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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 %
NR
376
Newfound Research
Massachusetts
– -$4.61M -203,905 Closed
SAM
377
Silphium Asset Management
United Kingdom
– -$2.48M -110,000 Closed
Susquehanna International Group
378
Susquehanna International Group
Pennsylvania
– -$2.1M -93,141 Closed
WC
379
Wexford Capital
Florida
– -$1.81M -80,000 Closed
VCM
380
Virtue Capital Management
Tennessee
– -$1.71M -75,648 Closed
CP
381
Cumberland Partners
Ontario, Canada
– -$1.15M -50,800 Closed
HF
382
HRT Financial
New York
– -$1.13M -50,100 Closed
AAM
383
Augustine Asset Management
Florida
– -$1.1M -48,595 Closed
LIM
384
Longfellow Investment Management
Massachusetts
– -$894K -39,575 Closed
Lido Advisors
385
Lido Advisors
California
– -$875K -38,736 Closed
FF
386
Friedenthal Financial
New Jersey
– -$867K -38,400 Closed
BIAS
387
Beacon Investment Advisory Services
New Jersey
– -$811K -35,886 Closed
M&T Bank
388
M&T Bank
New York
– -$653K -28,884 Closed
ELI
389
Empire Life Investments
Ontario, Canada
– -$560K -24,777 Closed
PP
390
Paloma Partners
Connecticut
– -$444K -19,643 Closed
AFC
391
AFT Forsyth & Company
Florida
– -$308K -13,655 Closed
RSWM
392
Robertson Stephens Wealth Management
California
– -$276K -12,199 Closed
Comerica Bank
393
Comerica Bank
Texas
– -$272K -12,098 Closed
PCM
394
Penn Capital Management
Pennsylvania
– -$273K -12,082 Closed
TLP
395
Trinity Legacy Partners
Texas
– -$222K -9,886 Closed
SFG
396
StrategIQ Financial Group
Indiana
– -$201K -8,915 Closed
TC
397
Truvestments Capital
Florida
– -$88K -3,881 Closed
FAAS
398
First Allied Advisory Services
California
– -$67K -2,891 Closed
MAM
399
Marquette Asset Management
Minnesota
– -$55K -2,444 Closed
CAPTRUST Financial Advisors
400
CAPTRUST Financial Advisors
North Carolina
– -$43K -1,903 Closed
13 14 15
16
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