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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 %
Nomura Holdings
76
Nomura Holdings
Japan
$4.9M +$4.9M +225,000 New
MHP
77
Manatuck Hill Partners
Connecticut
$4.84M +$4.84M +222,000 New
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$4.82M +$4.82M +221,052 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$4.72M -$5.95M -273,239 -56%
AWM
80
AE Wealth Management
Kansas
$4.58M +$133K +6,109 +3%
FTS
81
Fifth Third Securities
Ohio
$4.58M +$252K +11,556 +6%
SI
82
Stephens Inc
Arkansas
$4.5M -$4.05M -185,868 -47%
BTS
83
BB&T Securities
Virginia
$4.48M -$10.6M -484,714 -70%
WTB
84
Washington Trust Bank
Washington
$4.46M +$4.46M +204,748 New
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$4.4M -$827K -37,991 -16%
AC
86
Athanor Capital
New York
$4.36M +$4.36M +200,000 New
VA
87
Valmark Advisers
Ohio
$4.33M -$257K -11,797 -6%
BDS
88
Banco de Sabadell
Florida
$4.21M -$4.03M -185,001 -49%
Fiera Capital (Canada)
89
Fiera Capital (Canada)
Quebec, Canada
$4.13M -$28.7M -1,318,419 -87%
CAN
90
Cetera Advisor Networks
California
$4.1M +$2.93M +134,462 +250%
NYLIM
91
New York Life Investment Management
New York
$4.04M +$4.04M +185,510 New
Parallax Volatility Advisers
92
Parallax Volatility Advisers
California
$3.77M +$3.77M +173,263 +17,326,300%
SBWM
93
Sunflower Bank Wealth Management
Arizona
$3.72M -$26.9K -1,235 -0.7%
GAM
94
Gemmer Asset Management
California
$3.56M +$109K +4,984 +3%
Comerica Bank
95
Comerica Bank
Texas
$3.55M +$2.09M +93,358 +144%
KI
96
Koch Industries
Kansas
$3.54M – – –
AIA
97
Angeles Investment Advisors
California
$3.41M +$3.41M +156,675 New
CRC
98
Curi RMB Capital
Illinois
$3.38M +$3.38M +155,148 New
MMA
99
Miracle Mile Advisors
California
$3.35M +$1.91M +87,747 +133%
First Trust Advisors
100
First Trust Advisors
Illinois
$3.32M +$267K +12,269 +9%
2 3
4
5 6