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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

395 hedge funds and large institutions have $5.57B invested in Invesco Senior Loan ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+9
Holders Change %
+2.33%
% of All Funds
9.05%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.69%
New
49
Increased
133
Reduced
152
Closed
40
Calls
$422K
Puts
$36.4M
Net Calls
-$36M
Net Calls Change
-$28.8M

Top Buyers

1
BlackRock
BlackRock
New York
$135M
2
Ameriprise
Ameriprise
Minnesota
$722M
3
SAM
Symphony Asset Management
California
$47.3M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
$35M
5
Bank of America
Bank of America
North Carolina
$164M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$53.3M
3
Goldman Sachs
Goldman Sachs
New York
$307M
4
KI
Koch Industries
Kansas
$4.5M
5
WCM
Windham Capital Management
Massachusetts
$537K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
176
Comerica Bank
Texas
$1.5M -$15.8K -683 -1%
IAS
177
IMA Advisory Services
Colorado
$1.5M +$193K +8,350 +15%
H
178
Hexavest
Quebec, Canada
$1.48M – – –
TWM
179
Torch Wealth Management
Ohio
$1.46M -$9.27K -400 -0.6%
WI
180
WrapManager Inc
California
$1.44M -$89.9K -3,879 -6%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$1.41M -$41.6K -1,796 -3%
FAIM
182
Financial Advocates Investment Management
Washington
$1.3M -$411K -17,732 -24%
NA
183
NewEdge Advisors
Louisiana
$1.28M +$23.3K +1,004 +2%
BFM
184
Boothbay Fund Management
New York
$1.27M +$1.27M +55,000 New
DC
185
Davenport & Co
Virginia
$1.26M -$42.9K -1,850 -3%
CAN
186
Cetera Advisor Networks
California
$1.25M +$430K +18,512 +52%
GAMC
187
Garner Asset Management Corp
Texas
$1.21M -$592K -25,563 -33%
MM
188
Main Management
California
$1.19M – – –
RRWA
189
Rainey & Randall Wealth Advisors
Florida
$1.17M +$1.17M +50,296 New
PBO
190
Peoples Bank (Ohio)
Ohio
$1.14M +$18.5K +797 +2%
BA
191
Bennicas & Associates
California
$1.13M – – –
SFM
192
Signet Financial Management
New Jersey
$1.13M -$20.9K -900 -2%
PAG
193
Pinnacle Advisory Group
Maryland
$1.11M -$33.4K -1,440 -3%
WB
194
Webster Bank
Connecticut
$1.11M +$1.11M +47,736 New
PHS
195
Pekin Hardy Strauss
Illinois
$1.1M -$18.5K -800 -2%
RA
196
RFG Advisory
Alabama
$1.09M +$22.9K +989 +2%
NL
197
NWAM LLC
Washington
$1.08M +$26.5K +1,143 +3%
PP
198
PagnatoKarp Partners
Virginia
$1.02M -$31.5K -1,361 -3%
SG Americas Securities
199
SG Americas Securities
New York
$1.02M +$137K +5,899 +15%
QFA
200
Quattro Financial Advisors
Texas
$997K +$997K +42,999 New
6 7
8
9 10