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 %
LYV
351
Live Your Vision
Pennsylvania
$26K – – –
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$26K +$1.1K +48 +4%
SWMG
353
Signature Wealth Management Group
Georgia
$23K – – –
PSC
354
Prentiss Smith & Co
Vermont
$23K – – –
BFC
355
Bedel Financial Consulting
Indiana
$23K +$23K +1,002 New
PCTC
356
Perkins Coie Trust Company
Washington
$21K -$4.59K -196 -18%
SIS
357
Sound Income Strategies
Florida
$19K – – –
HI
358
Hudock Inc
Pennsylvania
$19K – – –
AWA
359
Acorn Wealth Advisors
Michigan
$18K – – –
JWA
360
JFS Wealth Advisors
Pennsylvania
$17K – – –
GI
361
Gradient Investments
Minnesota
$17K +$3.09K +136 +22%
QI
362
QS Investors
New York
$16K -$2.41M -102,201 -99%
AF
363
Allworth Financial
California
$16K +$10.7K +480 +202%
CFA
364
Carroll Financial Associates
North Carolina
$14K – – –
KL
365
KWMG LLC
Kansas
$14K +$14K +629 New
BCA
366
Bay Colony Advisors
Massachusetts
$13K +$13K +554 New
PGWM
367
Parisi Gray Wealth Management
New Jersey
$12K – – –
CTB
368
Country Trust Bank
Illinois
$12K – – –
IFAM
369
Institutional & Family Asset Management
Colorado
$10K +$93 +4 +0.9%
AIM
370
Anchor Investment Management
South Carolina
$9.16K – – –
PCM
371
Peak Capital Management
Colorado
$9K – – –
CWA
372
Clarus Wealth Advisors
Arizona
$9K +$9K +400 New
BC
373
Barnett & Company
Tennessee
$8K -$6.67M -291,773 -100%
IWP
374
Icon Wealth Partners
Texas
$8K +$8K +358 New
FEG
375
Financial Enhancement Group
Indiana
$6K -$681K -30,429 -99%
13 14
15
16 17