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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 %
EF
401
Empirical Finance
Pennsylvania
– -$1.59M -69,408 Closed
VF
402
Virtu Financial
New York
– -$1.33M -58,130 Closed
WIA
403
Westbourne Investment Advisors
Maryland
– -$1.26M -54,975 Closed
FPS
404
Fieldpoint Private Securities
Connecticut
– -$1.15M -50,205 Closed
CWM
405
Cornerstone Wealth Management
Missouri
– -$2.18M -49,897 Closed
SI
406
SimpliFi Inc
California
– -$783K -34,173 Closed
AIM
407
Astor Investment Management
Illinois
– -$617K -26,929 Closed
HA
408
Harborview Advisors
Maine
– -$543K -23,694 Closed
FT
409
Fiduciary Trust
Massachusetts
– -$474K -20,710 Closed
HPC
410
Hobart Private Capital
North Carolina
– -$468K -20,426 Closed
PIA
411
Pinion Investment Advisors
Kansas
– -$451K -19,681 Closed
PWM
412
Paulson Wealth Management
Illinois
– -$405K -17,687 Closed
BCM
413
Breiter Capital Management
Florida
– -$400K -17,447 Closed
RCG
414
Ruggie Capital Group
Florida
– -$381K -16,628 Closed
CAMG
415
CWA Asset Management Group
Florida
– -$318K -13,900 Closed
RWA
416
Ropes Wealth Advisors
Massachusetts
– -$280K -12,225 Closed
WKWM
417
Walter & Keenan Wealth Management
Indiana
– -$252K -11,000 Closed
RJT
418
Raymond James Trust
Florida
– -$237K -10,312 Closed
AI
419
Atria Investments
North Carolina
– -$235K -10,270 Closed
VIM
420
Vista Investment Management
Pennsylvania
– -$229K -10,000 Closed
FAT
421
First American Trust
California
– -$222K -9,703 Closed
CF
422
Centaurus Financial
California
– -$208K -9,097 Closed
LA
423
LexAurum Advisors
Kansas
– -$202K -8,813 Closed
IWC
424
Integrated Wealth Concepts
Massachusetts
– -$202K -8,813 Closed
TIM
425
Tortoise Investment Management
New York
– -$98K -4,275 Closed
14 15 16
17
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