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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

381 hedge funds and large institutions have $5.43B invested in Invesco Senior Loan ETF in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-17
Holders Change %
-4.27%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.8%
New
42
Increased
161
Reduced
137
Closed
56
Calls
$229K
Puts
$4.68M
Net Calls
-$4.45M
Net Calls Change
+$56.4M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$329M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$225M
3
GC
Guggenheim Capital
Illinois
$118M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$320M
5
Bank of America
Bank of America
North Carolina
$181M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$43.2M
2
Franklin Resources
Franklin Resources
California
$68.8M
3
SAM
Symphony Asset Management
California
$0
4
Citigroup
Citigroup
New York
$3.85M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
151
HCR Wealth Advisors
California
$1.97M +$220K +9,531 +13%
SG Americas Securities
152
SG Americas Securities
New York
$1.95M -$1.49M -64,279 -43%
FWM
153
FFT Wealth Management
Pennsylvania
$1.95M -$258K -11,166 -12%
CFB
154
Cullen/Frost Bankers
Texas
$1.93M -$84.6K -3,659 -4%
MIA
155
MainStreet Investment Advisors
Illinois
$1.84M -$42.7K -1,845 -2%
CB
156
Commerce Bank
Missouri
$1.82M – – –
AT
157
Arden Trust
Delaware
$1.82M -$30.4K -1,315 -2%
KPCM
158
Kings Point Capital Management
New York
$1.81M -$143K -6,179 -7%
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$379K +16,398 +27%
FA
160
Forefront Analytics
Pennsylvania
$1.77M +$477K +20,565 +37%
FAIM
161
Financial Advocates Investment Management
Washington
$1.77M -$767K -33,177 -30%
NEAM
162
New England Asset Management
Connecticut
$1.76M +$29.8K +1,290 +2%
OMC
163
Overbrook Management Corp
New York
$1.75M -$63.4K -2,742 -3%
GAMC
164
Garner Asset Management Corp
Texas
$1.73M +$422K +18,252 +32%
HB
165
Homrich & Berg
Georgia
$1.64M +$622K +26,874 +61%
RC
166
Roundview Capital
New Jersey
$1.63M -$24.2K -1,047 -1%
CCM
167
Crabel Capital Management
California
$1.59M +$710K +30,695 +80%
DC
168
Davenport & Co
Virginia
$1.59M -$51.6K -2,233 -3%
GEM
169
Global Endowment Management
North Carolina
$1.5M +$85.6K +3,700 +6%
Nomura Asset Management
170
Nomura Asset Management
Japan
$1.5M +$1.5M +65,000 New
MMA
171
Miracle Mile Advisors
California
$1.5M +$1.06M +45,780 +242%
PFS
172
Prospera Financial Services
Texas
$1.49M +$801K +34,657 +116%
H
173
Hexavest
Quebec, Canada
$1.48M – – –
TWM
174
Torch Wealth Management
Ohio
$1.47M -$99.4K -4,300 -6%
Janus Henderson Group
175
Janus Henderson Group
United Kingdom
$1.45M – – –
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