BKLN icon

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
JPMorgan Chase & Co
New York
$216M
2
IA
IndexIQ Advisors
New York
$127M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
4
AssetMark Inc
AssetMark Inc
California
$44.1M
5
Bank of America
Bank of America
North Carolina
$179M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
AB
Aozora Bank
Japan
$205M
3
Goldman Sachs
Goldman Sachs
New York
$188M
4
CSIA
Charles Schwab Investment Advisory
California
$227M
5
GC
Grimes & Company
Massachusetts
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
126
Stone House Investment Management
Pennsylvania
$1.82M -$108K -4,979 -6%
CCA
127
Catalyst Capital Advisors
New York
$1.8M – – –
MIA
128
MainStreet Investment Advisors
Illinois
$1.8M +$25K +1,150 +1%
FA
129
Forefront Analytics
Pennsylvania
$1.79M -$236K -10,872 -12%
CB
130
Commerce Bank
Missouri
$1.78M – – –
NEAM
131
New England Asset Management
Connecticut
$1.77M – – –
MWC
132
MBM Wealth Consultants
Missouri
$1.74M +$1.74M +79,984 New
IAS
133
IMA Advisory Services
Colorado
$1.69M +$280K +12,867 +20%
CFB
134
Cullen/Frost Bankers
Texas
$1.64M -$20K -916 -1%
OMC
135
Overbrook Management Corp
New York
$1.62M – – –
CTB
136
Country Trust Bank
Illinois
$1.6M +$1.59M +72,781 +14,412%
RC
137
Roundview Capital
New Jersey
$1.58M -$30.8K -1,415 -2%
AT
138
Arden Trust
Delaware
$1.57M -$66.6K -3,058 -4%
FWM
139
FFT Wealth Management
Pennsylvania
$1.56M -$29.3K -1,348 -2%
TFA
140
Transamerica Financial Advisors
Florida
$1.55M +$1.19M +54,727 +336%
OIA
141
Optimum Investment Advisors
Illinois
$1.54M -$578K -26,550 -27%
LA
142
Legacy Advisors
Pennsylvania
$1.52M -$40.2K -1,848 -3%
CG
143
Cutler Group
California
$1.52M +$1.52M +69,605 New
HCC
144
Hirtle Callaghan & Co
Pennsylvania
$1.51M -$1.6M – –
PP
145
Prudential plc
United Kingdom
$1.5M +$971K +44,580 +183%
AWM
146
Affinity Wealth Management
Delaware
$1.47M +$1.47M +33,098 New
Nomura Asset Management
147
Nomura Asset Management
Japan
$1.42M – – –
KPCM
148
Kings Point Capital Management
New York
$1.41M -$457K -21,001 -24%
FHA
149
First Horizon Advisors
Tennessee
$1.37M +$1.3M +59,637 +1,919%
WF
150
Welch & Forbes
Massachusetts
$1.33M -$1.22M -56,100 -48%
4 5
6
7 8