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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

379 hedge funds and large institutions have $5.73B invested in Invesco Senior Loan ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
9.46%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.67%
New
38
Increased
164
Reduced
121
Closed
37
Calls
$569K
Puts
$61.7M
Net Calls
-$61.1M
Net Calls Change
-$17.4M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$185M
2
Ameriprise
Ameriprise
Minnesota
$180M
3
WAMC
Western Asset Management Company
California
$150M
4
KI
Koch Industries
Kansas
$39.7M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$138M

Top Sellers

1
MC
Muzinich & Co
New York
$33.6M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$0
3
BC
Brookfield Corp
Ontario, Canada
$0
4
FT
Fiduciary Trust
Massachusetts
$8.42M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFBTD
326
MB Financial Bank - Trust Department
Illinois
$149K +$149K +6,418 New
GRP
327
Global Retirement Partners
California
$138K +$9.78K +424 +8%
WEC
328
Winslow Evans & Crocker
Massachusetts
$131K -$51.6K -2,230 -28%
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K – – –
SAM
330
Solaris Asset Management
New York
$102K +$102K +4,419 New
OIA
331
OneDigital Investment Advisors
Kansas
$100K +$100K +4,334 New
JIR
332
James Investment Research
Ohio
$89K – – –
IPC
333
Independent Portfolio Consultants
Florida
$78K -$258K -11,110 -77%
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$256 +11 +0.3%
BI
335
Bramshill Investments
Florida
$73K +$73K +3,155 New
WIM
336
Westside Investment Management
California
$62.2K +$43.7K +1,888 +236%
MIM
337
Macroview Investment Management
Maryland
$58K +$58K +2,525 New
TSW
338
Thompson Siegel & Walmsley
Virginia
$57K +$57K +2,450 New
BC
339
Bartlett & Co
Ohio
$53K – – –
WT
340
Whittier Trust
California
$50K – – –
PCIG
341
Partners Capital Investment Group
Massachusetts
$48K +$394 +17 +0.8%
AIM
342
Advantage Investment Management
Iowa
$46K – – –
JCM
343
Jacobi Capital Management
Pennsylvania
$45K – – –
AIP
344
Ameritas Investment Partners
Nebraska
$44K – – –
TFA
345
Transamerica Financial Advisors
Florida
$33K -$179K -7,538 -84%
BWA
346
Burt Wealth Advisors
Maryland
$32K – – –
PFP
347
Pinnacle Financial Partners
Tennessee
$29K +$29K +1,242 New
KF
348
Krilogy Financial
Missouri
$28K -$22.3K -950 -44%
AA
349
AlphaMark Advisors
Kentucky
$28K – – –
EWM
350
Evercore Wealth Management
New York
$28K +$28K +1,189 New
12 13
14
15 16