BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

398 hedge funds and large institutions have $5.25B invested in Invesco Senior Loan ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 132 increasing their positions, 150 reducing their positions, and 32 closing their positions.

Holders
398
Holders Change
+33
Holders Change %
+9.04%
% of All Funds
9.04%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.68%
New
66
Increased
132
Reduced
150
Closed
32
Calls
$845K
Puts
$61.7M
Net Calls
-$60.9M
Net Calls Change
-$30.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$124M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$265M
3
Franklin Resources
3
Franklin Resources
California
$126M
4
CI
4
Conning Inc
Connecticut
$25.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$202M

Top Sellers

1
Citigroup
1
Citigroup
New York
$67.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$184M
3
QI
3
QS Investors
New York
$2.58M
4
O
4
OppenheimerFunds
New York
$0
5
VA
5
Valmark Advisers
Ohio
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
26
Beacon Investment Advisory Services
New Jersey
$52.7M -$38.5M -1,669,311 -42%
GC
27
Grimes & Company
Massachusetts
$51.9M +$2.69M +116,811 +5%
IA
28
IndexIQ Advisors
New York
$47.5M -$8.2M -355,790 -15%
Financial Engines Advisors
29
Financial Engines Advisors
California
$47.3M +$6.63M +287,642 +16%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$45.8M -$21.6M -936,939 -32%
LPL Financial
31
LPL Financial
California
$42.7M +$4.18M +181,289 +11%
BCC
32
Bain Capital Credit
Massachusetts
$41M +$7.02M +304,661 +21%
DADC
33
D.A. Davidson & Co
Montana
$39.2M +$2.94M +127,418 +8%
BlackRock
34
BlackRock
New York
$37.9M – – –
GC
35
Guggenheim Capital
Illinois
$37.7M +$978K +42,447 +3%
BCI
36
Brinker Capital Investments
Pennsylvania
$37.5M +$1.31M +56,756 +4%
AP
37
AHL Partners
United Kingdom
$36.9M +$7.23M +313,955 +24%
CAI
38
Capital Advisors Inc
Oklahoma
$36.8M +$72.2K +3,132 +0.2%
SEI Investments
39
SEI Investments
Pennsylvania
$32.7M -$1.99M -86,515 -6%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$32.4M -$3.68M -159,770 -10%
KI
41
Koch Industries
Kansas
$26M – – –
SB
42
Suntrust Banks
Georgia
$25.5M -$1.07M -46,458 -4%
CI
43
Conning Inc
Connecticut
$25.1M +$25.1M +1,089,950 New
BWA
44
BlueSky Wealth Advisors
North Carolina
$21.6M +$690K +29,934 +3%
CS
45
Credit Suisse
Switzerland
$20.7M +$1.4M +60,618 +7%
Fidelity International
46
Fidelity International
Bermuda
$18.4M +$5.61M +243,519 +44%
MIS
47
Morningstar Investment Services
Illinois
$18.4M +$1.63M +70,608 +10%
TNBTD
48
Trustmark National Bank Trust Department
Mississippi
$18.3M +$338K +14,682 +2%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$15.6M -$4.42M -191,777 -22%
NR
50
Newfound Research
Massachusetts
$15.6M +$251K +10,893 +2%
1
2
3 4 5