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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

379 hedge funds and large institutions have $5.73B invested in Invesco Senior Loan ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
9.46%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.67%
New
38
Increased
164
Reduced
121
Closed
37
Calls
$569K
Puts
$61.7M
Net Calls
-$61.1M
Net Calls Change
-$17.4M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$185M
2
Ameriprise
2
Ameriprise
Minnesota
$180M
3
WAMC
3
Western Asset Management Company
California
$150M
4
KI
4
Koch Industries
Kansas
$39.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$138M

Top Sellers

1
MC
1
Muzinich & Co
New York
$33.6M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
FT
4
Fiduciary Trust
Massachusetts
$8.42M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMG
276
WESCAP Management Group
California
$391K +$391K +16,932 New
IB
277
Intrust Bank
Kansas
$386K +$82.7K +3,578 +27%
WIC
278
Whitegate Investment Counselors
New Hampshire
$382K – – –
SG Americas Securities
279
SG Americas Securities
New York
$381K -$5.63M -243,284 -94%
Nomura Holdings
280
Nomura Holdings
Japan
$360K -$7.02K -303 -2%
RIG
281
Roosevelt Investment Group
New York
$348K +$834 +36 +0.2%
TCB
282
Texas Capital Bancshares
Texas
$337K – – –
Fidelity Investments
283
Fidelity Investments
Massachusetts
$334K -$306K -13,257 -48%
WSCM
284
Wellington Shields Capital Management
New York
$333K +$139 +6 +0%
Wolverine Trading
285
Wolverine Trading
Illinois
$326K -$336K -14,573 -51%
SBIA
286
Sheaff Brock Investment Advisors
Indiana
$324K -$99.4K -4,300 -23%
SCM
287
SCS Capital Management
Massachusetts
$323K -$2.09M -90,206 -87%
KC
288
Kingfisher Capital
North Carolina
$323K +$2.13K +92 +0.7%
MMA
289
Miracle Mile Advisors
California
$322K -$17.1K -740 -5%
CAMG
290
CWA Asset Management Group
Florida
$322K – – –
GJIC
291
Gamble Jones Investment Counsel
California
$321K +$1.02K +44 +0.3%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$319K +$189K +8,188 +146%
SAM
293
SignalPoint Asset Management
Missouri
$314K +$2.24K +97 +0.7%
JPMPWA
294
J.P. Morgan Private Wealth Advisors
California
$304K +$2.5K +108 +0.8%
KSA
295
Ken Stern & Associates
California
$300K +$15.4K +666 +5%
HCM
296
Harvest Capital Management
New Hampshire
$295K -$1.73K -75 -0.6%
BAC
297
Boys Arnold & Co
North Carolina
$294K +$92 +4 +0%
Lido Advisors
298
Lido Advisors
California
$294K +$14.6K +630 +5%
CG
299
Colony Group
Massachusetts
$292K +$292K +12,599 New
NFA
300
Nuveen Fund Advisors
Illinois
$291K +$48.9K +2,117 +20%
10 11
12
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