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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
$216M
2
IA
IndexIQ Advisors
New York
$127M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
4
AssetMark Inc
AssetMark Inc
California
$44.1M
5
Bank of America
Bank of America
North Carolina
$179M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
AB
Aozora Bank
Japan
$205M
3
Goldman Sachs
Goldman Sachs
New York
$188M
4
CSIA
Charles Schwab Investment Advisory
California
$227M
5
GC
Grimes & Company
Massachusetts
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
351
Essex Savings Bank
Connecticut
$14K +$14K +650 New
PB
352
Pinnacle Bancorp
Nebraska
$14K +$14K +650 New
GI
353
Gradient Investments
Minnesota
$12K -$1.45K -66 -11%
LB
354
Legacy Bridge
Iowa
$12K +$12K +566 New
SWP
355
Strategic Wealth Partners
Ohio
$11K -$99.1K -4,504 -90%
CWA
356
Clarus Wealth Advisors
Arizona
$9K – – –
W
357
WealthOne
New York
$9K +$9K +393 New
AIM
358
Anchor Investment Management
South Carolina
$8.71K – – –
RFM
359
Royal Fund Management
Florida
$8K +$8K +404 New
SFG
360
SevenBridge Financial Group
Pennsylvania
$6K – – –
SIS
361
Sound Income Strategies
Florida
$6K – – –
Bessemer Group
362
Bessemer Group
New Jersey
$5K -$11.2M -480,676 -100%
MOS
363
MGO One Seven
Ohio
$5K +$5K +235 New
AF
364
Allworth Financial
California
$4K -$3.75K -163 -48%
RWA
365
River Wealth Advisors
Pennsylvania
$4K – – –
RFA
366
Reilly Financial Advisors
California
$4K +$4K +170 New
NA
367
NewEdge Advisors
Louisiana
$3.79K +$2.59K +118,676 +215%
FEG
368
Financial Enhancement Group
Indiana
$3K – – –
JFA
369
JNBA Financial Advisors
Minnesota
$3K +$3K +127 New
S
370
SignatureFD
Georgia
$3K +$3K +129 New
UB
371
UMB Bank
Missouri
$2.65K -$2 -78 -0.1%
WA
372
WestEnd Advisors
North Carolina
$2.33K – – –
US Bancorp
373
US Bancorp
Minnesota
$2K – – –
CB
374
Community Bank
New York
$2K +$2K +82 New
RCG
375
Ruggie Capital Group
Florida
$2K +$2K +108 New
13 14
15
16 17