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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

386 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
8.85%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
62
Increased
153
Reduced
118
Closed
54
Calls
$263K
Puts
$7.38M
Net Calls
-$7.11M
Net Calls Change
-$2.66M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$377M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$157M
3
Goldman Sachs
Goldman Sachs
New York
$438M
4
CSIA
Charles Schwab Investment Advisory
California
$330M
5
Franklin Resources
Franklin Resources
California
$77.4M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
$105M
2
WAMC
Western Asset Management Company
California
$15.9M
3
GC
Guggenheim Capital
Illinois
$34.7M
4
PI
PineBridge Investments
New York
$54.7M
5
CI
Conning Inc
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
276
CWA Asset Management Group
Florida
$318K -$217K -9,500 -41%
LFASL
277
Lugano Financial Advisors SA (LFA)
Switzerland
$313K +$313K +13,770 New
FUBT
278
First United Bank & Trust
Maryland
$312K +$24.5K +1,072 +9%
IHL
279
Investment House LLC
California
$308K – – –
GJIC
280
Gamble Jones Investment Counsel
California
$298K – – –
WCM
281
Wealthcare Capital Management
Virginia
$298K +$6.38K +278 +2%
BRWA
282
B. Riley Wealth Advisors
Florida
$297K +$80.9K +3,524 +37%
RWA
283
Ropes Wealth Advisors
Massachusetts
$280K +$280K +12,225 New
IA
284
IFG Advisory
Georgia
$280K +$280K +14,707 New
SIA
285
Starfire Investment Advisers
Michigan
$272K -$32.7K -1,428 -11%
DP
286
DDD Partners
Washington
$270K -$4.51K -197 -2%
SAM
287
SignalPoint Asset Management
Missouri
$263K -$16K -702 -6%
AA
288
Apriem Advisors
California
$261K +$23.2K +1,014 +10%
SCA
289
Snowden Capital Advisors
New York
$261K +$261K +11,383 New
WKWM
290
Walter & Keenan Wealth Management
Indiana
$252K +$252K +11,000 New
HPC
291
HM Payson & Co
Maine
$245K – – –
MWM
292
Merriman Wealth Management
Washington
$242K +$14.9K +650 +7%
WPW
293
Winthrop Partners - WNY
New York
$241K +$1.28K +56 +0.5%
RJT
294
Raymond James Trust
Florida
$237K +$17.9K +780 +8%
AI
295
Atria Investments
North Carolina
$235K +$235K +10,270 New
SWM
296
SeaCrest Wealth Management
New York
$233K -$83.8K -3,654 -26%
M&T Bank
297
M&T Bank
New York
$233K +$620 +27 +0.3%
BAC
298
Boys Arnold & Co
North Carolina
$232K -$57.2K -2,495 -20%
VIM
299
Vista Investment Management
Pennsylvania
$229K +$229K +10,000 New
VC
300
Vicus Capital
Pennsylvania
$228K -$58.5K -2,558 -20%
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