BKLN icon

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 %
FHA
326
First Horizon Advisors
Tennessee
$103K +$34.7K +1,521 +51%
TIM
327
Tortoise Investment Management
New York
$98K – – –
GWM
328
Geneos Wealth Management
Colorado
$96K +$96K +4,226 New
JCM
329
Jacobi Capital Management
Pennsylvania
$89K +$2.29K +100 +3%
TAIM
330
TD Ameritrade Investment Management
Nebraska
$85K +$45.6K +1,985 +116%
WWM
331
Wagner Wealth Management
South Carolina
$75K +$25.7K +1,120 +52%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$68K -$5.05K -219 -7%
AA
333
AlphaMark Advisors
Kentucky
$65K -$2.29K -100 -3%
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.9K – – –
TSW
335
Thompson Siegel & Walmsley
Virginia
$56K – – –
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$56K +$6.93K +300 +14%
WC
337
Whitney & Co
New York
$55K – – –
MA
338
MUFG Americas
New York
$54K -$303K -13,232 -85%
BC
339
Bartlett & Co
Ohio
$53K +$7.26K +315 +16%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$52.7K +$7.21K +315 +16%
BBA
341
Braun-Bostich & Associates
Pennsylvania
$52K -$196K -8,481 -79%
SF
342
Synovus Financial
Georgia
$51K +$1.97K +86 +4%
Simplex Trading
343
Simplex Trading
Illinois
$50K +$50K +2,200 New
QCIG
344
Quad-Cities Investment Group
Iowa
$48K +$48K +2,086 New
GEA
345
Glen Eagle Advisors
New Jersey
$42.9K +$42.9K +1,875 New
LFG
346
LifePlan Financial Group
Ohio
$41K – – –
WEC
347
Winslow Evans & Crocker
Massachusetts
$40K -$1.72K -72 -4%
US Bancorp
348
US Bancorp
Minnesota
$37K -$24.3K -1,084 -40%
Parallax Volatility Advisers
349
Parallax Volatility Advisers
California
$36K -$2.72K -120 -7%
BWA
350
Burt Wealth Advisors
Maryland
$32K – – –
12 13
14
15 16