BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

274 hedge funds and large institutions have $3.09B invested in Invesco Senior Loan ETF in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 21 closing their positions.

Holders
274
Holders Change
+14
Holders Change %
+5.38%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.43%
New
38
Increased
94
Reduced
106
Closed
21
Calls
$271K
Puts
$21M
Net Calls
-$20.7M
Net Calls Change
+$4.09M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$265M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$87.6M
3
Citigroup
3
Citigroup
New York
$73.6M
4
SAM
4
Symphony Asset Management
California
$29.9M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$159M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$43.8M
2
BIT
2
BlackRock Institutional Trust
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$124M
4
CS
4
Credit Suisse
Switzerland
$12.9M
5
LPL Financial
5
LPL Financial
California
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MIH
51
Madison Investment Holdings
Wisconsin
$9.46M 411,863 +336,713 +448%
UCFA
52
United Capital Financial Advisors
Texas
$8.73M 379,593 -83,112 -18%
AP
53
AHL Partners
United Kingdom
$8.45M 367,914 +325,267 +763%
PI
54
PineBridge Investments
New York
$7.72M 336,275 -55,800 -14%
MIS
55
Morningstar Investment Services
Illinois
$7.11M 309,537 +19,407 +7%
BWAM
56
Boyd Watterson Asset Management
Ohio
$7.05M 306,773 +2,944 +1%
RWM
57
Rezny Wealth Management
Florida
$6.61M 290,996 – –
DWM
58
Dakota Wealth Management
Florida
$6.28M 273,374 +7,164 +3%
RJA
59
Raymond James & Associates
Florida
$6.15M 267,802 -18,507 -6%
O
60
OppenheimerFunds
New York
$5.9M 256,905 -7,610 -3%
CTB
61
Country Trust Bank
Illinois
$5.69M 247,779 -5,417 -2%
CCA
62
Clearwater Capital Advisors
Illinois
$5.58M 242,746 +242,746 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$5.34M 232,349 -8,000 -3%
DCM
64
DeGreen Capital Management
Arizona
$5.29M 230,127 +31,683 +16%
First Trust Advisors
65
First Trust Advisors
Illinois
$5.07M 220,862 -28,958 -12%
BCMO
66
Buckingham Capital Management (Ohio)
Ohio
$4.97M 216,245 -181,544 -46%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$4.96M 215,977 -33,723 -14%
GP
68
Geneva Partners
Wisconsin
$4.74M 204,694 +204,694 New
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$4.65M 202,415 -18,813 -9%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$4.56M 197,262 +197,262 New
HH
71
Hilltop Holdings
Texas
$4.44M 193,375 -42,887 -18%
FWM
72
FFT Wealth Management
Pennsylvania
$4.41M 191,939 -6,312 -3%
Stifel Financial
73
Stifel Financial
Missouri
$4.25M 184,819 +16,475 +10%
AUIM
74
Aegon USA Investment Management
Iowa
– – – –
SAS
75
Stelac Advisory Services
New York
$4.2M 182,780 +14,023 +8%
1 2
3
4 5