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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

373 hedge funds and large institutions have $4.67B invested in Invesco Senior Loan ETF in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 128 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+32
Holders Change %
+9.38%
% of All Funds
7.37%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.32%
New
73
Increased
128
Reduced
133
Closed
34
Calls
$32.9M
Puts
$435M
Net Calls
-$402M
Net Calls Change
-$6.65M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$80.3M
2
Barclays
Barclays
United Kingdom
+$72.9M
3
BCC
Bain Capital Credit
Massachusetts
+$68.6M
4
WAMC
Western Asset Management Company
California
+$65.4M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$49.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$165M
2
Citigroup
Citigroup
New York
-$89.6M
3
Franklin Resources
Franklin Resources
California
-$84.4M
4
Morgan Stanley
Morgan Stanley
New York
-$38.2M
5
Ameriprise
Ameriprise
Minnesota
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
276
Riversedge Advisors
Delaware
$244K +$39.3K +1,725 +19%
GRP
277
Global Retirement Partners
California
$241K -$1.69K -74 -0.7%
JCM
278
Jacobi Capital Management
Pennsylvania
$241K +$88.9K +3,892 +58%
Mitsubishi UFJ Trust & Banking
279
Mitsubishi UFJ Trust & Banking
Japan
$240K – – –
BSB
280
Bangor Savings Bank
Maine
$239K -$138K -6,029 -37%
SCM
281
Stellar Capital Management
Arizona
$239K +$239K +10,458 New
WB
282
WesBanco Bank
West Virginia
$237K -$6.08K -266 -3%
FA
283
FC Advisory
Pennsylvania
$237K +$1.4K +61 +0.6%
CWP
284
Capital Wealth Planning
Florida
$236K -$15.7K -688 -6%
NG
285
NWK Group
California
$235K +$235K +10,314 New
CA
286
Calton & Associates
Florida
$234K -$27.5K -1,205 -11%
SWA
287
Stratos Wealth Advisors
Ohio
$234K +$29.3K +1,283 +14%
IHL
288
Investment House LLC
California
$233K – – –
AAM
289
Advisors Asset Management
Colorado
$232K +$83.5K +3,662 +56%
WIC
290
Whitegate Investment Counselors
New Hampshire
$230K -$45.5K -2,000 -17%
IAA
291
Independent Advisor Alliance
North Carolina
$223K +$223K +9,785 New
GWM
292
Geneos Wealth Management
Colorado
$221K -$13.6K -600 -6%
PCS
293
Personal CFO Solutions
New Jersey
$218K -$61K -2,672 -22%
William Blair & Company
294
William Blair & Company
Illinois
$218K +$61.5K +2,690 +39%
FHA
295
First Horizon Advisors
Tennessee
$217K +$180K +7,890 +487%
RJT
296
Raymond James Trust
Florida
$216K -$9.34K -409 -4%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$214K – – –
JWCA
298
J.W. Cole Advisors
Florida
$213K +$213K +9,321 New
BF
299
BOK Financial
Oklahoma
$211K +$211K +9,224 New
HB
300
Homrich & Berg
Georgia
$205K -$51.4K -2,256 -20%
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