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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 %
WSTAM
451
Wilbanks Smith & Thomas Asset Management
Virginia
– -$179K -7,750 Closed
RCAG
452
Rehmann Capital Advisory Group
Michigan
– -$110K -4,734 Closed
RMAM
453
Raab & Moskowitz Asset Management
New Jersey
– -$86K -3,717 Closed
APP
454
Avantax Planning Partners
Iowa
– -$51K -2,210 Closed
KF
455
Krilogy Financial
Missouri
– -$47K -2,019 Closed
CAG
456
Csenge Advisory Group
Florida
– -$45K -2,001 Closed
WC
457
Whitney & Co
New York
– -$41K -1,775 Closed
VFA
458
Valeo Financial Advisors
Indiana
– -$39K -1,700 Closed
PWAG
459
Polaris Wealth Advisory Group
California
– -$35K -1,502 Closed
SWMG
460
Signature Wealth Management Group
Georgia
– -$23K -1,019 Closed
PSC
461
Prentiss Smith & Co
Vermont
– -$23K -1,000 Closed
BBA
462
Braun-Bostich & Associates
Pennsylvania
– -$20K -863 Closed
HI
463
Hudock Inc
Pennsylvania
– -$19K -833 Closed
JWA
464
JFS Wealth Advisors
Pennsylvania
– -$17K -729 Closed
PGWM
465
Parisi Gray Wealth Management
New Jersey
– -$12K -516 Closed
CPIG
466
Chicago Partners Investment Group
Illinois
– -$11K -488 Closed
IFAM
467
Institutional & Family Asset Management
Colorado
– -$10K -436 Closed
AIS
468
Accurate Investment Solutions
Pennsylvania
– -$5K -217 Closed
CFG
469
Citizens Financial Group
Rhode Island
– -$5K -205 Closed
GP
470
Girard Partners
Pennsylvania
– -$2K -129 Closed
KJWM
471
Kiley Juergens Wealth Management
Washington
– -$1K -58 Closed
HCM
472
Hilton Capital Management
New York
– -$384K – –
15 16 17 18
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