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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

365 hedge funds and large institutions have $5.71B invested in Invesco Senior Loan ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-14
Holders Change %
-3.69%
% of All Funds
9.11%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.7%
New
26
Increased
149
Reduced
132
Closed
38
Calls
$950K
Puts
$31.4M
Net Calls
-$30.4M
Net Calls Change
+$30.7M

Top Buyers

1
PI
1
PineBridge Investments
New York
$84.6M
2
BIAS
2
Beacon Investment Advisory Services
New Jersey
$91.7M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$232M
4
Franklin Resources
4
Franklin Resources
California
$101M
5
Morgan Stanley
5
Morgan Stanley
New York
$224M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$101M
2
Goldman Sachs
2
Goldman Sachs
New York
$345M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267M
4
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$0
5
MC
5
Muzinich & Co
New York
$7.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
151
FIC Capital
New York
$2.13M +$21K +905 +1%
AAMU
152
Amundi Asset Management US
Massachusetts
$2.13M – – –
CFB
153
Cullen/Frost Bankers
Texas
$2.1M +$12.4K +534 +0.6%
VAM
154
Visionary Asset Management
Texas
$2.1M -$34.3K -1,479 -2%
BFC
155
Blue Fin Capital
Rhode Island
$2.08M +$83.4K +3,600 +4%
SIM
156
SSI Investment Management
California
$2.04M +$56.2K +2,428 +3%
DFG
157
Delphi Financial Group
Delaware
$2M +$2M +86,480 New
AT
158
Arden Trust
Delaware
$1.88M +$12.8K +551 +0.7%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$1.87M -$230K -9,909 -11%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$1.86M -$2.8M -121,090 -60%
WIA
161
Westbourne Investment Advisors
Maryland
$1.85M +$15.1K +650 +0.8%
MML Investors Services
162
MML Investors Services
Massachusetts
$1.83M -$1.19M -51,338 -39%
CB
163
Commerce Bank
Missouri
$1.83M – – –
GFPC
164
Global Financial Private Capital
Florida
$1.81M -$1.32M -57,000 -42%
DC
165
Davenport & Co
Virginia
$1.8M -$164K -7,076 -8%
WI
166
WrapManager Inc
California
$1.75M -$103K -4,444 -6%
QFA
167
Quattro Financial Advisors
Texas
$1.74M -$4.32M -186,131 -71%
TWM
168
Torch Wealth Management
Ohio
$1.71M +$1.71M +73,825 New
HWA
169
HCR Wealth Advisors
California
$1.68M +$181K +7,825 +12%
RC
170
Roundview Capital
New Jersey
$1.67M +$118K +5,110 +8%
BTIS
171
BB&T Investment Services
North Carolina
$1.66M +$141K +6,067 +9%
KPCM
172
Kings Point Capital Management
New York
$1.66M +$546K +23,580 +49%
AIM
173
Aspen Investment Management
Michigan
$1.66M – – –
LA
174
Legacy Advisors
Pennsylvania
$1.66M +$326K +14,091 +25%
HIC
175
Holderness Investments Company
North Carolina
$1.64M -$170K -7,360 -9%
5 6
7
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