BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

379 hedge funds and large institutions have $5.73B invested in Invesco Senior Loan ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
9.46%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.67%
New
38
Increased
164
Reduced
121
Closed
37
Calls
$569K
Puts
$61.7M
Net Calls
-$61.1M
Net Calls Change
-$17.4M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$185M
2
Ameriprise
2
Ameriprise
Minnesota
$180M
3
WAMC
3
Western Asset Management Company
California
$150M
4
KI
4
Koch Industries
Kansas
$39.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$138M

Top Sellers

1
MC
1
Muzinich & Co
New York
$33.6M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
FT
4
Fiduciary Trust
Massachusetts
$8.42M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Aspen Investment Management
Michigan
$1.66M +$9.26K +400 +0.6%
FAAS
177
First Allied Advisory Services
California
$1.62M -$81.2K -3,504 -5%
RC
178
Roundview Capital
New Jersey
$1.55M -$5.79K -250 -0.4%
BTIS
179
BB&T Investment Services
North Carolina
$1.52M +$246K +10,597 +19%
CAN
180
Cetera Advisor Networks
California
$1.52M -$162K -6,963 -10%
HWA
181
HCR Wealth Advisors
California
$1.49M +$136K +5,890 +10%
WB
182
WesBanco Bank
West Virginia
$1.49M +$91.3K +3,944 +7%
CC
183
Callan Capital
California
$1.47M -$50.2K -2,171 -3%
AB
184
AT Bancorp
Iowa
$1.44M +$561K +24,244 +64%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$400K +17,269 +39%
GEM
186
Global Endowment Management
North Carolina
$1.42M – – –
AWA
187
Arete Wealth Advisors
Illinois
$1.38M +$585K +25,265 +73%
CTA
188
Chesley Taft & Associates
Illinois
$1.35M +$71.7K +3,100 +6%
M&T Bank
189
M&T Bank
New York
$1.35M -$46.5K -2,010 -3%
LA
190
Legacy Advisors
Pennsylvania
$1.33M +$291K +12,562 +28%
MM
191
Main Management
California
$1.33M – – –
SPC
192
Sigma Planning Corp
Michigan
$1.3M +$98.6K +4,261 +8%
DI
193
Diligent Investors
California
$1.27M +$1.27M +54,836 New
ECM
194
ETrade Capital Management
Virginia
$1.23M -$1.85M -80,180 -60%
SFM
195
Signet Financial Management
New Jersey
$1.22M – – –
Janus Henderson Group
196
Janus Henderson Group
United Kingdom
$1.21M – – –
PAMU
197
Pictet Asset Management (UK)
United Kingdom
$1.19M – – –
HB
198
Homrich & Berg
Georgia
$1.17M +$2.2K +95 +0.2%
RIA
199
Regal Investment Advisors
Michigan
$1.17M +$20.9K +905 +2%
NC
200
NewSquare Capital
Pennsylvania
$1.15M -$53.1K -2,297 -4%
6 7
8
9 10