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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 %
BTIS
276
BB&T Investment Services
North Carolina
$314K +$314K +13,573 New
SFA
277
Sequoia Financial Advisors
Ohio
$313K -$40.8K -1,749 -12%
IHL
278
Investment House LLC
California
$312K +$312K +13,345 New
IB
279
Intrust Bank
Kansas
$307K – – –
Millennium Management
280
Millennium Management
New York
$302K -$1.9M -81,246 -86%
PA
281
Parallel Advisors
California
$302K +$302K +12,922 New
BAC
282
Boys Arnold & Co
North Carolina
$301K -$4.56K -195 -1%
BIAS
283
Beacon Investment Advisory Services
New Jersey
$300K +$300K +12,853 New
HCM
284
Harvest Capital Management
New Hampshire
$297K – – –
PHS
285
Pekin Hardy Strauss
Illinois
$297K +$297K +12,710 New
IF
286
Ironwood Financial
Arizona
$291K -$1.52K -65 -0.5%
CFA
287
Cahill Financial Advisors
Minnesota
$289K -$3.98K -170 -1%
SG Americas Securities
288
SG Americas Securities
New York
$288K -$8.21M -351,975 -97%
CA
289
Cetera Advisors
Colorado
$283K +$722 +31 +0.3%
WAM
290
Wealthspire Advisors (Maryland)
Maryland
$281K -$3.27K -140 -1%
CWM
291
Concert Wealth Management
California
$275K -$418K -17,894 -60%
PPA
292
Parametric Portfolio Associates
Washington
$272K +$22.5K +964 +9%
HPC
293
HM Payson & Co
Maine
$265K +$265K +11,369 New
DW
294
Domani Wealth
Pennsylvania
$259K -$128K -5,493 -33%
William Blair & Company
295
William Blair & Company
Illinois
$249K +$6.54K +280 +3%
FUBT
296
First United Bank & Trust
Maryland
$247K +$21.9K +935 +10%
TIM
297
Tortoise Investment Management
New York
$235K -$756K -32,360 -76%
PLFAM
298
Pineno Levin & Ford Asset Management
Virginia
$224K -$23.3K -1,000 -9%
OC
299
Oarsman Capital
Wisconsin
$224K -$14.6K -622 -6%
WCM
300
Wealthcare Capital Management
Virginia
$220K +$41.2K +1,764 +23%
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12
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