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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 %
AIIMS
376
Analyst IMS Investment Management Services
Israel
$1.68K -$75 -3,441 -4%
LPWM
377
Lake Point Wealth Management
Texas
$1K +$1K +25 New
AAMU
378
Amundi Asset Management US
Massachusetts
$915 -$1.09K -50,000 -54%
Lord, Abbett & Co
379
Lord, Abbett & Co
New Jersey
– -$150M -6,454,872 Closed
Mitsubishi UFJ Trust & Banking
380
Mitsubishi UFJ Trust & Banking
Japan
– -$53.3M -2,300,000 Closed
FCC
381
Florin Court Capital
United Kingdom
– -$38.1M -1,646,350 Closed
TD Asset Management
382
TD Asset Management
Ontario, Canada
– -$23.3M -1,005,200 Closed
Mackenzie Financial
383
Mackenzie Financial
Ontario, Canada
– -$23M -990,600 Closed
SIM
384
Sterling Investment Management
Arizona
– -$19.5M -839,655 Closed
VM
385
Value Monitoring
California
– -$15.3M -663,071 Closed
ISSM
386
Invesco Senior Secured Management
New York
– -$12.4M -532,156 Closed
G
387
GenTrust
Florida
– -$9.96M -429,895 Closed
Allianz Asset Management
388
Allianz Asset Management
Germany
– -$9.62M -415,275 Closed
Renaissance Technologies
389
Renaissance Technologies
New York
– -$7.67M -330,800 Closed
MLM
390
Mount Lucas Management
Pennsylvania
– -$7.41M -319,727 Closed
PAG
391
Private Advisor Group
New Jersey
– -$7.09M -306,147 Closed
HFS
392
HL Financial Services
Kentucky
– -$6.39M -275,914 Closed
AA
393
Advisory Alpha
Michigan
– -$5.19M -218,425 Closed
AUIM
394
Aegon USA Investment Management
Iowa
– -$4.94M -213,000 Closed
NPGCU
395
Napier Park Global Capital (US)
New York
– -$4.64M -200,000 Closed
GP
396
Geneva Partners
Wisconsin
– -$4.19M -180,793 Closed
SAM
397
Silphium Asset Management
United Kingdom
– -$3.78M -163,000 Closed
BWAM
398
Boyd Watterson Asset Management
Ohio
– -$3.66M -157,830 Closed
DF
399
Donoghue Forlines
Massachusetts
– -$3.55M -153,016 Closed
AP
400
Advisors Preferred
Maryland
– -$3.41M -147,053 Closed
14 15
16
17 18