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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 %
GCA
401
Greenwood Capital Associates
South Carolina
– -$3.3M -142,561 Closed
BCM
402
Brookstone Capital Management
Illinois
– -$2.75M -118,636 Closed
SCM
403
Sandler Capital Management
New York
– -$2.69M -115,900 Closed
ACG
404
Allen Capital Group
Nebraska
– -$2.54M -109,817 Closed
CCM
405
Crabel Capital Management
California
– -$2.41M -104,147 Closed
QA
406
Quantitative Advantage
Minnesota
– -$2.22M -95,935 Closed
OAM
407
Occidental Asset Management
California
– -$2.02M -86,964 Closed
PAMU
408
Pictet Asset Management (UK)
United Kingdom
– -$1.91M -82,500 Closed
PWG
409
Private Wealth Group
Florida
– -$1.91M -82,324 Closed
CCM
410
Colorado Capital Management
Colorado
– -$1.58M -68,383 Closed
SG
411
Swarthmore Group
Pennsylvania
– -$1.53M -65,800 Closed
GEM
412
Global Endowment Management
North Carolina
– -$1.51M -65,000 Closed
WI
413
WrapManager Inc
California
– -$1.44M -61,983 Closed
BFM
414
Boothbay Fund Management
New York
– -$1.27M -55,000 Closed
MM
415
Main Management
California
– -$1.19M -51,435 Closed
PHS
416
Pekin Hardy Strauss
Illinois
– -$1.1M -47,515 Closed
VAIA
417
Virtus Alternative Investment Advisers
Connecticut
– -$899K -38,800 Closed
IFA
418
Interactive Financial Advisors
Illinois
– -$752K -32,469 Closed
BCMO
419
Buckingham Capital Management (Ohio)
Ohio
– -$723K -31,204 Closed
MCM
420
Mainstay Capital Management
Michigan
– -$623K -26,874 Closed
Principal Financial Group
421
Principal Financial Group
Iowa
– -$591K -25,500 Closed
CTA
422
Chesley Taft & Associates
Illinois
– -$555K -23,950 Closed
FA
423
FDx Advisors
Illinois
– -$553K -23,866 Closed
WCM
424
Windham Capital Management
Massachusetts
– -$537K -23,195 Closed
FF
425
Fluent Financial
Texas
– -$532K -22,973 Closed
15 16
17
18 19