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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

326 hedge funds and large institutions have $2.83B invested in Invesco Senior Loan ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 161 reducing their positions, and 83 closing their positions.

Holders
326
Holders Change
-47
Holders Change %
-12.6%
% of All Funds
7.2%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
44
Increased
81
Reduced
161
Closed
83
Calls
$16.9M
Puts
$383M
Net Calls
-$366M
Net Calls Change
+$36.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$37.1M
2
EVM
2
Eaton Vance Management
Massachusetts
$41.6M
3
IA
3
IndexIQ Advisors
New York
$110M
4
Jane Street
4
Jane Street
New York
$26M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$22.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$46.5M
2
BCC
2
Bain Capital Credit
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.46M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$5.39M
5
WAMC
5
Western Asset Management Company
California
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
301
Sound Income Strategies
Florida
$6K 294 – –
MCM
302
McMillion Capital Management
North Carolina
$6K 290 – –
LGWM
303
Litman Gregory Wealth Management
California
$6K 299 – –
LFG
304
LifePlan Financial Group
Ohio
$5K 230 – –
GSWM
305
Golden State Wealth Management
California
$5K 265 +265 New
SWM
306
Sugarloaf Wealth Management
Georgia
$4K 218 – –
JWBC
307
John W. Brooker & Co
California
$4K 216 +2 +0.9%
TCOV
308
Trust Company of Vermont
Vermont
$4K 196 +196 New
GI
309
Gradient Investments
Minnesota
$3K 161 -319 -66%
GFPC
310
Global Financial Private Capital
Florida
$3K 123 -11 -8%
JFA
311
JNBA Financial Advisors
Minnesota
$3K 127 – –
AssetMark Inc
312
AssetMark Inc
California
$2K 122 -19,810 -99%
TFGT
313
TS Financial Group (TSFG)
Illinois
$2K 82 -83 -50%
EWM
314
EPG Wealth Management
Georgia
$2K 122 – –
HIA
315
Harbor Investment Advisory
Maryland
$2K 74 – –
NL
316
NWAM LLC
Washington
$1.09K 53,101 +11,286 +27%
FGAM
317
Financial Gravity Asset Management
Texas
$1K 49 -93 -65%
LAS
318
Lloyd Advisory Services
Georgia
$1K 63 -467 -88%
PCIA
319
Prime Capital Investment Advisors
Kansas
$1K 27 -64 -70%
NC
320
NewSquare Capital
Pennsylvania
$1K 50 – –
FHA
321
Flagship Harbor Advisors
Massachusetts
$1K 68 – –
SFA
322
Semmax Financial Advisors
North Carolina
$1K 65 – –
SSW
323
Smith Shellnut Wilson
Mississippi
$1K 39 +39 New
BCC
324
Bain Capital Credit
Massachusetts
– – -8,623,689 Closed
Loomis, Sayles & Company
325
Loomis, Sayles & Company
Massachusetts
– – -2,182,910 Closed
11 12
13
14 15