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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 %
AIP
176
Ahrens Investment Partners
Louisiana
$1.6M -$81K -3,500 -5%
FAM
177
Flaharty Asset Management
Florida
$1.59M +$1.59M +68,656 +95,356%
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$155K +6,706 +11%
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$1.45M +$246K +10,604 +20%
CAN
180
Cetera Advisor Networks
California
$1.45M -$72.3K -3,114 -5%
AWA
181
Arete Wealth Advisors
Illinois
$1.43M +$41.4K +1,786 +3%
GEM
182
Global Endowment Management
North Carolina
$1.42M – – –
BAM
183
Belpointe Asset Management
Nevada
$1.42M +$1.42M +61,187 New
CTA
184
Chesley Taft & Associates
Illinois
$1.36M +$5.21K +225 +0.4%
FAAS
185
First Allied Advisory Services
California
$1.34M -$287K -12,367 -18%
MM
186
Main Management
California
$1.33M – – –
SPC
187
Sigma Planning Corp
Michigan
$1.29M -$17.7K -766 -1%
SAM
188
Solaris Asset Management
New York
$1.28M +$1.18M +50,817 +1,150%
SFM
189
Signet Financial Management
New Jersey
$1.22M – – –
SCM
190
Southport Capital Management
Tennessee
$1.2M +$93.9K +4,052 +8%
PAMU
191
Pictet Asset Management (UK)
United Kingdom
$1.18M – – –
GAMC
192
Garner Asset Management Corp
Texas
$1.17M +$62.8K +2,711 +6%
HB
193
Homrich & Berg
Georgia
$1.16M -$8.25K -356 -0.7%
IAS
194
IMA Advisory Services
Colorado
$1.13M +$161K +6,957 +17%
FEG
195
Financial Enhancement Group
Indiana
$1.1M +$150K +6,473 +16%
RA
196
RFG Advisory
Alabama
$1.09M -$2.04K -88 -0.2%
3AM
197
3D Asset Management
Connecticut
$1.08M -$29.3K -1,267 -3%
NL
198
NWAM LLC
Washington
$1.08M +$58.9K +2,545 +6%
CFD
199
Creative Financial Designs
Indiana
$1.07M +$81.8K +3,531 +8%
RTS
200
Round Table Services
New Jersey
$1.07M +$116 +5 +0%
6 7
8
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