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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

290 hedge funds and large institutions have $3.9B invested in Invesco Senior Loan ETF in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 138 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.75%
Holding in Top 10
25
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+56.25%
% of All Funds
0.67%
New
40
Increased
138
Reduced
74
Closed
19
Calls
–
Puts
$20.3M
Net Calls
-$20.3M
Net Calls Change
+$422K

Top Buyers

1
WAMC
1
Western Asset Management Company
California
$235M
2
O
2
OppenheimerFunds
New York
$83.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$195M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$214M
5
MC
5
Muzinich & Co
New York
$37M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$215M
2
CGI
2
CI Global Investments
California
$0
3
FTUS
3
Flow Traders U.S.
New York
$5.84M
4
PI
4
PineBridge Investments
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$40.8M 1,759,598 +777,747 +79%
WCM
27
Windham Capital Management
Massachusetts
$40M 1,721,626 +692,842 +67%
BCI
28
Brinker Capital Investments
Pennsylvania
$39.1M 1,683,190 +53,414 +3%
MIH
29
Madison Investment Holdings
Wisconsin
$38.1M 1,641,643 +1,229,780 +299%
MC
30
Muzinich & Co
New York
$37M 1,593,710 +1,568,485 +6,218%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$30.4M 1,310,180 +245,420 +23%
GC
32
Guggenheim Capital
Illinois
$30.3M 1,306,043 +44,894 +4%
AAMU
33
Amundi Asset Management US
Massachusetts
$29.6M 1,277,195 +1,185,195 +1,288%
EMA
34
Efficient Market Advisors
California
$28.4M 1,225,386 +116,697 +11%
Federated Hermes
35
Federated Hermes
Pennsylvania
$27.3M 1,175,000 +175,000 +18%
AP
36
AHL Partners
United Kingdom
$24.5M 1,056,151 +688,237 +187%
MIG
37
Mariner Investment Group
New York
$23.2M 1,000,000 +1,000,000 New
Neuberger Berman Group
38
Neuberger Berman Group
New York
$21.1M 908,259 – –
DADC
39
D.A. Davidson & Co
Montana
$20.6M 886,331 +225,815 +34%
SEI Investments
40
SEI Investments
Pennsylvania
$18.2M 783,976 +210,435 +37%
Franklin Resources
41
Franklin Resources
California
$17.8M 765,100 – –
Baird Financial Group
42
Baird Financial Group
Wisconsin
$17M 733,923 -48,989 -6%
LPL Financial
43
LPL Financial
California
$16.9M 730,418 -34,370 -4%
BWM
44
Braver Wealth Management
Massachusetts
$16.1M 691,980 +29,659 +4%
SAS
45
Sage Advisory Services
Texas
$15.6M 671,115 +671,115 New
LG
46
Leuthold Group
Minnesota
$14.2M 610,255 +610,255 New
AA
47
Advisory Alpha
Michigan
$14.1M 608,649 +40,327 +7%
GI
48
Gradient Investments
Minnesota
$14.1M 607,233 +117,741 +24%
Jane Street
49
Jane Street
New York
$14.1M 606,853 +606,853 New
FA
50
FDx Advisors
Illinois
$13.6M 583,884 +410,097 +236%
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