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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

395 hedge funds and large institutions have $5.57B invested in Invesco Senior Loan ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+9
Holders Change %
+2.33%
% of All Funds
9.05%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.69%
New
49
Increased
133
Reduced
152
Closed
40
Calls
$422K
Puts
$36.4M
Net Calls
-$36M
Net Calls Change
-$28.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$135M
2
Ameriprise
2
Ameriprise
Minnesota
$722M
3
SAM
3
Symphony Asset Management
California
$47.3M
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$35M
5
Bank of America
5
Bank of America
North Carolina
$164M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$116M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$53.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$307M
4
KI
4
Koch Industries
Kansas
$4.5M
5
WCM
5
Windham Capital Management
Massachusetts
$537K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$4.29M -$91.8K -3,962 -2%
GP
102
Geneva Partners
Wisconsin
$4.19M -$427K -18,422 -9%
KWM
103
Kingsview Wealth Management
Oregon
$4.15M +$490K +21,133 +13%
RTS
104
Round Table Services
New Jersey
$4.13M +$43.2K +1,864 +1%
HW
105
Hancock Whitney
Mississippi
$4.01M +$2.4M +103,482 +148%
DWM
106
Destination Wealth Management
California
$4M +$226K +9,763 +6%
HighTower Advisors
107
HighTower Advisors
Illinois
$3.99M -$193K -8,333 -5%
SBWM
108
Sunflower Bank Wealth Management
Arizona
$3.98M -$190K -8,200 -5%
SAM
109
Silphium Asset Management
United Kingdom
$3.78M +$3.78M +163,000 New
GAM
110
Gemmer Asset Management
California
$3.67M +$274K +11,812 +8%
BWAM
111
Boyd Watterson Asset Management
Ohio
$3.66M -$745K -32,135 -17%
CP
112
Cumberland Partners
Ontario, Canada
$3.56M +$3.56M +153,800 New
DF
113
Donoghue Forlines
Massachusetts
$3.55M -$89K -3,840 -2%
BCC
114
Bain Capital Credit
Massachusetts
$3.49M -$8.09M -349,300 -70%
CFGF
115
Compass Financial Group (Florida)
Florida
$3.48M +$8.76K +378 +0.3%
AP
116
Advisors Preferred
Maryland
$3.41M +$3.41M +147,053 New
GCA
117
Greenwood Capital Associates
South Carolina
$3.3M -$10.4K -448 -0.3%
First Trust Advisors
118
First Trust Advisors
Illinois
$3.24M +$1.05M +45,223 +48%
AssetMark Inc
119
AssetMark Inc
California
$3.24M -$2.66M -114,808 -45%
HNB
120
Huntington National Bank
Ohio
$3.19M -$3.26M – –
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$3.18M +$211K +9,110 +7%
FAM
122
Foothills Asset Management
Arizona
$3.17M -$152K -6,569 -5%
EIG
123
Ellenbecker Investment Group
Wisconsin
$3M -$107K -4,612 -3%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$2.93M +$199K +8,604 +7%
UB
125
UMB Bank
Missouri
$2.82M -$185K -7,989 -6%
3 4
5
6 7