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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

395 hedge funds and large institutions have $5.57B invested in Invesco Senior Loan ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+9
Holders Change %
+2.33%
% of All Funds
9.05%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.69%
New
49
Increased
133
Reduced
152
Closed
40
Calls
$422K
Puts
$36.4M
Net Calls
-$36M
Net Calls Change
-$28.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$101M
2
Ameriprise
Ameriprise
Minnesota
+$53M
3
SAM
Symphony Asset Management
California
+$47.3M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$35M
5
Bank of America
Bank of America
North Carolina
+$30.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$265M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$167M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
KI
Koch Industries
Kansas
-$21.7M
5
WCM
Windham Capital Management
Massachusetts
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
Mutual Advisors
Nebraska
$350K -$1.3K -56 -0.4%
BCM
277
Brasada Capital Management
Texas
$337K -$721K -31,121 -68%
WSCM
278
Wellington Shields Capital Management
New York
$335K +$186 +8 +0.1%
Millennium Management
279
Millennium Management
New York
$334K -$10.9M -472,149 -97%
BRWA
280
B. Riley Wealth Advisors
Florida
$320K +$19.7K +849 +7%
LFASL
281
Lugano Financial Advisors SA (LFA)
Switzerland
$319K – – –
WPW
282
Winthrop Partners - WNY
New York
$318K +$74.1K +3,197 +30%
FIM
283
Fernwood Investment Management
Massachusetts
$317K -$502K -21,642 -61%
HIM
284
Hillsdale Investment Management
Ontario, Canada
$310K -$2.68M -115,750 -90%
WCM
285
Wealthcare Capital Management
Virginia
$301K – – –
BW
286
Bison Wealth
Georgia
$296K -$95.4K -4,120 -24%
IHL
287
Investment House LLC
California
$289K -$23.2K -1,000 -7%
BOTW
288
Bank of the West
California
$281K -$141K -6,072 -33%
SIA
289
Starfire Investment Advisers
Michigan
$277K +$1.83K +79 +0.7%
SCA
290
Snowden Capital Advisors
New York
$268K +$4.54K +196 +2%
SAM
291
SignalPoint Asset Management
Missouri
$267K +$278 +12 +0.1%
AA
292
Apriem Advisors
California
$264K – – –
GC
293
Grace Capital
Massachusetts
$257K -$500K -21,642 -66%
AFNAS
294
American Financial Network Advisory Services
California
$253K +$253K +10,904 +155,771%
PA
295
Parallel Advisors
California
$252K +$78K +3,368 +45%
GJIC
296
Gamble Jones Investment Counsel
California
$248K -$53.2K -2,302 -18%
HPC
297
HM Payson & Co
Maine
$248K – – –
IA
298
IFG Advisory
Georgia
$244K -$32.3K -1,720 -12%
SAS
299
Sage Advisory Services
Texas
$243K +$243K +10,478 New
M&T Bank
300
M&T Bank
New York
$235K -$208 -9 -0.1%
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