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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 Market Value Shares Shares
Change 		Shares
Change %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$7.74M 331,094 +75,539 +30%
FIM
77
Freedom Investment Management
Connecticut
$7.67M 328,473 +328,473 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$7.44M 321,441 +116,180 +57%
ARCT
79
Anne Ray Charitable Trust
Minnesota
$7.32M 313,270 -203,382 -39%
DCM
80
DeGreen Capital Management
Arizona
$7.19M 307,804 +31,205 +11%
AG
81
Advisor Group
Arizona
$6.97M 298,389 +153,633 +106%
TAT
82
TD Ameritrade Trust
Colorado
$6.93M 296,671 +2,442 +0.8%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$6.92M 296,224 +27,683 +10%
BCM
84
Brookstone Capital Management
Illinois
$6.81M 291,687 -220,800 -43%
BWAM
85
Boyd Watterson Asset Management
Ohio
$6.81M 291,308 -28,038 -9%
Fiera Capital (Canada)
86
Fiera Capital (Canada)
Quebec, Canada
$6.51M 278,799 +39,114 +16%
SWP
87
Stratos Wealth Partners
Ohio
$6.47M 277,106 +72,280 +35%
CCA
88
Clearwater Capital Advisors
Illinois
$6.35M 271,302 +9,260 +4%
Stifel Financial
89
Stifel Financial
Missouri
$6.32M 270,578 +44,856 +20%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$6.32M 270,345 +20,637 +8%
BSB
91
Bangor Savings Bank
Maine
$6.25M 267,679 +244,188 +1,039%
BA
92
Boston Advisors
Massachusetts
$6M 256,804 +256,804 New
CTB
93
Country Trust Bank
Illinois
$5.96M 255,029 +7,261 +3%
AIP
94
Almanack Investment Partners
Pennsylvania
$5.96M 254,929 +254,929 New
BWM
95
Braver Wealth Management
Massachusetts
$5.88M 251,537 -440,443 -64%
FF
96
Friedenthal Financial
New Jersey
$5.7M 244,097 +231,129 +1,782%
Financial Engines Advisors
97
Financial Engines Advisors
California
$5.7M 243,989 +243,989 New
BAAM
98
Baker Avenue Asset Management
California
$5.63M 241,144 +241,144 New
Comerica Bank
99
Comerica Bank
Texas
$5.55M 237,378 +158,194 +200%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$5.42M 231,955 +27,600 +14%
2 3
4
5 6