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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 %
HWA
401
HCR Wealth Advisors
California
– -$1.97M -85,034 Closed
Janus Henderson Group
402
Janus Henderson Group
United Kingdom
– -$1.45M -62,715 Closed
RRWA
403
Rainey & Randall Wealth Advisors
Florida
– -$1.36M -58,814 Closed
SCM
404
Southport Capital Management
Tennessee
– -$1.29M -55,745 Closed
VIA
405
Virtus Investment Advisers
Connecticut
– -$1.23M -53,000 Closed
WB
406
Webster Bank
Connecticut
– -$1.2M -51,721 Closed
FA
407
FDx Advisors
Illinois
– -$1.12M -48,439 Closed
AIP
408
Almanack Investment Partners
Pennsylvania
– -$822K -35,542 Closed
AWA
409
Arete Wealth Advisors
Illinois
– -$745K -32,221 Closed
MCM
410
Mainstay Capital Management
Michigan
– -$605K -26,198 Closed
MIH
411
Meitav Investment House
Israel
– -$592K -25,601 Closed
RFC
412
Regions Financial Corp
Alabama
– -$582K -25,177 Closed
MIAN
413
Mariner Independent Advisor Network
Kansas
– -$536K -23,197 Closed
WMG
414
WESCAP Management Group
California
– -$515K -22,292 Closed
BF
415
BOK Financial
Oklahoma
– -$504K -21,800 Closed
HWM
416
Highwater Wealth Management
Colorado
– -$457K -19,773 Closed
QFA
417
Quattro Financial Advisors
Texas
– -$403K -17,451 Closed
MSAM
418
Moloney Securities Asset Management
Missouri
– -$391K -16,912 Closed
SFWA
419
Summit Financial Wealth Advisors
Louisiana
– -$380K -16,414 Closed
NFG
420
Next Financial Group
Texas
– -$314K -13,575 Closed
CG
421
Colony Group
Massachusetts
– -$285K -12,340 Closed
Fidelity Investments
422
Fidelity Investments
Massachusetts
– -$265K -11,453 Closed
IFA
423
Interactive Financial Advisors
Illinois
– -$248K -10,727 Closed
EWA
424
EP Wealth Advisors
California
– -$238K -10,300 Closed
PP
425
Palladium Partners
Virginia
– -$230K -9,956 Closed
14 15 16
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