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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

378 hedge funds and large institutions have $4.27B invested in Invesco Senior Loan ETF in 2018 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 90 increasing their positions, 157 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-17
Holders Change %
-4.3%
% of All Funds
8.44%
Holding in Top 10
20
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-33.33%
% of All Funds
0.45%
New
83
Increased
90
Reduced
157
Closed
93
Calls
$45M
Puts
$494M
Net Calls
-$449M
Net Calls Change
-$413M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$216M
2
IA
IndexIQ Advisors
New York
$127M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
4
AssetMark Inc
AssetMark Inc
California
$44.1M
5
Bank of America
Bank of America
North Carolina
$179M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
AB
Aozora Bank
Japan
$205M
3
Goldman Sachs
Goldman Sachs
New York
$188M
4
CSIA
Charles Schwab Investment Advisory
California
$227M
5
GC
Grimes & Company
Massachusetts
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
176
Private Vista
Illinois
$855K +$855K +39,235 New
SWP
177
Stratos Wealth Partners
Ohio
$850K -$7.54M -345,997 -90%
PFA
178
Pinnacle Family Advisors
Missouri
$845K +$78.1K +3,588 +10%
PBO
179
Peoples Bank (Ohio)
Ohio
$841K -$233K -10,713 -22%
AWA
180
Arete Wealth Advisors
Illinois
$827K +$261K +12,005 +46%
FIM
181
Fernwood Investment Management
Massachusetts
$822K +$524K +24,076 +176%
CFD
182
Creative Financial Designs
Indiana
$819K -$35.9K -1,649 -4%
PI
183
PFS Investments
Georgia
$808K +$44.7K +1,972 +6%
TCM
184
Twin Capital Management
Pennsylvania
$805K -$85.2K -3,910 -10%
WA
185
Wilshire Advisors
California
$805K -$85.2K -3,910 -10%
SFS
186
Sowell Financial Services
Arkansas
$805K -$79.8K -3,663 -9%
HSA
187
HBK Sorce Advisory
Pennsylvania
$799K +$799K +36,670 New
PP
188
PagnatoKarp Partners
Virginia
$791K -$170K -7,784 -18%
3AM
189
3D Asset Management
Connecticut
$773K -$93.9K -4,310 -11%
MFBTD
190
MB Financial Bank - Trust Department
Illinois
$756K +$85.5K +3,924 +13%
GWM
191
Greenwich Wealth Management
Connecticut
$752K -$50.2K -2,303 -6%
GC
192
Grace Capital
Massachusetts
$745K +$503K +23,076 +208%
TF
193
Tompkins Financial
New York
$739K -$29.7K -1,365 -4%
SCM
194
Stellar Capital Management
Arizona
$732K +$732K +33,604 New
WPW
195
Waldron Private Wealth
Pennsylvania
$732K +$732K +33,648 New
AIP
196
Almanack Investment Partners
Pennsylvania
$727K +$727K +33,388 New
WHG
197
Westwood Holdings Group
Texas
$717K +$717K +32,900 New
FF
198
Friedenthal Financial
New Jersey
$715K -$101K -4,623 -12%
AIM
199
Arcadia Investment Management
Michigan
$707K +$77.8K +3,575 +12%
SG Americas Securities
200
SG Americas Securities
New York
$697K -$261K -12,000 -27%
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