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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 %
AUIM
101
Aegon USA Investment Management
Iowa
– – – –
RJFSA
102
Raymond James Financial Services Advisors
Florida
$5.32M 227,884 +68,249 +43%
EC
103
Estate Counselors
Wisconsin
$5.19M 222,150 +206,250 +1,297%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$5.12M 219,199 +1,645 +0.8%
MACF
105
Margaret A Cargill Foundation
Minnesota
$5.03M 215,246 +215,246 New
Mariner
106
Mariner
Kansas
$5.01M 214,341 +2,309 +1%
SB
107
Suntrust Banks
Georgia
$4.61M 197,229 +61,015 +45%
SAS
108
Stelac Advisory Services
New York
$4.57M 195,618 +40,843 +26%
HNB
109
Huntington National Bank
Ohio
$4.54M 44,679 -8,213 -16%
1832 Asset Management
110
1832 Asset Management
Ontario, Canada
$4.48M 194,524 +97,262 +100%
Fidelity International
111
Fidelity International
Bermuda
$4.45M 190,631 +33,115 +21%
FHA
112
First Horizon Advisors
Tennessee
$3.95M 170,199 – –
NMC
113
Nine Masts Capital
Hong Kong
$3.94M 168,816 +68,816 +69%
NEAM
114
New England Asset Management
Connecticut
$3.93M 168,150 -246,600 -59%
ARF
115
Akaloa Resource Foundation
Minnesota
$3.84M 164,177 +1,644 +1%
First Trust Advisors
116
First Trust Advisors
Illinois
$3.65M 156,375 -10,386 -6%
UB
117
UMB Bank
Missouri
$3.64M 155,945 +11,294 +8%
HIM
118
Hillsdale Investment Management
Ontario, Canada
$3.6M 154,050 – –
HighTower Advisors
119
HighTower Advisors
Illinois
$3.53M 150,984 +2,313 +2%
NPGCU
120
Napier Park Global Capital (US)
New York
$3.5M 150,000 +150,000 New
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$3.44M 147,047 +46,982 +47%
BCMO
122
Buckingham Capital Management (Ohio)
Ohio
$3.34M 143,143 +2,710 +2%
VIA
123
Virtus Investment Advisers
Connecticut
$3.25M 139,125 +139,125 New
BC
124
Barnett & Company
Tennessee
$3.07M 131,476 +34,985 +36%
ECM
125
ETrade Capital Management
Virginia
$3.06M 130,947 -4,892 -4%
3 4
5
6 7