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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

378 hedge funds and large institutions have $4.27B invested in Invesco Senior Loan ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 90 increasing their positions, 157 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-17
Holders Change %
-4.3%
% of All Funds
8.44%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.45%
New
83
Increased
90
Reduced
157
Closed
93
Calls
$45M
Puts
$494M
Net Calls
-$449M
Net Calls Change
-$413M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$107M
2
IA
IndexIQ Advisors
New York
+$75.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.9M
4
AssetMark Inc
AssetMark Inc
California
+$41M
5
Bank of America
Bank of America
North Carolina
+$24.7M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$150M
2
AB
Aozora Bank
Japan
-$109M
3
Goldman Sachs
Goldman Sachs
New York
-$101M
4
CSIA
Charles Schwab Investment Advisory
California
-$89.2M
5
GC
Grimes & Company
Massachusetts
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
326
Thompson Siegel & Walmsley
Virginia
$53K – – –
BCWM
327
Bartlett & Co Wealth Management
Ohio
$50.1K – – –
BC
328
Bartlett & Co
Ohio
$50K – – –
WIM
329
Westside Investment Management
California
$45.7K -$39.2K -1,800 -46%
AIM
330
Advantage Investment Management
Iowa
$44K -$66K -3,000 -60%
PCIA
331
Prime Capital Investment Advisors
Kansas
$44K +$44K +2,039 New
EWM
332
Elmwood Wealth Management
California
$43K -$94.5K -4,375 -69%
LFG
333
LifePlan Financial Group
Ohio
$39K -$88 -4 -0.2%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$39K – – –
APC
335
Aspire Private Capital
North Carolina
$36K +$36K +1,635 New
FHA
336
Flagship Harbor Advisors
Massachusetts
$35K -$57.3K -2,644 -62%
BWA
337
Burt Wealth Advisors
Maryland
$30K – – –
QCIG
338
Quad-Cities Investment Group
Iowa
$30K +$301 +14 +1%
LYV
339
Live Your Vision
Pennsylvania
$29K -$1.04K -47 -3%
BBHC
340
Brown Brothers Harriman & Co
New York
$28K +$28K +1,300 New
GEA
341
Glen Eagle Advisors
New Jersey
$27.2K -$13.6K -625 -33%
BHWM
342
Bay Harbor Wealth Management
Maryland
$24K +$24K +1,122 New
AIC
343
Archer Investment Corporation
Indiana
$22K +$22K +1,000 New
PCTC
344
Perkins Coie Trust Company
Washington
$20K – – –
WCM
345
WealthBridge Capital Management
Ohio
$17K +$17K +800 New
RFWA
346
RPg Family Wealth Advisory
Massachusetts
$15K – – –
QI
347
QS Investors
New York
$14K -$44 -2 -0.3%
KL
348
KWMG LLC
Kansas
$14K – – –
CFA
349
Carroll Financial Associates
North Carolina
$14K – – –
BFC
350
Bedel Financial Consulting
Indiana
$14K – – –
12 13
14
15 16