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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

373 hedge funds and large institutions have $4.67B invested in Invesco Senior Loan ETF in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 128 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+32
Holders Change %
+9.38%
% of All Funds
7.37%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.32%
New
73
Increased
128
Reduced
133
Closed
34
Calls
$32.9M
Puts
$435M
Net Calls
-$402M
Net Calls Change
-$6.65M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$86.9M
2
Barclays
Barclays
United Kingdom
$90.7M
3
BCC
Bain Capital Credit
Massachusetts
$197M
4
WAMC
Western Asset Management Company
California
$96.8M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$49.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$150M
2
Citigroup
Citigroup
New York
$25.3M
3
Franklin Resources
Franklin Resources
California
$53.3M
4
Morgan Stanley
Morgan Stanley
New York
$106M
5
Ameriprise
Ameriprise
Minnesota
$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
176
Wedbush Securities
California
$894K -$144K -6,332 -14%
MHS
177
M Holdings Securities
Oregon
$879K +$879K +38,506 New
OIA
178
Optimum Investment Advisors
Illinois
$870K -$38.8K -1,700 -4%
WF
179
Welch & Forbes
Massachusetts
$864K -$210K -9,215 -20%
PAS
180
Park Avenue Securities
New York
$861K +$357K +15,633 +71%
HSA
181
HBK Sorce Advisory
Pennsylvania
$840K – – –
BCM
182
Brookstone Capital Management
Illinois
$831K -$545K -23,868 -40%
Wolverine Trading
183
Wolverine Trading
Illinois
$827K +$827K +36,431 New
Financial Engines Advisors
184
Financial Engines Advisors
California
$825K -$981K -43,002 -54%
CCWA
185
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$820K +$820K +35,914 New
GC
186
Grace Capital
Massachusetts
$780K +$780K +34,191 New
WPW
187
Waldron Private Wealth
Pennsylvania
$771K -$228 -10 -0%
3AM
188
3D Asset Management
Connecticut
$762K -$7.79K -341 -1%
HIM
189
Hillsdale Investment Management
Ontario, Canada
$762K +$243K +10,650 +47%
DC
190
Davenport & Co
Virginia
$754K -$299K -13,109 -28%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$732K -$325K -14,227 -31%
OFG
192
OTA Financial Group
New York
$728K +$728K +31,915 New
GWM
193
Greenwich Wealth Management
Connecticut
$712K -$47.9K -2,100 -6%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$711K -$76.2K -3,340 -10%
WA
195
Wambolt & Associates
Colorado
$699K +$19.9K +872 +3%
IB
196
Intrust Bank
Kansas
$697K – – –
BHB
197
Bank Hapoalim BM
Israel
$684K -$558K – –
TF
198
Tompkins Financial
New York
$683K -$56.7K -2,485 -8%
CPP
199
Crow Point Partners
Massachusetts
$681K -$114K -5,000 -14%
PFA
200
Pinnacle Family Advisors
Missouri
$677K -$24.5K -1,074 -3%
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