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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

365 hedge funds and large institutions have $5.71B invested in Invesco Senior Loan ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-14
Holders Change %
-3.69%
% of All Funds
9.11%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.7%
New
26
Increased
149
Reduced
132
Closed
38
Calls
$950K
Puts
$31.4M
Net Calls
-$30.4M
Net Calls Change
+$30.7M

Top Buyers

1
PI
PineBridge Investments
New York
$84.6M
2
BIAS
Beacon Investment Advisory Services
New Jersey
$91.7M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$232M
4
Franklin Resources
Franklin Resources
California
$101M
5
Morgan Stanley
Morgan Stanley
New York
$224M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$101M
2
Goldman Sachs
Goldman Sachs
New York
$345M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267M
4
CFIA
Cantor Fitzgerald Investment Advisors
New York
$0
5
MC
Muzinich & Co
New York
$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
301
Parametric Portfolio Associates
Washington
$235K -$33.5K -1,446 -12%
WKWM
302
Walter & Keenan Wealth Management
Indiana
$232K – – –
Wolverine Trading
303
Wolverine Trading
Illinois
$230K -$97.6K -4,214 -30%
RJT
304
Raymond James Trust
Florida
$226K +$226K +9,748 New
SS
305
Simplicity Solutions
Minnesota
$217K -$237K -10,238 -52%
WA
306
Winfield Associates
Ohio
$215K – – –
BFEC
307
Benjamin F. Edwards & Company
Missouri
$215K +$579 +25 +0.3%
SS
308
Sunbelt Securities
Texas
$214K +$214K +9,223 New
PLFAM
309
Pineno Levin & Ford Asset Management
Virginia
$213K – – –
PAS
310
Partnervest Advisory Services
California
$204K -$37.6K -1,625 -16%
SAM
311
SignalPoint Asset Management
Missouri
$203K -$110K -4,778 -35%
SAM
312
Shamrock Asset Management
Texas
$191K -$258K -11,149 -58%
AGA
313
Accuvest Global Advisors
Utah
$184K -$581K -25,045 -76%
GRP
314
Global Retirement Partners
California
$154K +$15.8K +684 +11%
MFBTD
315
MB Financial Bank - Trust Department
Illinois
$149K – – –
NFG
316
Next Financial Group
Texas
$148K -$27.7K -1,191 -16%
MIAN
317
Mariner Independent Advisor Network
Kansas
$146K +$146K +6,304 New
HCA
318
Horan Capital Advisors
Ohio
$121K +$121K +5,244 New
WEC
319
Winslow Evans & Crocker
Massachusetts
$96.8K -$33.9K -1,462 -26%
CPIG
320
Chicago Partners Investment Group
Illinois
$93K +$93K +4,000 New
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.6K -$40.1K -1,730 -31%
WIM
322
Westside Investment Management
California
$83.1K +$20.9K +900 +33%
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$278 +12 +0.4%
OFW
324
Omnia Family Wealth
Florida
$58K -$116K -5,000 -67%
TSW
325
Thompson Siegel & Walmsley
Virginia
$57K – – –
11 12
13
14 15