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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

379 hedge funds and large institutions have $5.73B invested in Invesco Senior Loan ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
9.46%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.67%
New
38
Increased
164
Reduced
121
Closed
37
Calls
$569K
Puts
$61.7M
Net Calls
-$61.1M
Net Calls Change
-$17.4M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$185M
2
Ameriprise
2
Ameriprise
Minnesota
$180M
3
WAMC
3
Western Asset Management Company
California
$150M
4
KI
4
Koch Industries
Kansas
$39.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$138M

Top Sellers

1
MC
1
Muzinich & Co
New York
$33.6M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
FT
4
Fiduciary Trust
Massachusetts
$8.42M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
301
Summit Financial Wealth Advisors
Louisiana
$275K -$38.5K -1,665 -12%
PPA
302
Parametric Portfolio Associates
Washington
$268K -$73K -3,161 -21%
FUBT
303
First United Bank & Trust
Maryland
$265K +$10.8K +465 +4%
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$263K -$1.41K -61 -0.5%
JG
305
Jefferies Group
New York
$263K +$263K +11,350 New
AA
306
Alesco Advisors
New York
$261K -$165K -7,140 -39%
IHL
307
Investment House LLC
California
$259K -$385K -16,625 -60%
DWT
308
Dorsey & Whitney Trust
South Dakota
$256K – – –
HPC
309
HM Payson & Co
Maine
$254K -$9.83K -424 -4%
WCM
310
Wealthcare Capital Management
Virginia
$247K +$18K +779 +8%
SPIA
311
Steward Partners Investment Advisory
New York
$246K +$209K +9,056 +563%
PAS
312
Partnervest Advisory Services
California
$241K -$57.7K -2,500 -19%
EWA
313
EP Wealth Advisors
California
$240K +$1.21K +52 +0.5%
WKWM
314
Walter & Keenan Wealth Management
Indiana
$231K – – –
RFC
315
Regions Financial Corp
Alabama
$227K -$5.22K -226 -2%
SCA
316
Snowden Capital Advisors
New York
$216K +$216K +9,329 New
WA
317
Winfield Associates
Ohio
$215K -$381K -16,500 -64%
BFEC
318
Benjamin F. Edwards & Company
Missouri
$214K +$555 +24 +0.3%
PLFAM
319
Pineno Levin & Ford Asset Management
Virginia
$213K -$9.26K -400 -4%
PA
320
Paracle Advisors
Washington
$208K -$148K -6,440 -42%
CA
321
Cetera Advisors
Colorado
$206K -$23.1K -1,002 -10%
EAMA
322
EFG Asset Management (Americas)
Florida
$202K -$174K -7,518 -46%
GI
323
Gradient Investments
Minnesota
$188K -$88.3K -3,820 -32%
NFG
324
Next Financial Group
Texas
$175K +$16.1K +697 +10%
OFW
325
Omnia Family Wealth
Florida
$174K – – –
11 12
13
14 15