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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

349 hedge funds and large institutions have $5.48B invested in Invesco Senior Loan ETF in 2016 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 138 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+59
Holders Change %
+20.34%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.88%
New
86
Increased
138
Reduced
100
Closed
23
Calls
$908K
Puts
$43.2M
Net Calls
-$42.3M
Net Calls Change
-$22M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$401M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$182M
3
CSIA
3
Charles Schwab Investment Advisory
California
$181M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$279M
5
Invesco
5
Invesco
Georgia
$141M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$17.8M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$2.15M
3
MIG
3
Mariner Investment Group
New York
$0
4
IA
4
IndexIQ Advisors
New York
$30.6M
5
WAMC
5
Western Asset Management Company
California
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$2.13M -$286K -12,241 -12%
VAM
152
Visionary Asset Management
Texas
$2.1M +$600K +25,703 +40%
PAG
153
Private Advisor Group
New Jersey
$2.1M +$341K +14,611 +19%
IA
154
IFP Advisors
Florida
$2.09M -$521K -22,318 -20%
OC
155
Oppenheimer & Co
New York
$2.04M +$373K +15,955 +22%
Janus Henderson Group
156
Janus Henderson Group
United Kingdom
$2.02M +$320K +13,682 +19%
AC
157
AFAM Capital
Texas
$2.01M +$1.54M +65,944 +327%
WIA
158
Westbourne Investment Advisors
Maryland
$1.98M -$133K -5,675 -6%
HW
159
Hancock Whitney
Mississippi
$1.95M +$1.23M +52,791 +172%
AT
160
Arden Trust
Delaware
$1.91M +$1.26K +54 +0.1%
PA
161
Perennial Advisors
New York
$1.91M +$1.91M +81,825 New
TWM
162
Torch Wealth Management
Ohio
$1.86M -$9.34K -400 -0.5%
CB
163
Commerce Bank
Missouri
$1.84M -$2.59K -111 -0.1%
TFA
164
Transamerica Financial Advisors
Florida
$1.83M +$1.45M +62,266 +387%
FCBT
165
First Citizens Bank & Trust
North Carolina
$1.8M +$662K +28,354 +58%
BFC
166
Blue Fin Capital
Rhode Island
$1.78M +$190K +8,140 +12%
CFB
167
Cullen/Frost Bankers
Texas
$1.76M +$46.7K +1,999 +3%
DC
168
Davenport & Co
Virginia
$1.71M -$103K -4,400 -6%
MFS
169
MSI Financial Services
Massachusetts
$1.7M +$151K +6,444 +10%
AB
170
AT Bancorp
Iowa
$1.7M +$1.7M +72,665 New
Cetera Investment Advisers
171
Cetera Investment Advisers
Illinois
$1.66M +$1.36M +58,435 +456%
AIM
172
Aspen Investment Management
Michigan
$1.63M -$4.67K -200 -0.3%
M&T Bank
173
M&T Bank
New York
$1.61M -$284K -12,159 -15%
CCA
174
Catalyst Capital Advisors
New York
$1.61M +$1.57M +67,250 +4,483%
FAAS
175
First Allied Advisory Services
California
$1.58M -$272K -11,638 -15%
5 6
7
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