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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 Holding Trade Value Shares
Change 		Shares
Change %
SAS
51
Sage Advisory Services
Texas
$15.3M -$364K -15,608 -2%
UCFA
52
United Capital Financial Advisors
Texas
$15.2M +$11.4M +488,169 +302%
FA
53
FDx Advisors
Illinois
$13.9M +$258K +11,040 +2%
GI
54
Gradient Investments
Minnesota
$13.8M -$394K -16,852 -3%
LG
55
Leuthold Group
Minnesota
$13.4M -$815K -34,892 -6%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$13.2M -$17.4M -743,307 -57%
AA
57
Advisory Alpha
Michigan
$13M -$1.19M -51,252 -8%
PCM
58
Price Capital Management
Louisiana
$12.6M +$12.6M +538,915 New
UIC
59
Uniplan Investment Counsel
Wisconsin
$12.5M -$671K -28,732 -5%
FT
60
Fiduciary Trust
Massachusetts
$12.4M +$12.4M +532,042 New
CIM
61
Chiron Investment Management
New York
$12.4M +$12.4M +530,200 New
RJA
62
Raymond James & Associates
Florida
$12.1M +$1.39M +59,311 +13%
NR
63
Newfound Research
Massachusetts
$11.5M +$5.8M +248,351 +102%
US Bancorp
64
US Bancorp
Minnesota
$11.2M +$10.9M +467,997 +3,691%
JCM
65
Janney Capital Management
Pennsylvania
$11.2M -$701K -30,011 -6%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$10.1M +$9.9M +423,912 +4,710%
PP
67
PagnatoKarp Partners
Virginia
$9.77M +$9.77M +418,366 New
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$8.84M -$990K -42,391 -10%
BPB
69
Badgley, Phelps & Bell
Washington
$8.68M +$4.35M +186,364 +101%
DWM
70
Dakota Wealth Management
Florida
$8.52M +$2.09M +89,411 +33%
WF
71
Welch & Forbes
Massachusetts
$8.4M -$1.24M -53,287 -13%
RWM
72
Rezny Wealth Management
Florida
$8.32M +$1.63M +69,726 +24%
FWM
73
FFT Wealth Management
Pennsylvania
$8.12M +$3.67M +157,199 +83%
MIS
74
Morningstar Investment Services
Illinois
$8.02M +$575K +24,633 +8%
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
$7.82M +$2.68M +114,533 +52%
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