BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

349 hedge funds and large institutions have $5.48B invested in Invesco Senior Loan ETF in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 138 increasing their positions, 100 reducing their positions, and 23 closing their positions.

Holders
349
Holders Change
+59
Holders Change %
+20.34%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.88%
New
86
Increased
138
Reduced
100
Closed
23
Calls
$908K
Puts
$43.2M
Net Calls
-$42.3M
Net Calls Change
-$22M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$401M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$182M
3
CSIA
3
Charles Schwab Investment Advisory
California
$181M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$279M
5
Invesco
5
Invesco
Georgia
$141M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$17.8M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$2.15M
3
MIG
3
Mariner Investment Group
New York
$0
4
IA
4
IndexIQ Advisors
New York
$30.6M
5
WAMC
5
Western Asset Management Company
California
$217M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$58.8M 2,517,842 -6,827 -0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$58.2M 2,490,057 +580,535 +30%
ACM
28
Aviance Capital Management
Florida
$57.2M 2,448,457 +138,892 +6%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$51.5M 2,203,510 +1,295,251 +143%
Ameriprise
30
Ameriprise
Minnesota
$46.4M 2,001,793 -28,766 -1%
BCI
31
Brinker Capital Investments
Pennsylvania
$44.7M 1,911,970 +228,780 +14%
GC
32
Grimes & Company
Massachusetts
$42.9M 1,836,799 +1,836,799 New
MIH
33
Madison Investment Holdings
Wisconsin
$35.4M 1,513,429 -128,214 -8%
GC
34
Guggenheim Capital
Illinois
$32.8M 1,405,864 +99,821 +8%
CAI
35
Capital Advisors Inc
Oklahoma
$32.8M 1,402,677 +1,402,677 New
UOC
36
UBS O'Connor
Illinois
$31.3M 1,342,000 +1,342,000 New
Federated Hermes
37
Federated Hermes
Pennsylvania
$31M 1,325,000 +150,000 +13%
IA
38
IndexIQ Advisors
New York
$30.6M 1,309,919 -879,344 -40%
EMA
39
Efficient Market Advisors
California
$29.7M 1,272,223 +46,837 +4%
LPL Financial
40
LPL Financial
California
$27.4M 1,172,887 +442,469 +61%
WCM
41
Windham Capital Management
Massachusetts
$24.7M 1,058,043 -663,583 -39%
DADC
42
D.A. Davidson & Co
Montana
$23.9M 1,021,254 +134,923 +15%
AP
43
AHL Partners
United Kingdom
$22.9M 979,704 -76,447 -7%
BWA
44
BlueSky Wealth Advisors
North Carolina
$18.5M 791,237 +791,237 New
VM
45
Value Monitoring
California
$18.5M 790,614 +790,614 New
SEI Investments
46
SEI Investments
Pennsylvania
$18.3M 783,613 -363 -0%
AssetMark Inc
47
AssetMark Inc
California
$17.8M 760,982 -1,339,830 -64%
FTUS
48
Flow Traders U.S.
New York
$17.4M 746,507 +495,060 +197%
CS
49
Credit Suisse
Switzerland
$16.4M 703,116 +141,061 +25%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$16M 686,297 -47,626 -6%
1
2
3 4 5