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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 %
RWP
426
RWA Wealth Partners
Massachusetts
– -$471K -20,315 Closed
OFW
427
Omnia Family Wealth
Florida
– -$463K -20,000 Closed
JG
428
Jefferies Group
New York
– -$455K -19,650 Closed
WI
429
Wintrust Investments
Illinois
– -$397K -17,150 Closed
AGA
430
Accuvest Global Advisors
Utah
– -$392K -16,911 Closed
WSCM
431
Wellington Shields Capital Management
New York
– -$335K -14,444 Closed
IA
432
IFG Advisory
Georgia
– -$244K -12,987 Closed
BOTW
433
Bank of the West
California
– -$281K -12,120 Closed
HPC
434
HM Payson & Co
Maine
– -$248K -10,716 Closed
M&T Bank
435
M&T Bank
New York
– -$235K -10,145 Closed
BAC
436
Boys Arnold & Co
North Carolina
– -$235K -10,128 Closed
VC
437
Vicus Capital
Pennsylvania
– -$233K -10,056 Closed
MWM
438
Merriman Wealth Management
Washington
– -$230K -9,915 Closed
EC
439
Estate Counselors
Wisconsin
– -$228K -9,850 Closed
AA
440
Alesco Advisors
New York
– -$227K -9,813 Closed
UCMOK
441
United Capital Management of KS
Kansas
– -$221K -9,533 Closed
BSAM
442
Blue Sky Asset Management
Colorado
– -$220K -9,512 Closed
SIM
443
SSI Investment Management
California
– -$218K -9,413 Closed
LNC
444
Lincoln National Corp
Pennsylvania
– -$218K -9,397 Closed
FCAG
445
First Capital Advisors Group
New Jersey
– -$212K -9,130 Closed
GLA
446
Good Life Advisors
Pennsylvania
– -$206K -9,005 Closed
EGA
447
E&G Advisors
Texas
– -$209K -9,000 Closed
ACI
448
Alpha Cubed Investments
California
– -$206K -8,910 Closed
CAM
449
Concorde Asset Management
Michigan
– -$205K -8,870 Closed
AIM
450
Aspen Investment Management
Michigan
– -$200K -8,650 Closed
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