13.7K -601 -5%
BW
269
Bison Wealth
Georgia
$254K – – –
SFWA
270
Summit Financial Wealth Advisors
Louisiana
$252K -$90.4K -4,000 -26%
SIA
271
Starfire Investment Advisers
Michigan
$252K +$252K +11,053 New
SG Americas Securities
272
SG Americas Securities
New York
$251K -$74.7K -3,273 -23%
AIC
273
Archer Investment Corporation
Indiana
$251K +$228K +10,000 +1,000%
WWM
274
WT Wealth Management
Arizona
$251K +$251K +11,000 New
SPIA
275
Steward Partners Investment Advisory
New York
$248K +$16.4K +721 +7%
9 10
11
12 13