BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

365 hedge funds and large institutions have $5.71B invested in Invesco Senior Loan ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-14
Holders Change %
-3.69%
% of All Funds
9.11%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.7%
New
26
Increased
149
Reduced
132
Closed
38
Calls
$950K
Puts
$31.4M
Net Calls
-$30.4M
Net Calls Change
+$30.7M

Top Buyers

1
PI
PineBridge Investments
New York
$84.6M
2
BIAS
Beacon Investment Advisory Services
New Jersey
$91.7M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$232M
4
Franklin Resources
Franklin Resources
California
$101M
5
Morgan Stanley
Morgan Stanley
New York
$224M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$101M
2
Goldman Sachs
Goldman Sachs
New York
$345M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
$0
5
MC
Muzinich & Co
New York
$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
276
Kohmann Bosshard Financial Services
Ohio
$318K +$318K +13,714 New
IFA
277
Interactive Financial Advisors
Illinois
$314K +$290K +12,520 +1,214%
HW
278
Hancock Whitney
Mississippi
$314K +$314K +13,545 New
KSA
279
Ken Stern & Associates
California
$310K +$10.9K +475 +4%
TIM
280
Tortoise Investment Management
New York
$306K -$144K -6,225 -32%
FUBT
281
First United Bank & Trust
Maryland
$291K +$26K +1,124 +10%
BAC
282
Boys Arnold & Co
North Carolina
$290K -$4.54K -196 -2%
BSAM
283
Blue Sky Asset Management
Colorado
$287K +$287K +12,447 New
WCM
284
Wealthcare Capital Management
Virginia
$283K +$35.2K +1,520 +14%
SFWA
285
Summit Financial Wealth Advisors
Louisiana
$276K – – –
NFA
286
Nuveen Fund Advisors
Illinois
$275K -$16.6K -716 -6%
IHL
287
Investment House LLC
California
$274K +$15K +650 +6%
JG
288
Jefferies Group
New York
$267K +$4.62K +200 +2%
MWM
289
Mission Wealth Management
California
$265K +$265K +11,434 New
AA
290
Alesco Advisors
New York
$264K +$2.89K +125 +1%
WAM
291
Wealthspire Advisors (Maryland)
Maryland
$260K -$2.73K -118 -1%
FIM
292
Fernwood Investment Management
Massachusetts
$258K -$509K -21,992 -66%
FCAG
293
First Capital Advisors Group
New Jersey
$251K -$2.07M -89,015 -89%
CG
294
Colony Group
Massachusetts
$251K -$41K -1,769 -14%
SCM
295
SCS Capital Management
Massachusetts
$249K -$74.7K -3,225 -23%
EWA
296
EP Wealth Advisors
California
$249K +$9.15K +395 +4%
HPC
297
HM Payson & Co
Maine
$248K -$5.6K -242 -2%
RFC
298
Regions Financial Corp
Alabama
$246K +$19.3K +835 +9%
SPIA
299
Steward Partners Investment Advisory
New York
$244K -$2.01K -87 -0.8%
SCA
300
Snowden Capital Advisors
New York
$240K +$23.9K +1,031 +11%
10 11
12
13 14