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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

398 hedge funds and large institutions have $5.25B invested in Invesco Senior Loan ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 132 increasing their positions, 150 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+33
Holders Change %
+9.04%
% of All Funds
9.04%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.68%
New
66
Increased
132
Reduced
150
Closed
32
Calls
$845K
Puts
$61.7M
Net Calls
-$60.9M
Net Calls Change
-$30.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$124M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$265M
3
Franklin Resources
3
Franklin Resources
California
$126M
4
CI
4
Conning Inc
Connecticut
$25.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$202M

Top Sellers

1
Citigroup
1
Citigroup
New York
$67.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$184M
3
QI
3
QS Investors
New York
$2.58M
4
O
4
OppenheimerFunds
New York
$0
5
VA
5
Valmark Advisers
Ohio
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
126
Foothills Asset Management
Arizona
$3.01M +$2.32M +100,740 +338%
SHA
127
Seneca House Advisors
Virginia
$2.98M +$2.98M +129,235 New
RTS
128
Round Table Services
New Jersey
$2.98M +$1.91M +82,985 +180%
BDS
129
Banco de Sabadell
Florida
$2.96M +$2.96M +128,283 New
GCA
130
Greenwood Capital Associates
South Carolina
$2.87M +$68.2K +2,960 +2%
EIG
131
Ellenbecker Investment Group
Wisconsin
$2.86M +$2.86M +124,094 New
KWM
132
Kingsview Wealth Management
Oregon
$2.72M +$238K +10,337 +10%
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$2.72M +$2.72M +117,910 New
PA
134
Perennial Advisors
New York
$2.7M -$216K -9,356 -7%
QA
135
Quantitative Advantage
Minnesota
$2.63M +$61.4K +2,666 +2%
PCM
136
Prelude Capital Management
New York
$2.61M +$11.5K +500 +0.4%
QI
137
QS Investors
New York
$2.58M -$144M -6,256,815 -98%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$2.58M -$12M -521,039 -82%
FAIM
139
Financial Advocates Investment Management
Washington
$2.52M +$2.52M +109,526 New
PAG
140
Private Advisor Group
New Jersey
$2.49M -$1.19M -51,729 -32%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$2.36M +$192K +8,320 +9%
TSS
142
Two Sigma Securities
New York
$2.29M +$1.75M +76,085 +327%
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
$2.24M +$10.3K +450 +0.5%
First Trust Advisors
144
First Trust Advisors
Illinois
$2.23M -$16.8K -728 -0.7%
OIA
145
Optimum Investment Advisors
Illinois
$2.23M -$28.8K -1,250 -1%
SHIM
146
Stone House Investment Management
Pennsylvania
$2.21M -$26.4K -1,145 -1%
FWM
147
FFT Wealth Management
Pennsylvania
$2.2M -$1.95M -84,841 -47%
AC
148
Alexandria Capital
Virginia
$2.17M +$2.17M +94,270 New
AAMU
149
Amundi Asset Management US
Massachusetts
$2.12M – – –
MC
150
Muzinich & Co
New York
$2.11M -$5.68M -246,641 -73%
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