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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

373 hedge funds and large institutions have $4.67B invested in Invesco Senior Loan ETF in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 128 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+32
Holders Change %
+9.38%
% of All Funds
7.37%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.32%
New
73
Increased
128
Reduced
133
Closed
34
Calls
$32.9M
Puts
$435M
Net Calls
-$402M
Net Calls Change
-$6.65M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$86.9M
2
Barclays
Barclays
United Kingdom
$90.7M
3
BCC
Bain Capital Credit
Massachusetts
$197M
4
WAMC
Western Asset Management Company
California
$96.8M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$49.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$150M
2
Citigroup
Citigroup
New York
$25.3M
3
Franklin Resources
Franklin Resources
California
$53.3M
4
Morgan Stanley
Morgan Stanley
New York
$106M
5
Ameriprise
Ameriprise
Minnesota
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.7K -$7.99K -350 -14%
CAC
327
Certified Advisory Corp
Florida
$48K +$574 +25 +1%
SIC
328
Samalin Investment Counsel
New York
$46K +$46K +2,020 New
US Bancorp
329
US Bancorp
Minnesota
$45K +$42.7K +1,875 +1,838%
CWA
330
Core Wealth Advisors
Florida
$36K +$36K +1,580 New
CAL
331
Capital Analysts LLC
Pennsylvania
$34K -$844 -37 -2%
BWA
332
Burt Wealth Advisors
Maryland
$32K – – –
EFSCE
333
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
CTB
334
Country Trust Bank
Illinois
$28K +$28K +1,232 New
CAAS
335
Capital Asset Advisory Services
Michigan
$26K +$26K +1,160 New
FGAM
336
Financial Gravity Asset Management
Texas
$25K +$13.4K +76 +115%
Qube Research & Technologies (QRT)
337
Qube Research & Technologies (QRT)
United Kingdom
$24K +$24K +1,059 New
RMAM
338
Raab & Moskowitz Asset Management
New Jersey
$22K +$22K +1,000 New
WT
339
Whittier Trust
California
$20K -$15.6K -673 -44%
PCTC
340
Perkins Coie Trust Company
Washington
$20K – – –
PP
341
Pacifica Partners
Canada
$20K +$20K +875 New
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$11.9K -510 -39%
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$19K +$19K +850 New
PB
344
Pinnacle Bancorp
Nebraska
$17K – – –
VIA
345
Virtus Investment Advisers
Connecticut
$16.2K +$16.2K +711,268 New
BFC
346
Bedel Financial Consulting
Indiana
$15K – – –
RIA
347
Realta Investment Advisors
Delaware
$14K – – –
LWANC
348
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K +$14K +604 New
LB
349
Legacy Bridge
Iowa
$13K – – –
Fidelity Investments
350
Fidelity Investments
Massachusetts
$12K -$25.9K -1,101 -68%
12 13
14
15 16