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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

381 hedge funds and large institutions have $5.43B invested in Invesco Senior Loan ETF in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-17
Holders Change %
-4.27%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.8%
New
42
Increased
161
Reduced
137
Closed
56
Calls
$229K
Puts
$4.68M
Net Calls
-$4.45M
Net Calls Change
+$56.4M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$329M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$225M
3
GC
Guggenheim Capital
Illinois
$118M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$320M
5
Bank of America
Bank of America
North Carolina
$181M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$43.2M
2
Franklin Resources
Franklin Resources
California
$68.8M
3
SAM
Symphony Asset Management
California
$0
4
Citigroup
Citigroup
New York
$3.85M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
76
Welch & Forbes
Massachusetts
$6.98M -$203K -8,790 -3%
CBB
77
Citizens Business Bank
California
$6.85M +$408K +17,622 +6%
BC
78
Barnett & Company
Tennessee
$6.76M +$997K +43,122 +17%
BA
79
Boston Advisors
Massachusetts
$6.62M -$169K -7,286 -2%
BAAM
80
Baker Avenue Asset Management
California
$6.45M +$892K +38,565 +16%
RWM
81
Rezny Wealth Management
Florida
$6.44M +$1.51M +65,135 +31%
Renaissance Technologies
82
Renaissance Technologies
New York
$6.33M -$1.57M -68,037 -20%
RJA
83
Raymond James & Associates
Florida
$6.18M -$2.76M -119,141 -31%
AssetMark Inc
84
AssetMark Inc
California
$6.17M +$2.37M +106,761 +62%
PWPCM
85
Perella Weinberg Partners Capital Management
New York
$5.96M +$2.03M +87,686 +52%
BSB
86
Bangor Savings Bank
Maine
$5.93M -$680K -29,387 -10%
GFPC
87
Global Financial Private Capital
Florida
$5.64M +$1.21M +52,094 +27%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$5.5M +$5.5M +237,743 New
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$5.37M -$718K -31,050 -12%
AG
90
Advisor Group
Arizona
$5.34M +$1.03M +44,452 +24%
OAM
91
Occidental Asset Management
California
$5.11M +$122K +5,274 +2%
AB
92
AT Bancorp
Iowa
$5.1M +$3.87M +167,336 +314%
VA
93
Valmark Advisers
Ohio
$5.08M -$92.5K -4,000 -2%
SBWM
94
Sunflower Bank Wealth Management
Arizona
$5.05M -$34.6K -1,496 -0.7%
SC
95
Scotia Capital
Ontario, Canada
$5.03M -$144K -6,231 -3%
FF
96
Friedenthal Financial
New Jersey
$5M +$16.3K +705 +0.3%
AUIM
97
Aegon USA Investment Management
Iowa
$4.93M -$9.46M – –
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$4.82M -$2.61M -112,929 -35%
GP
99
Geneva Partners
Wisconsin
$4.82M +$20.1K +871 +0.4%
BWAM
100
Boyd Watterson Asset Management
Ohio
$4.64M -$70.2K -3,034 -1%
2 3
4
5 6