BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

395 hedge funds and large institutions have $5.57B invested in Invesco Senior Loan ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+9
Holders Change %
+2.33%
% of All Funds
9.05%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.69%
New
49
Increased
133
Reduced
152
Closed
40
Calls
$422K
Puts
$36.4M
Net Calls
-$36M
Net Calls Change
-$28.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$101M
2
Ameriprise
Ameriprise
Minnesota
+$53M
3
SAM
Symphony Asset Management
California
+$47.3M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
+$35M
5
Bank of America
Bank of America
North Carolina
+$30.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$265M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$167M
3
Goldman Sachs
Goldman Sachs
New York
-$135M
4
KI
Koch Industries
Kansas
-$21.7M
5
WCM
Windham Capital Management
Massachusetts
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAC
301
Boys Arnold & Co
North Carolina
$235K +$162 +7 +0.1%
VC
302
Vicus Capital
Pennsylvania
$233K +$1.83K +79 +0.8%
MWM
303
Merriman Wealth Management
Washington
$230K -$15.1K -650 -6%
EC
304
Estate Counselors
Wisconsin
$228K -$10.2M -440,755 -98%
AA
305
Alesco Advisors
New York
$227K +$23 +1 +0%
UCMOK
306
United Capital Management of KS
Kansas
$221K +$221K +9,533 New
BSAM
307
Blue Sky Asset Management
Colorado
$220K – – –
SIM
308
SSI Investment Management
California
$218K – – –
LNC
309
Lincoln National Corp
Pennsylvania
$218K +$3.55K +153 +2%
FCAG
310
First Capital Advisors Group
New Jersey
$212K – – –
EGA
311
E&G Advisors
Texas
$209K – – –
OIA
312
OneDigital Investment Advisors
Kansas
$208K +$69.4K +2,989 +50%
ACI
313
Alpha Cubed Investments
California
$206K +$206K +8,910 New
GLA
314
Good Life Advisors
Pennsylvania
$206K +$206K +9,005 New
CAM
315
Concorde Asset Management
Michigan
$205K -$15.8K -684 -7%
Fidelity Investments
316
Fidelity Investments
Massachusetts
$202K +$202K +8,726 New
AIM
317
Aspen Investment Management
Michigan
$200K +$200K +8,650 New
MA
318
MUFG Americas
New York
$192K +$137K +5,943 +252%
GRP
319
Global Retirement Partners
California
$187K +$24.4K +1,050 +15%
AIP
320
Ameritas Investment Partners
Nebraska
$186K +$17.8K +771 +11%
SWM
321
SeaCrest Wealth Management
New York
$185K -$50.6K -2,183 -21%
WSTAM
322
Wilbanks Smith & Thomas Asset Management
Virginia
$179K +$179K +7,750 New
BFEC
323
Benjamin F. Edwards & Company
Missouri
$161K -$47.1K -2,038 -23%
EWM
324
Elmwood Wealth Management
California
$147K – – –
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$142K -$18.2K -786 -11%
11 12
13
14 15