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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

373 hedge funds and large institutions have $4.67B invested in Invesco Senior Loan ETF in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 128 increasing their positions, 133 reducing their positions, and 34 closing their positions.

Holders
373
Holders Change
+32
Holders Change %
+9.38%
% of All Funds
7.37%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.32%
New
73
Increased
128
Reduced
133
Closed
34
Calls
$32.9M
Puts
$435M
Net Calls
-$402M
Net Calls Change
-$6.65M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$86.9M
2
Barclays
2
Barclays
United Kingdom
$90.7M
3
BCC
3
Bain Capital Credit
Massachusetts
$197M
4
WAMC
4
Western Asset Management Company
California
$96.8M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$49.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$150M
2
Citigroup
2
Citigroup
New York
$25.3M
3
Franklin Resources
3
Franklin Resources
California
$53.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$106M
5
Ameriprise
5
Ameriprise
Minnesota
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
101
Destination Wealth Management
California
$3.07M +$40.7K +1,784 +1%
CFD
102
Creative Financial Designs
Indiana
$3.01M +$188K +8,228 +7%
DFG
103
Delphi Financial Group
Delaware
$2.97M -$5M -218,900 -63%
Royal London Asset Management
104
Royal London Asset Management
United Kingdom
$2.97M – – –
KWM
105
Kingsview Wealth Management
Oregon
$2.95M -$2.47M -108,248 -46%
GC
106
Grimes & Company
Massachusetts
$2.9M +$1.57M +68,879 +118%
PAM
107
Panagora Asset Management
Massachusetts
$2.87M +$81.7K +3,579 +3%
PAG
108
Private Advisor Group
New Jersey
$2.84M -$345K -15,107 -11%
Stifel Financial
109
Stifel Financial
Missouri
$2.84M -$215K -9,382 -7%
CWM
110
Cordatus Wealth Management
Pennsylvania
$2.74M +$2.41M +105,450 +712%
IWS
111
Insight Wealth Strategies
California
$2.72M +$2.41M +105,396 +775%
Mitsubishi UFJ Asset Management
112
Mitsubishi UFJ Asset Management
Japan
$2.7M -$348K -15,200 -11%
SBL
113
Sargent Bickham Lagudis
Colorado
$2.69M +$2.69M +117,967 New
UB
114
UMB Bank
Missouri
$2.66M +$3.2K +140 +0.1%
Sumitomo Mitsui Trust Group
115
Sumitomo Mitsui Trust Group
Japan
$2.58M +$2.04M +89,749 +381%
SAS
116
Stelac Advisory Services
New York
$2.57M -$34.2K -1,557 -1%
CST
117
Charles Schwab Trust
Nevada
$2.49M -$30.7K -1,345 -1%
DDPIC
118
Deroy & Devereaux Private Investment Counsel
Michigan
$2.41M -$375K -16,450 -13%
HighTower Advisors
119
HighTower Advisors
Illinois
$2.41M +$1.58M +69,353 +189%
RWA
120
Redhawk Wealth Advisors
Minnesota
$2.41M -$462K -20,247 -16%
IAS
121
IMA Advisory Services
Colorado
$2.41M +$44.2K +1,937 +2%
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$2.4M -$345K -15,105 -13%
CFGF
123
Compass Financial Group (Florida)
Florida
$2.15M +$30.3K +1,329 +1%
LFAS
124
Level Four Advisory Services
Texas
$2.13M +$9.52K +94 +0.4%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$2.1M -$91K -3,990 -4%
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5
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