BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

386 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 118 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
8.85%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.73%
New
62
Increased
153
Reduced
118
Closed
54
Calls
$263K
Puts
$7.38M
Net Calls
-$7.11M
Net Calls Change
-$2.66M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$377M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$157M
3
Goldman Sachs
Goldman Sachs
New York
$438M
4
CSIA
Charles Schwab Investment Advisory
California
$330M
5
Franklin Resources
Franklin Resources
California
$77.4M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
$105M
2
WAMC
Western Asset Management Company
California
$15.9M
3
GC
Guggenheim Capital
Illinois
$34.7M
4
PI
PineBridge Investments
New York
$54.7M
5
CI
Conning Inc
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
201
NWAM LLC
Washington
$1.04M -$15.9K -695 -2%
PP
202
PagnatoKarp Partners
Virginia
$1.04M +$42.1K +1,840 +4%
BAM
203
Belpointe Asset Management
Nevada
$1.01M -$6.48K -283 -0.6%
PFA
204
Pinnacle Family Advisors
Missouri
$1.01M +$1.01M +44,001 New
3AM
205
3D Asset Management
Connecticut
$970K -$10.6K -461 -1%
TCM
206
Twin Capital Management
Pennsylvania
$951K +$24.6K +1,075 +3%
WA
207
Wilshire Advisors
California
$951K +$24.6K +1,075 +3%
SFS
208
Sowell Financial Services
Arkansas
$948K +$948K +41,117 New
WS
209
Wedbush Securities
California
$936K -$30.8K -1,345 -3%
CFD
210
Creative Financial Designs
Indiana
$903K -$61.7K -2,695 -6%
VAIA
211
Virtus Alternative Investment Advisers
Connecticut
$889K – – –
SG Americas Securities
212
SG Americas Securities
New York
$873K -$1.06M -46,147 -55%
SPIA
213
Steward Partners Investment Advisory
New York
$872K +$200K +8,735 +30%
GWM
214
Greenwich Wealth Management
Connecticut
$835K -$42.5K -1,856 -5%
AIP
215
Ahrens Investment Partners
Louisiana
$819K -$71K -3,100 -8%
CAN
216
Cetera Advisor Networks
California
$812K +$16.7K +725 +2%
FIM
217
Fernwood Investment Management
Massachusetts
$809K – – –
TF
218
Tompkins Financial
New York
$808K – – –
WT
219
Whittier Trust
California
$792K +$24.7K +1,081 +3%
SI
220
SimpliFi Inc
California
$783K -$1.21M -52,927 -61%
KBFS
221
Kohmann Bosshard Financial Services
Ohio
$777K -$118K -5,145 -13%
BHB
222
Bank Hapoalim BM
Israel
$761K – – –
LFAS
223
Level Four Advisory Services
Texas
$758K -$129K -5,613 -15%
GC
224
Grace Capital
Massachusetts
$750K +$750K +32,757 New
SG
225
Swarthmore Group
Pennsylvania
$739K – – –
7 8
9
10 11