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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 %
HW
176
Hancock Whitney
Mississippi
$1.43M +$532K +23,020 +59%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$1.4M -$1.2M -51,692 -46%
RRWA
178
Rainey & Randall Wealth Advisors
Florida
$1.36M -$442K -19,093 -25%
SPC
179
Sigma Planning Corp
Michigan
$1.36M +$157K +6,772 +13%
APA
180
American Portfolios Advisors
New York
$1.35M -$55.3K -2,389 -4%
WIA
181
Westbourne Investment Advisors
Maryland
$1.33M -$58.1K -2,510 -4%
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$1.3M – – –
SCM
183
Southport Capital Management
Tennessee
$1.29M -$68.4K -2,958 -5%
CTA
184
Chesley Taft & Associates
Illinois
$1.29M -$23.1K -1,000 -2%
Comerica Bank
185
Comerica Bank
Texas
$1.26M -$1.92M -82,972 -60%
BSAM
186
Blue Sky Asset Management
Colorado
$1.24M +$916K +39,602 +286%
VIA
187
Virtus Investment Advisers
Connecticut
$1.23M +$1.23M +53,000 New
IAS
188
IMA Advisory Services
Colorado
$1.21M +$37.1K +1,604 +3%
WB
189
Webster Bank
Connecticut
$1.2M +$199K +8,613 +20%
MM
190
Main Management
California
$1.19M – – –
SFM
191
Signet Financial Management
New Jersey
$1.18M -$6.82K -295 -0.6%
PAG
192
Pinnacle Advisory Group
Maryland
$1.15M +$268K +11,574 +30%
BA
193
Bennicas & Associates
California
$1.13M +$1.13M +48,800 New
FA
194
FDx Advisors
Illinois
$1.12M -$822K -35,542 -42%
PHS
195
Pekin Hardy Strauss
Illinois
$1.11M -$6.83K -295 -0.6%
HCM
196
Hollencrest Capital Management
California
$1.11M -$108K -4,663 -9%
NL
197
NWAM LLC
Washington
$1.07M +$43.2K +1,869 +4%
BAM
198
Belpointe Asset Management
Nevada
$1.03M -$14.2K -612 -1%
11A
199
10-15 Associates
New York
$1.02M +$32K +1,382 +3%
BCM
200
Brasada Capital Management
Texas
$1.02M +$1.02M +43,891 New
6 7
8
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