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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

349 hedge funds and large institutions have $5.48B invested in Invesco Senior Loan ETF in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 138 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+59
Holders Change %
+20.34%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.88%
New
86
Increased
138
Reduced
100
Closed
23
Calls
$908K
Puts
$43.2M
Net Calls
-$42.3M
Net Calls Change
-$22M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$401M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$182M
3
CSIA
3
Charles Schwab Investment Advisory
California
$181M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$279M
5
Invesco
5
Invesco
Georgia
$141M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$17.8M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$2.15M
3
MIG
3
Mariner Investment Group
New York
$0
4
IA
4
IndexIQ Advisors
New York
$30.6M
5
WAMC
5
Western Asset Management Company
California
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
326
Burt Wealth Advisors
Maryland
$37K +$4.42K +190 +14%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$36K +$36K +1,519 New
AA
328
AlphaMark Advisors
Kentucky
$28K +$28K +1,195 New
SIG
329
Stanford Investment Group
California
$27K -$179K -7,800 -87%
BWM
330
Baystate Wealth Management
Massachusetts
$27K +$27K +1,162 New
PCTC
331
Perkins Coie Trust Company
Washington
$26K +$26K +1,093 New
MIFH
332
Migdal Insurance & Financial Holdings
Israel
$26K +$26K +1,100 New
AA
333
Ancora Advisors
Ohio
$22K +$22K +955 New
CFS
334
Commonwealth Financial Services
West Virginia
$19K -$17.7K -757 -48%
KT
335
Kanaly Trust
Texas
$19K -$6.57K -283 -26%
HI
336
Hudock Inc
Pennsylvania
$19K – – –
TCOV
337
Trust Company of Vermont
Vermont
$19K +$19K +825 New
WIM
338
Westside Investment Management
California
$18.7K +$18.7K +800 New
JWA
339
JFS Wealth Advisors
Pennsylvania
$17K +$17K +729 New
EWA
340
EP Wealth Advisors
California
$10K -$1.75K -1,800 -15%
PCP
341
Proficio Capital Partners
Massachusetts
$10K – – –
AIM
342
Anchor Investment Management
South Carolina
$9.34K – – –
SPIA
343
Steward Partners Investment Advisory
New York
$9K +$9K +392 New
YWP
344
YorkBridge Wealth Partners
New York
$7K +$7K +300 New
AWM
345
Arbor Wealth Management
Florida
$3.8K +$93 +3,994 +3%
AWMS
346
Advocacy Wealth Management Services
Georgia
$3K -$5.64K -237 -65%
CHC
347
City Holding Co
West Virginia
$2K – – –
FAN
348
Financial Advisors Network
California
$676 +$676 +29 New
BNP Paribas Financial Markets
349
BNP Paribas Financial Markets
France
$23 – – –
MIG
350
Mariner Investment Group
New York
– -$23.2M -1,000,000 Closed
11 12 13
14
15