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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 %
FAIM
201
Financial Advocates Investment Management
Washington
$675K -$22K -964 -3%
GIA
202
Gladstone Institutional Advisory
Florida
$640K -$92.1K -4,037 -13%
MWA
203
Martel Wealth Advisors
Washington
$626K +$42.2K +1,851 +7%
N
204
Natixis
France
$621K +$67.3K +2,959 +12%
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$602K +$602K +26,504 New
PFO
206
Pathstone Family Office
New Jersey
$600K – – –
OPS
207
Orion Portfolio Solutions
Nebraska
$594K +$594K +26,023 New
HCC
208
Hirtle Callaghan & Co
Pennsylvania
$589K -$583K – –
MA
209
Mutual Advisors
Nebraska
$588K +$70.8K +3,104 +14%
AWM
210
AE Wealth Management
Kansas
$588K +$118K +5,147 +25%
PV
211
Private Vista
Illinois
$583K -$121K -5,292 -17%
SWP
212
Stratos Wealth Partners
Ohio
$556K -$234K -10,264 -30%
SPC
213
Sigma Planning Corp
Michigan
$551K -$100K -4,380 -15%
Simplex Trading
214
Simplex Trading
Illinois
$546K +$546K +23,951 New
Creative Planning
215
Creative Planning
Kansas
$541K -$130K -5,708 -19%
PAS
216
Partnervest Advisory Services
California
$539K -$89.1K -3,906 -14%
H
217
Hexavest
Quebec, Canada
$518K – – –
IFA
218
Interactive Financial Advisors
Illinois
$517K +$139K +6,108 +37%
MCM
219
Mainstay Capital Management
Michigan
$511K +$216K +9,485 +73%
IWC
220
Integrated Wealth Concepts
Massachusetts
$509K -$191K -8,367 -27%
PFA
221
Paradigm Financial Advisors
Missouri
$504K +$10.3K +452 +2%
MWM
222
McNaughton Wealth Management
California
$489K +$489K +21,369 New
TC
223
Telemus Capital
Michigan
$483K +$483K +21,159 New
BRWA
224
B. Riley Wealth Advisors
Florida
$481K +$72.1K +3,155 +18%
AssetMark Inc
225
AssetMark Inc
California
$455K +$66.2K +2,900 +17%
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