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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

274 hedge funds and large institutions have $3.09B invested in Invesco Senior Loan ETF in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+14
Holders Change %
+5.38%
% of All Funds
7.32%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.43%
New
38
Increased
94
Reduced
106
Closed
21
Calls
$271K
Puts
$21M
Net Calls
-$20.7M
Net Calls Change
+$4.09M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$265M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.6M
3
Citigroup
Citigroup
New York
$73.6M
4
SAM
Symphony Asset Management
California
$29.9M
5
NSLI
Nan Shan Life Insurance
Taiwan
$159M

Top Sellers

1
IA
IndexIQ Advisors
New York
$43.8M
2
BIT
BlackRock Institutional Trust
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$124M
4
CS
Credit Suisse
Switzerland
$12.9M
5
LPL Financial
LPL Financial
California
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
151
Great Lakes Advisors
Illinois
$760K -$14.9K -650 -2%
BW
152
Bison Wealth
Georgia
$732K -$186K -8,109 -20%
ACM
153
Alethea Capital Management
Washington
$703K +$703K +30,598 New
SAM
154
Shamrock Asset Management
Texas
$697K -$46K -1,995 -6%
SCM
155
Southport Capital Management
Tennessee
$688K +$688K +29,952 New
CAN
156
Cetera Advisor Networks
California
$686K -$25.1K -1,094 -4%
RC
157
Roundview Capital
New Jersey
$673K +$364K +15,835 +118%
AIM
158
Astor Investment Management
Illinois
$650K -$40.2K -1,748 -6%
CWM
159
Concert Wealth Management
California
$645K -$171K -7,431 -21%
PP
160
Palladium Partners
Virginia
$638K -$77.9K -3,390 -11%
AL
161
Aspiriant LLC
California
$624K -$12.2K -532 -2%
HCM
162
Hollencrest Capital Management
California
$620K -$13.6K -593 -2%
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$617K -$5.76K -251 -0.9%
Wolverine Trading
164
Wolverine Trading
Illinois
$605K +$605K +26,399 New
CTA
165
Chesley Taft & Associates
Illinois
$592K -$165K -7,200 -22%
WA
166
Winfield Associates
Ohio
$588K -$17.2K -750 -3%
MC
167
Muzinich & Co
New York
$573K +$573K +25,225 New
ECM
168
ETrade Capital Management
Virginia
$572K +$132K +5,743 +30%
TIM
169
Tortoise Investment Management
New York
$571K -$20.1K -876 -3%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$559K +$559K +24,315 New
SIA
171
Starfire Investment Advisers
Michigan
$553K -$38.2K -1,665 -6%
RIG
172
Roosevelt Investment Group
New York
$542K +$257K +11,173 +90%
BSB
173
Bangor Savings Bank
Maine
$540K +$1.49K +65 +0.3%
BRWA
174
B. Riley Wealth Advisors
Florida
$525K +$23.1K +2,253 +5%
PAS
175
Partnervest Advisory Services
California
$524K -$10.7K -465 -2%
5 6
7
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