BKLN icon

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 %
SBIA
176
Sheaff Brock Investment Advisors
Indiana
$1.53M +$95.8K +4,100 +7%
GEM
177
Global Endowment Management
North Carolina
$1.43M +$1.43M +61,300 New
Prudential Financial
178
Prudential Financial
New Jersey
$1.43M +$493K +21,100 +53%
RC
179
Roundview Capital
New Jersey
$1.43M +$671K +28,725 +89%
HWA
180
HCR Wealth Advisors
California
$1.32M +$1.32M +56,542 New
NC
181
NewSquare Capital
Pennsylvania
$1.29M +$1.29M +55,090 New
BCM
182
Bluefin Capital Management
New York
$1.22M -$560K -23,946 -32%
NL
183
NWAM LLC
Washington
$1.2M +$26.7K +1,142 +2%
PAMU
184
Pictet Asset Management (UK)
United Kingdom
$1.19M +$1.19M +51,000 New
KPCM
185
Kings Point Capital Management
New York
$1.19M -$603K -25,820 -34%
CC
186
Callan Capital
California
$1.18M +$1.18M +50,358 New
3AM
187
3D Asset Management
Connecticut
$1.15M -$188K -8,037 -14%
BHB
188
Bank Hapoalim BM
Israel
$1.15M +$106K +1,330 +10%
HB
189
Homrich & Berg
Georgia
$1.14M -$30.6K -1,311 -3%
H
190
Hexavest
Quebec, Canada
$1.14M +$1.14M +48,709 New
VC
191
Vicus Capital
Pennsylvania
$1.1M -$290K -12,423 -21%
MNA
192
Manning & Napier Advisors
New York
$1.03M -$1.62M – –
Creative Planning
193
Creative Planning
Kansas
$977K +$162K +6,923 +20%
WB
194
Webster Bank
Connecticut
$971K -$1.17K -50 -0.1%
CTA
195
Chesley Taft & Associates
Illinois
$964K +$353K +15,100 +58%
CAN
196
Cetera Advisor Networks
California
$904K -$117K -5,018 -11%
LA
197
Legacy Advisors
Pennsylvania
$896K +$896K +122,919 New
SS
198
Simplicity Solutions
Minnesota
$891K -$12.7K -543 -1%
RA
199
RFG Advisory
Alabama
$876K – – –
AIP
200
Ahrens Investment Partners
Louisiana
$853K +$853K +36,507 New
6 7
8
9 10