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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

386 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
8.85%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
62
Increased
153
Reduced
118
Closed
54
Calls
$263K
Puts
$7.38M
Net Calls
-$7.11M
Net Calls Change
-$2.66M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$377M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$157M
3
Goldman Sachs
Goldman Sachs
New York
$438M
4
CSIA
Charles Schwab Investment Advisory
California
$330M
5
Franklin Resources
Franklin Resources
California
$77.4M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
$105M
2
WAMC
Western Asset Management Company
California
$15.9M
3
GC
Guggenheim Capital
Illinois
$34.7M
4
PI
PineBridge Investments
New York
$54.7M
5
CI
Conning Inc
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
301
Csenge Advisory Group
Florida
$227K +$227K +9,925 New
AA
302
Alesco Advisors
New York
$225K +$46 +2 +0%
FAT
303
First American Trust
California
$222K – – –
CAM
304
Concorde Asset Management
Michigan
$219K -$2.2K -96 -1%
BSAM
305
Blue Sky Asset Management
Colorado
$218K -$1.01M -43,920 -82%
SIM
306
SSI Investment Management
California
$215K -$285K -12,493 -57%
LNC
307
Lincoln National Corp
Pennsylvania
$212K +$212K +9,244 New
FCAG
308
First Capital Advisors Group
New Jersey
$209K -$28.3K -1,238 -12%
CF
309
Centaurus Financial
California
$208K +$208K +9,097 New
BFEC
310
Benjamin F. Edwards & Company
Missouri
$206K – – –
EGA
311
E&G Advisors
Texas
$206K – – –
IWC
312
Integrated Wealth Concepts
Massachusetts
$202K -$4.01K -175 -2%
LA
313
LexAurum Advisors
Kansas
$202K +$202K +8,813 New
PA
314
Parallel Advisors
California
$172K +$57.7K +2,521 +50%
AIP
315
Ameritas Investment Partners
Nebraska
$166K -$124K -5,444 -43%
GRP
316
Global Retirement Partners
California
$160K -$22.6K -987 -12%
WAM
317
Wealthspire Advisors (Maryland)
Maryland
$158K -$17.4K -760 -10%
EWM
318
Elmwood Wealth Management
California
$146K +$146K +6,365 New
ME
319
McIlrath & Eck
Washington
$145K -$24.7K -1,079 -15%
AF
320
Advisornet Financial
Minnesota
$137K -$25.1K -1,099 -15%
OIA
321
OneDigital Investment Advisors
Kansas
$136K +$4.69K +206 +4%
AIM
322
Advantage Investment Management
Iowa
$115K +$69K +3,000 +150%
SWP
323
Strategic Wealth Partners
Ohio
$115K +$115K +5,004 New
FHA
324
Flagship Harbor Advisors
Massachusetts
$108K +$108K +4,745 New
RCAG
325
Rehmann Capital Advisory Group
Michigan
$107K -$28.1K -1,229 -21%
11 12
13
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