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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 %
CFA
376
Carroll Financial Associates
North Carolina
$14K – – –
PGWM
377
Parisi Gray Wealth Management
New Jersey
$12K – – –
CTB
378
Country Trust Bank
Illinois
$12K – – –
CPIG
379
Chicago Partners Investment Group
Illinois
$11K +$11K +488 New
IFAM
380
Institutional & Family Asset Management
Colorado
$10K +$92 +4 +0.9%
AIM
381
Anchor Investment Management
South Carolina
$9.27K – – –
CWA
382
Clarus Wealth Advisors
Arizona
$9K – – –
AF
383
Allworth Financial
California
$8K -$9.05K -381 -53%
SIS
384
Sound Income Strategies
Florida
$7K -$13K -544 -65%
SFG
385
SevenBridge Financial Group
Pennsylvania
$6K – – –
RWA
386
River Wealth Advisors
Pennsylvania
$5K – – –
AIS
387
Accurate Investment Solutions
Pennsylvania
$5K +$3K +130 +149%
CFG
388
Citizens Financial Group
Rhode Island
$5K +$5K +205 New
FEG
389
Financial Enhancement Group
Indiana
$3K -$3.54K -145 -54%
WA
390
WestEnd Advisors
North Carolina
$2.48K – – –
US Bancorp
391
US Bancorp
Minnesota
$2K -$30.4K -1,550 -94%
GP
392
Girard Partners
Pennsylvania
$2K +$2K +129 New
AIIMS
393
Analyst IMS Investment Management Services
Israel
$1.87K +$1.87K +80,441 New
KJWM
394
Kiley Juergens Wealth Management
Washington
$1K – – –
FRA
395
Front Row Advisors
California
$75 – – –
Susquehanna International Group
396
Susquehanna International Group
Pennsylvania
– -$9.3M -405,902 Closed
GFPC
397
Global Financial Private Capital
Florida
– -$7.3M -318,669 Closed
Citadel Advisors
398
Citadel Advisors
Florida
– -$5.69M -248,254 Closed
11A
399
10-15 Associates
New York
– -$1.87M -81,662 Closed
TA
400
Teachers Advisors
New York
– -$1.69M -73,857 Closed
14 15
16
17 18