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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

290 hedge funds and large institutions have $3.9B invested in Invesco Senior Loan ETF in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 138 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.75%
Holding in Top 10
25
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+56.25%
% of All Funds
0.67%
New
40
Increased
138
Reduced
74
Closed
19
Calls
–
Puts
$20.3M
Net Calls
-$20.3M
Net Calls Change
+$422K

Top Buyers

1
WAMC
1
Western Asset Management Company
California
$235M
2
O
2
OppenheimerFunds
New York
$83.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$195M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$214M
5
MC
5
Muzinich & Co
New York
$37M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$215M
2
CGI
2
CI Global Investments
California
$0
3
FTUS
3
Flow Traders U.S.
New York
$5.84M
4
PI
4
PineBridge Investments
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$461K +$4.76K +205 +1%
GWM
202
Greenwich Wealth Management
Connecticut
$460K – – –
RIG
203
Roosevelt Investment Group
New York
$455K -$92.8K -4,000 -17%
CS
204
Comerica Securities
Michigan
$446K +$28.9K +1,245 +7%
GJIC
205
Gamble Jones Investment Counsel
California
$443K -$38.6K -1,664 -8%
ASN
206
Advisory Services Network
Georgia
$432K +$345K +14,871 +399%
AGA
207
Accuvest Global Advisors
Utah
$431K +$431K +18,570 New
SPC
208
Sigma Planning Corp
Michigan
$385K -$40.8K -1,758 -10%
TCB
209
Texas Capital Bancshares
Texas
$385K +$47K +2,025 +14%
DW
210
Domani Wealth
Pennsylvania
$385K +$385K +16,595 New
TFA
211
Transamerica Financial Advisors
Florida
$374K +$210K +9,020 +127%
EC
212
Estate Counselors
Wisconsin
$369K +$22.7K +980 +7%
PA
213
Paracle Advisors
Washington
$359K – – –
SFA
214
Sequoia Financial Advisors
Ohio
$352K +$352K +15,154 New
TF
215
Tompkins Financial
New York
$341K – – –
Nomura Holdings
216
Nomura Holdings
Japan
$339K -$1.02M -44,003 -75%
MA
217
MUFG Americas
New York
$334K -$27.6K -1,190 -8%
ISB
218
Iowa State Bank
Iowa
$327K – – –
DAS
219
Dynamic Advisor Solutions
Arizona
$327K +$17.8K +767 +6%
LP
220
LGL Partners
Pennsylvania
$325K +$185 +8 +0.1%
SAM
221
SignalPoint Asset Management
Missouri
$315K +$110K +4,716 +53%
IB
222
Intrust Bank
Kansas
$305K – – –
BAC
223
Boys Arnold & Co
North Carolina
$303K -$23K -994 -7%
FF
224
Friedenthal Financial
New Jersey
$301K +$54.3K +2,341 +22%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$296K +$296K +12,805 New
7 8
9
10 11