BKLN icon

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$53.3M
3
Goldman Sachs
Goldman Sachs
New York
$307M
4
KI
Koch Industries
Kansas
$4.5M
5
WCM
Windham Capital Management
Massachusetts
$537K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Perennial Advisors
New York
$2.76M -$10.8K -466 -0.4%
CS
127
Credit Suisse
Switzerland
$2.75M -$7.76M -334,659 -74%
BCM
128
Brookstone Capital Management
Illinois
$2.75M -$971K -41,884 -26%
WF
129
Welch & Forbes
Massachusetts
$2.72M -$153K -6,600 -5%
BFC
130
Blue Fin Capital
Rhode Island
$2.72M +$43.6K +1,884 +2%
SCM
131
Sandler Capital Management
New York
$2.69M – – –
VCM
132
Virtue Capital Management
Tennessee
$2.68M +$297K +12,808 +12%
ACG
133
Allen Capital Group
Nebraska
$2.54M +$49.7K +2,145 +2%
CCM
134
Crabel Capital Management
California
$2.41M +$400K +17,276 +20%
APA
135
American Portfolios Advisors
New York
$2.35M +$1.03M +44,497 +78%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$2.33M +$219K +9,442 +10%
KC
137
KHP Capital
Oklahoma
$2.29M +$90.7K +3,914 +4%
ACM
138
AlphaStar Capital Management
North Carolina
$2.27M -$649K -27,993 -22%
AC
139
AFAM Capital
Texas
$2.25M +$275K +11,865 +14%
OIA
140
Optimum Investment Advisors
Illinois
$2.25M – – –
QA
141
Quantitative Advantage
Minnesota
$2.22M -$427K -18,412 -16%
ELI
142
Empire Life Investments
Ontario, Canada
$2.17M +$134K +5,800 +7%
FA
143
Forefront Analytics
Pennsylvania
$2.17M +$93.5K +4,025 +4%
AAMU
144
Amundi Asset Management US
Massachusetts
$2.13M +$2.13M +92,000 New
SPC
145
Sigma Planning Corp
Michigan
$2.06M -$192K -8,285 -9%
SHIM
146
Stone House Investment Management
Pennsylvania
$2.05M -$108K -4,654 -5%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$2.02M +$32K +1,379 +2%
OAM
148
Occidental Asset Management
California
$2.02M -$2.67M -115,442 -57%
KPCM
149
Kings Point Capital Management
New York
$1.99M +$303K +13,089 +18%
CCA
150
Catalyst Capital Advisors
New York
$1.92M -$2.93M -126,600 -60%
4 5
6
7 8