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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 %
NR
101
Newfound Research
Massachusetts
$3.3M -$12.7M -584,254 -79%
BCC
102
Bain Capital Credit
Massachusetts
$3.28M – – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$3.14M -$1.07M -48,951 -25%
FAM
104
Foothills Asset Management
Arizona
$3.04M +$65.8K +3,020 +2%
TSS
105
Two Sigma Securities
New York
$3.03M +$1.32M +60,400 +77%
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$2.97M -$18K -825 -0.6%
HNB
107
Huntington National Bank
Ohio
$2.96M -$3.19M – –
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$2.76M +$8.89K +408 +0.3%
EIG
109
Ellenbecker Investment Group
Wisconsin
$2.74M -$76.1K -3,492 -3%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$2.66M -$1.37M -63,033 -34%
RTS
111
Round Table Services
New Jersey
$2.57M -$1.31M -60,017 -34%
VCM
112
Virtue Capital Management
Tennessee
$2.55M +$38K +1,743 +2%
WCM
113
Weatherstone Capital Management
Colorado
$2.54M +$641K +27,654 +34%
DWM
114
Destination Wealth Management
California
$2.39M -$1.36M -62,678 -36%
BFC
115
Blue Fin Capital
Rhode Island
$2.26M -$295K -13,552 -12%
COI
116
Capital One Investing
Virginia
$2.08M +$2.08M +95,428 New
ELI
117
Empire Life Investments
Ontario, Canada
$2.04M – – –
HighTower Advisors
118
HighTower Advisors
Illinois
$2.02M -$1.72M -79,234 -46%
PA
119
Perennial Advisors
New York
$2M -$590K -27,104 -23%
Kovitz Investment Group Partners
120
Kovitz Investment Group Partners
Illinois
$1.99M +$1.99M +91,186 New
CWM
121
Cordatus Wealth Management
Pennsylvania
$1.98M +$1.98M +90,823 New
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$1.9M -$6.78K -311 -0.4%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$1.87M -$319K -14,654 -15%
CFGF
124
Compass Financial Group (Florida)
Florida
$1.83M -$1.44M -66,239 -44%
CP
125
Cumberland Partners
Ontario, Canada
$1.83M -$1.52M -70,000 -46%
3 4
5
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