BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

379 hedge funds and large institutions have $5.73B invested in Invesco Senior Loan ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-7
Holders Change %
-1.81%
% of All Funds
9.46%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.67%
New
38
Increased
164
Reduced
121
Closed
37
Calls
$569K
Puts
$61.7M
Net Calls
-$61.1M
Net Calls Change
-$17.4M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$185M
2
Ameriprise
2
Ameriprise
Minnesota
$180M
3
WAMC
3
Western Asset Management Company
California
$150M
4
KI
4
Koch Industries
Kansas
$39.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$138M

Top Sellers

1
MC
1
Muzinich & Co
New York
$33.6M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
FT
4
Fiduciary Trust
Massachusetts
$8.42M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Apriem Advisors
California
$1.14M +$88.5K +3,827 +8%
KPCM
202
Kings Point Capital Management
New York
$1.12M +$82.2K +3,550 +8%
SCM
203
Southport Capital Management
Tennessee
$1.11M +$1.11M +47,793 New
GAMC
204
Garner Asset Management Corp
Texas
$1.1M +$1.1M +47,599 New
3AM
205
3D Asset Management
Connecticut
$1.1M -$15.7K -686 -1%
PHS
206
Pekin Hardy Strauss
Illinois
$1.09M +$247K +10,690 +29%
RA
207
RFG Advisory
Alabama
$1.09M +$124K +5,364 +13%
RTS
208
Round Table Services
New Jersey
$1.07M +$29K +1,255 +3%
NL
209
NWAM LLC
Washington
$1.02M -$270K -11,652 -21%
LIM
210
Longfellow Investment Management
Massachusetts
$1.02M -$1.28M -55,450 -56%
CFD
211
Creative Financial Designs
Indiana
$991K +$190K +8,223 +24%
LFAS
212
Level Four Advisory Services
Texas
$984K – – –
HCM
213
Hollencrest Capital Management
California
$973K -$21.3K -920 -2%
BHB
214
Bank Hapoalim BM
Israel
$969K – – –
IAS
215
IMA Advisory Services
Colorado
$966K +$209K +9,028 +28%
WS
216
Wedbush Securities
California
$955K +$105K +4,545 +12%
FEG
217
Financial Enhancement Group
Indiana
$953K +$953K +41,198 New
FCBT
218
First Citizens Bank & Trust
North Carolina
$952K -$80.1K -3,461 -8%
WA
219
Wilshire Advisors
California
$952K +$54.8K +2,370 +6%
TCM
220
Twin Capital Management
Pennsylvania
$952K +$54.8K +2,370 +6%
WB
221
Webster Bank
Connecticut
$940K – – –
SCA
222
Sage Capital Advisors
South Dakota
$917K +$917K +39,618 New
PFS
223
Prospera Financial Services
Texas
$905K +$172K +7,416 +23%
VC
224
Vicus Capital
Pennsylvania
$867K -$166K -7,180 -16%
PBO
225
Peoples Bank (Ohio)
Ohio
$842K -$5.88K -254 -0.7%
7 8
9
10 11