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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 %
APP
351
Avantax Planning Partners
Iowa
$51K +$51K +2,210 New
KF
352
Krilogy Financial
Missouri
$47K +$47K +2,019 New
CAG
353
Csenge Advisory Group
Florida
$45K -$178K -7,924 -80%
GEA
354
Glen Eagle Advisors
New Jersey
$43.4K – – –
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$42K -$14.6K -625 -26%
WC
356
Whitney & Co
New York
$41K -$14.4K -625 -26%
LFG
357
LifePlan Financial Group
Ohio
$41K – – –
WEC
358
Winslow Evans & Crocker
Massachusetts
$40K -$96 -4 -0.2%
VFA
359
Valeo Financial Advisors
Indiana
$39K +$39K +1,700 New
PWAG
360
Polaris Wealth Advisory Group
California
$35K +$35K +1,502 New
QCIG
361
Quad-Cities Investment Group
Iowa
$32K -$16.3K -704 -34%
BWA
362
Burt Wealth Advisors
Maryland
$32K – – –
LYV
363
Live Your Vision
Pennsylvania
$31K +$5.22K +228 +20%
CFGS
364
Concourse Financial Group Securities
Alabama
$31K +$31K +1,336 New
SWMG
365
Signature Wealth Management Group
Georgia
$23K – – –
PSC
366
Prentiss Smith & Co
Vermont
$23K – – –
PCTC
367
Perkins Coie Trust Company
Washington
$21K – – –
BBA
368
Braun-Bostich & Associates
Pennsylvania
$20K -$32.2K -1,388 -62%
HI
369
Hudock Inc
Pennsylvania
$19K – – –
JWA
370
JFS Wealth Advisors
Pennsylvania
$17K – – –
RFWA
371
RPg Family Wealth Advisory
Massachusetts
$15.9K +$15.9K +687 New
QI
372
QS Investors
New York
$15K -$841 -36 -5%
KL
373
KWMG LLC
Kansas
$15K – – –
BFC
374
Bedel Financial Consulting
Indiana
$14K -$8.06K -366 -37%
GI
375
Gradient Investments
Minnesota
$14K -$3.11K -136 -18%
13 14
15
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