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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

381 hedge funds and large institutions have $5.43B invested in Invesco Senior Loan ETF in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-17
Holders Change %
-4.27%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.8%
New
42
Increased
161
Reduced
137
Closed
56
Calls
$229K
Puts
$4.68M
Net Calls
-$4.45M
Net Calls Change
+$56.4M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$329M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$225M
3
GC
Guggenheim Capital
Illinois
$118M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$320M
5
Bank of America
Bank of America
North Carolina
$181M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$43.2M
2
Franklin Resources
Franklin Resources
California
$68.8M
3
SAM
Symphony Asset Management
California
$0
4
Citigroup
Citigroup
New York
$3.85M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
201
PagnatoKarp Partners
Virginia
$1.01M -$4.85M -209,812 -83%
RA
202
RFG Advisory
Alabama
$1M -$47.4K -2,049 -5%
3AM
203
3D Asset Management
Connecticut
$990K -$84.1K -3,637 -8%
WS
204
Wedbush Securities
California
$976K +$19.1K +826 +2%
CFD
205
Creative Financial Designs
Indiana
$974K +$26.6K +1,152 +3%
HH
206
Hilltop Holdings
Texas
$942K +$561K +24,286 +148%
WA
207
Wilshire Advisors
California
$936K +$44.1K +1,905 +5%
TCM
208
Twin Capital Management
Pennsylvania
$936K +$44.1K +1,905 +5%
SCM
209
Sandler Capital Management
New York
$916K +$169K +7,315 +23%
KBFS
210
Kohmann Bosshard Financial Services
Ohio
$904K +$76.4K +3,300 +9%
FAAS
211
First Allied Advisory Services
California
$904K +$104K +4,484 +13%
AIP
212
Ahrens Investment Partners
Louisiana
$899K -$454K -19,624 -34%
VAIA
213
Virtus Alternative Investment Advisers
Connecticut
$897K +$222K +9,600 +33%
LFAS
214
Level Four Advisory Services
Texas
$895K -$127K -5,490 -12%
GWM
215
Greenwich Wealth Management
Connecticut
$886K -$34.2K -1,477 -4%
ASN
216
Advisory Services Network
Georgia
$854K +$61.3K +2,649 +8%
AIP
217
Almanack Investment Partners
Pennsylvania
$822K -$818K -35,358 -50%
TF
218
Tompkins Financial
New York
$817K – – –
FIM
219
Fernwood Investment Management
Massachusetts
$817K +$525K +22,696 +180%
CAN
220
Cetera Advisor Networks
California
$804K -$359K -15,451 -31%
WT
221
Whittier Trust
California
$775K +$725K +31,352 +1,437%
PI
222
PFS Investments
Georgia
$755K -$313K -13,548 -29%
SG
223
Swarthmore Group
Pennsylvania
$746K – – –
AWA
224
Arete Wealth Advisors
Illinois
$745K -$565K -24,431 -43%
FT
225
Fiduciary Trust
Massachusetts
$738K -$3M -129,904 -80%
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