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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

386 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2017 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+37
Holders Change %
+10.6%
% of All Funds
9.62%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.8%
New
73
Increased
168
Reduced
106
Closed
31
Calls
$421K
Puts
$44.1M
Net Calls
-$43.7M
Net Calls Change
-$1.41M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$93M
2
Ameriprise
2
Ameriprise
Minnesota
$136M
3
Citigroup
3
Citigroup
New York
$228M
4
AB
4
Aozora Bank
Japan
$335M
5
BC
5
Brookfield Corp
Ontario, Canada
$49.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$83.1M
2
WAMC
2
Western Asset Management Company
California
$106M
3
BlackRock
3
BlackRock
New York
$38.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$200M
5
MIH
5
Madison Investment Holdings
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
51
Sage Advisory Services
Texas
$18M +$2.74M +117,832 +18%
SWP
52
Stratos Wealth Partners
Ohio
$17.9M +$11.5M +493,844 +178%
FA
53
FDx Advisors
Illinois
$17.4M +$3.53M +151,906 +26%
TNBTD
54
Trustmark National Bank Trust Department
Mississippi
$17M +$6.92M +297,297 +69%
RWP
55
RWA Wealth Partners
Massachusetts
$16.4M +$16.4M +703,272 New
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$16.3M +$16.3M +700,000 New
PFG
57
Piershale Financial Group
Illinois
$16M +$16M +685,759 New
Baird Financial Group
58
Baird Financial Group
Wisconsin
$15.5M -$493K -21,202 -3%
CS
59
Credit Suisse
Switzerland
$14.9M -$1.48M -63,727 -9%
BCM
60
Brookstone Capital Management
Illinois
$14.6M +$7.83M +336,519 +115%
AA
61
Advisory Alpha
Michigan
$14.5M +$1.55M +66,537 +12%
AP
62
AHL Partners
United Kingdom
$14.3M -$8.48M -364,737 -37%
VAM
63
Verity Asset Management
North Carolina
$14.2M +$14.2M +610,213 New
NR
64
Newfound Research
Massachusetts
$13.9M +$2.47M +106,219 +22%
MIS
65
Morningstar Investment Services
Illinois
$13.5M +$5.47M +235,138 +68%
LG
66
Leuthold Group
Minnesota
$13.4M +$21K +902 +0.2%
WCM
67
Windham Capital Management
Massachusetts
$13.3M -$11.3M -487,433 -46%
RJA
68
Raymond James & Associates
Florida
$13.1M +$1.06M +45,448 +9%
JCM
69
Janney Capital Management
Pennsylvania
$12.1M +$953K +40,981 +9%
Financial Engines Advisors
70
Financial Engines Advisors
California
$12.1M +$6.39M +274,681 +113%
US Bancorp
71
US Bancorp
Minnesota
$12M +$868K +37,322 +8%
UIC
72
Uniplan Investment Counsel
Wisconsin
$11.9M -$524K -22,535 -4%
BCM
73
Bluefin Capital Management
New York
$11.6M +$10.4M +448,005 +862%
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$11.6M +$5.11M +219,725 +79%
AUIM
75
Aegon USA Investment Management
Iowa
$10.4M -$5.36M – –
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