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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

378 hedge funds and large institutions have $4.27B invested in Invesco Senior Loan ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 90 increasing their positions, 157 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-17
Holders Change %
-4.3%
% of All Funds
8.44%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.45%
New
83
Increased
90
Reduced
157
Closed
93
Calls
$45M
Puts
$494M
Net Calls
-$449M
Net Calls Change
-$413M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$216M
2
IA
2
IndexIQ Advisors
New York
$127M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$150M
4
AssetMark Inc
4
AssetMark Inc
California
$44.1M
5
Bank of America
5
Bank of America
North Carolina
$179M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
AB
2
Aozora Bank
Japan
$205M
3
Goldman Sachs
3
Goldman Sachs
New York
$188M
4
CSIA
4
Charles Schwab Investment Advisory
California
$227M
5
GC
5
Grimes & Company
Massachusetts
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
51
Dakota Wealth Management
Florida
$11.7M – – –
CFA
52
Camarda Financial Advisors
Florida
$11.6M -$134K -6,154 -1%
Mariner
53
Mariner
Kansas
$11.3M +$743K +34,093 +7%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$11M +$10.9M +501,685 +16,183%
RWM
55
Rezny Wealth Management
Florida
$10.3M -$140K -6,408 -1%
DFG
56
Delphi Financial Group
Delaware
$9.55M +$2.62M +120,300 +38%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$8.99M +$1.61M +73,825 +22%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$8.85M +$822K +37,747 +10%
MML Investors Services
59
MML Investors Services
Massachusetts
$8.44M +$540K +24,785 +7%
SAS
60
Stelac Advisory Services
New York
$7.68M -$638K -29,552 -8%
SS
61
Simplicity Solutions
Minnesota
$7.47M +$7.47M +342,860 New
BAAM
62
Baker Avenue Asset Management
California
$7.41M -$280K -12,849 -4%
RJA
63
Raymond James & Associates
Florida
$7.4M -$540K -24,792 -7%
Stifel Financial
64
Stifel Financial
Missouri
$6.65M +$127K +5,828 +2%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$6.61M +$2.09M +96,092 +46%
KDAM
66
KLS Diversified Asset Management
New York
$6.53M – – –
SC
67
Scotia Capital
Ontario, Canada
$6.35M +$269K +12,331 +4%
RCM
68
Redwood Capital Management
New York
$6.31M +$6.31M +289,619 New
CBB
69
Citizens Business Bank
California
$6.25M -$185K -8,494 -3%
PFM
70
Peak Financial Management
Massachusetts
$5.99M -$623K -28,582 -9%
ACM
71
Aviance Capital Management
Florida
$5.67M -$498K -22,887 -8%
HW
72
Hancock Whitney
Mississippi
$5.31M +$1.54M +70,732 +41%
OMC
73
Old Mission Capital
Illinois
$5.27M +$4.86M +223,045 +1,171%
CS
74
Credit Suisse
Switzerland
$5.12M +$2.53M +116,200 +98%
KWM
75
Kingsview Wealth Management
Oregon
$5.1M +$1.2M +54,880 +31%
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