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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

349 hedge funds and large institutions have $5.48B invested in Invesco Senior Loan ETF in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 138 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+59
Holders Change %
+20.34%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.88%
New
86
Increased
138
Reduced
100
Closed
23
Calls
$908K
Puts
$43.2M
Net Calls
-$42.3M
Net Calls Change
-$22M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$401M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$182M
3
CSIA
3
Charles Schwab Investment Advisory
California
$181M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$279M
5
Invesco
5
Invesco
Georgia
$141M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$17.8M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$2.15M
3
MIG
3
Mariner Investment Group
New York
$0
4
IA
4
IndexIQ Advisors
New York
$30.6M
5
WAMC
5
Western Asset Management Company
California
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
301
Burke & Herbert Bank & Trust
Virginia
$210K – – –
DWT
302
Dorsey & Whitney Trust
South Dakota
$209K – – –
RFC
303
Regions Financial Corp
Alabama
$202K +$202K +8,635 New
KC
304
Kingfisher Capital
North Carolina
$201K +$201K +8,598 New
WEC
305
Winslow Evans & Crocker
Massachusetts
$197K -$17.4K -746 -8%
AGA
306
Accuvest Global Advisors
Utah
$191K -$242K -10,375 -56%
CPIG
307
Chicago Partners Investment Group
Illinois
$184K – – –
Toronto Dominion Bank
308
Toronto Dominion Bank
Ontario, Canada
$178K +$178K +7,612 New
MIAN
309
Mariner Independent Advisor Network
Kansas
$154K -$106K -4,557 -41%
CFD
310
Creative Financial Designs
Indiana
$125K +$125K +5,347 New
GRP
311
Global Retirement Partners
California
$98K +$98K +4,187 New
OTC
312
Opera Trading Capital
France
$94K +$94K +4,040 New
HPBT
313
High Point Bank & Trust
North Carolina
$76K -$1.83K -79 -2%
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$75K +3,203 New
BC
315
Bartlett & Co
Ohio
$54K +$15.1K +645 +39%
JCM
316
Jacobi Capital Management
Pennsylvania
$53K -$5.84K -250 -10%
AIP
317
Ameritas Investment Partners
Nebraska
$53K +$11K +480 +26%
WT
318
Whittier Trust
California
$51K – – –
KF
319
Krilogy Financial
Missouri
$50K -$15.5K -665 -24%
PCIG
320
Partners Capital Investment Group
Massachusetts
$48K +$519 +22 +1%
AIM
321
Arcadia Investment Management
Michigan
$47K – – –
AIM
322
Advantage Investment Management
Iowa
$47K +$47K +2,000 New
SFG
323
SevenBridge Financial Group
Pennsylvania
$46K – – –
EDRH
324
Edmond de Rothschild Holding
Switzerland
$38K -$184K -7,861 -83%
IWM
325
IHT Wealth Management
Illinois
$38K +$38K +1,620 New
11 12
13
14 15