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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 %
AF
326
Advisornet Financial
Minnesota
$139K -$139 -6 -0.1%
ME
327
McIlrath & Eck
Washington
$133K -$13.6K -587 -9%
FGAM
328
Financial Gravity Asset Management
Texas
$121K +$121K +5,278 New
AIM
329
Advantage Investment Management
Iowa
$116K – – –
SWP
330
Strategic Wealth Partners
Ohio
$116K – – –
RCAG
331
Rehmann Capital Advisory Group
Michigan
$110K +$1.46K +63 +1%
JCM
332
Jacobi Capital Management
Pennsylvania
$102K +$11.6K +500 +13%
MWM
333
Mascoma Wealth Management
New Hampshire
$100K +$100K +4,327 New
FHA
334
Flagship Harbor Advisors
Massachusetts
$99K -$11.3K -487 -10%
WT
335
Whittier Trust
California
$96K -$709K -30,489 -88%
WIM
336
Westside Investment Management
California
$90.4K +$90.4K +3,900 New
RMAM
337
Raab & Moskowitz Asset Management
New Jersey
$86K -$473K -20,445 -85%
WWM
338
Wagner Wealth Management
South Carolina
$76K – – –
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$76K +3,271 New
FHA
340
First Horizon Advisors
Tennessee
$72K -$32.6K -1,406 -31%
TAIM
341
TD Ameritrade Investment Management
Nebraska
$72K -$13.9K -597 -16%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$66K -$2.03K -88 -3%
AA
343
AlphaMark Advisors
Kentucky
$66K – – –
RFC
344
Regions Financial Corp
Alabama
$63K +$63K +2,718 New
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.6K +$3.08K +133 +5%
NFG
346
Next Financial Group
Texas
$59K +$59K +2,533 New
TSW
347
Thompson Siegel & Walmsley
Virginia
$57K – – –
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$57K +$30.6K +1,317 +116%
BCWM
349
Bartlett & Co Wealth Management
Ohio
$53.3K – – –
BC
350
Bartlett & Co
Ohio
$53K – – –
12 13
14
15 16