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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 %
GWMIA
351
Global Wealth Management Investment Advisory
Florida
$12K – – –
LAS
352
Lloyd Advisory Services
Georgia
$12K +$12K +530 New
GI
353
Gradient Investments
Minnesota
$11K -$23 -1 -0.2%
AIM
354
Anchor Investment Management
South Carolina
$9.13K – – –
AA
355
AlphaMark Advisors
Kentucky
$9K – – –
SIS
356
Sound Income Strategies
Florida
$7K – – –
MCM
357
McMillion Capital Management
North Carolina
$7K – – –
LGWM
358
Litman Gregory Wealth Management
California
$7K +$7K +299 New
TAM
359
Townsend Asset Management
North Carolina
$6K +$6K +266 New
LFG
360
LifePlan Financial Group
Ohio
$5K -$348 -16 -7%
JWBC
361
John W. Brooker & Co
California
$5K +$5K +214 New
SWM
362
Sugarloaf Wealth Management
Georgia
$5K +$5K +218 New
TFGT
363
TS Financial Group (TSFG)
Illinois
$4K – – –
FWM
364
Foresight Wealth Management
Utah
$4K +$503 +20 +14%
SIAP
365
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$4K +215 New
GFPC
366
Global Financial Private Capital
Florida
$3K -$3.47K -155 -54%
JFA
367
JNBA Financial Advisors
Minnesota
$3K – – –
EWM
368
EPG Wealth Management
Georgia
$3K +$3K +122 New
PCIA
369
Prime Capital Investment Advisors
Kansas
$2K -$287K -13,056 -99%
FHA
370
Flagship Harbor Advisors
Massachusetts
$2K -$765 -26 -28%
HIA
371
Harbor Investment Advisory
Maryland
$2K +$2K +74 New
HCA
372
Horan Capital Advisors
Ohio
$1K -$28.5K -1,226 -97%
SFA
373
Semmax Financial Advisors
North Carolina
$1K – – –
NC
374
NewSquare Capital
Pennsylvania
$1K – – –
PFM
375
Peak Financial Management
Massachusetts
– -$5.15M -228,057 Closed
13 14
15
16 17