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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 %
SFG
376
SevenBridge Financial Group
Pennsylvania
$6K – – –
RWA
377
River Wealth Advisors
Pennsylvania
$5K +$5K +205 New
JFA
378
JNBA Financial Advisors
Minnesota
$3K – – –
WA
379
WestEnd Advisors
North Carolina
$2.45K – – –
AIS
380
Accurate Investment Solutions
Pennsylvania
$2K +$23 +1 +1%
BBHC
381
Brown Brothers Harriman & Co
New York
$2K +$2K +92 New
NA
382
NewEdge Advisors
Louisiana
$1.24K +$1.24K +54,120 New
TFA
383
Transamerica Financial Advisors
Florida
$1K – – –
KJWM
384
Kiley Juergens Wealth Management
Washington
$1K +$1K +58 New
PFBT
385
Parkside Financial Bank & Trust
Missouri
$1K +$1K +62 New
AFNAS
386
American Financial Network Advisory Services
California
$279 +$279 +7 New
FRA
387
Front Row Advisors
California
$75 +$6 +241 +8%
CI
388
Conning Inc
Connecticut
– -$50.2M -2,169,504 Closed
Jane Street
389
Jane Street
New York
– -$37.3M -1,610,506 Closed
CAI
390
Capital Advisors Inc
Oklahoma
– -$34.9M -1,509,184 Closed
ISSM
391
Invesco Senior Secured Management
New York
– -$23.9M -1,032,156 Closed
TNBTD
392
Trustmark National Bank Trust Department
Mississippi
– -$23.1M -997,467 Closed
AP
393
Advisors Preferred
Maryland
– -$14.8M -640,178 Closed
PWPCM
394
Perella Weinberg Partners Capital Management
New York
– -$5.96M -257,444 Closed
AB
395
AT Bancorp
Iowa
– -$5.1M -220,623 Closed
SC
396
Scotia Capital
Ontario, Canada
– -$5.03M -217,635 Closed
SHA
397
Seneca House Advisors
Virginia
– -$2.86M -123,589 Closed
LA
398
Legacy Advisors
Pennsylvania
– -$2.71M -117,077 Closed
Neuberger Berman Group
399
Neuberger Berman Group
New York
– -$2.4M -103,820 Closed
AAMU
400
Amundi Asset Management US
Massachusetts
– -$2.13M -92,000 Closed
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