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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

290 hedge funds and large institutions have $3.9B invested in Invesco Senior Loan ETF in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 138 increasing their positions, 74 reducing their positions, and 19 closing their positions.

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.75%
Holding in Top 10
25
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+56.25%
% of All Funds
0.67%
New
40
Increased
138
Reduced
74
Closed
19
Calls
–
Puts
$20.3M
Net Calls
-$20.3M
Net Calls Change
+$422K

Top Buyers

1
WAMC
1
Western Asset Management Company
California
$235M
2
O
2
OppenheimerFunds
New York
$83.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$195M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$214M
5
MC
5
Muzinich & Co
New York
$37M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$215M
2
CGI
2
CI Global Investments
California
$0
3
FTUS
3
Flow Traders U.S.
New York
$5.84M
4
PI
4
PineBridge Investments
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Fiera Capital (Canada)
76
Fiera Capital (Canada)
Quebec, Canada
$5.56M 239,685 +169,685 +242%
AUIM
77
Aegon USA Investment Management
Iowa
– – – –
Stifel Financial
78
Stifel Financial
Missouri
$5.23M 225,722 +40,903 +22%
Mackenzie Financial
79
Mackenzie Financial
Ontario, Canada
$5.11M 220,097 +185,097 +529%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$5.05M 217,554 +153,856 +242%
Mariner
81
Mariner
Kansas
$4.92M 212,032 +31,278 +17%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$4.77M 205,450 +205,450 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$4.76M 205,261 -10,716 -5%
SWP
84
Stratos Wealth Partners
Ohio
$4.75M 204,826 +106,783 +109%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$4.74M 204,355 -27,994 -12%
HNB
86
Huntington National Bank
Ohio
$4.61M 52,892 +52,892 New
FWM
87
FFT Wealth Management
Pennsylvania
$4.42M 190,456 -1,483 -0.8%
BPB
88
Badgley, Phelps & Bell
Washington
$4.3M 185,127 +185,127 New
FHA
89
First Horizon Advisors
Tennessee
$3.95M 170,199 +168,999 +14,083%
First Trust Advisors
90
First Trust Advisors
Illinois
$3.87M 166,761 -54,101 -24%
ARF
91
Akaloa Resource Foundation
Minnesota
$3.77M 162,533 +6,709 +4%
UCFA
92
United Capital Financial Advisors
Texas
$3.75M 161,749 -217,844 -57%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$3.71M 159,635 +46,257 +41%
AWM
94
Arbor Wealth Management
Florida
$3.68M 159,194 +21,682 +16%
Fidelity International
95
Fidelity International
Bermuda
$3.66M 157,516 +17,720 +13%
SAS
96
Stelac Advisory Services
New York
$3.59M 154,775 -28,005 -15%
HIM
97
Hillsdale Investment Management
Ontario, Canada
$3.58M 154,050 +17,400 +13%
HighTower Advisors
98
HighTower Advisors
Illinois
$3.45M 148,671 +100,883 +211%
OAM
99
Occidental Asset Management
California
$3.44M 148,382 +6,546 +5%
AG
100
Advisor Group
Arizona
$3.36M 144,756 +21,237 +17%
2 3
4
5 6