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.

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

Top Sellers

1
NSLI
1
Nan Shan Life Insurance
Taiwan
$105M
2
WAMC
2
Western Asset Management Company
California
$15.9M
3
GC
3
Guggenheim Capital
Illinois
$34.7M
4
PI
4
PineBridge Investments
New York
$54.7M
5
CI
5
Conning Inc
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$438M 19,111,969 +4,888,763 +34%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$377M 16,444,585 +6,720,163 +69%
AB
3
Aozora Bank
Japan
$330M 14,410,000 – –
CSIA
4
Charles Schwab Investment Advisory
California
$330M 14,392,586 +3,588,875 +33%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$322M 14,048,594 +205,550 +1%
Ameriprise
6
Ameriprise
Minnesota
$219M 9,583,154 +493,776 +5%
Mitsubishi UFJ Trust & Banking
7
Mitsubishi UFJ Trust & Banking
Japan
$218M 9,500,000 – –
Morgan Stanley
8
Morgan Stanley
New York
$174M 7,584,433 -467,249 -6%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$172M 7,504,428 -267,995 -3%
MFM
10
MD Financial Management
Ontario, Canada
$160M 6,993,882 +1,028,586 +17%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$157M 6,834,585 +4,966,478 +266%
Bank of America
12
Bank of America
North Carolina
$132M 5,766,011 -2,043,597 -26%
NSLI
13
Nan Shan Life Insurance
Taiwan
$105M 4,599,405 -6,218,182 -57%
Invesco
14
Invesco
Georgia
$95.9M 4,188,035 -1,226,672 -23%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$80.9M 3,534,033 +1,227,735 +53%
Franklin Resources
16
Franklin Resources
California
$77.4M 3,379,835 +3,379,835 New
Wells Fargo
17
Wells Fargo
California
$74.2M 3,239,072 +98,833 +3%
UBS Group
18
UBS Group
Switzerland
$66.6M 2,906,717 -416,662 -13%
IA
19
IndexIQ Advisors
New York
$60.1M 2,622,309 +469,784 +22%
Financial Engines Advisors
20
Financial Engines Advisors
California
$58.1M 2,536,209 +483,076 +24%
BIAS
21
Beacon Investment Advisory Services
New Jersey
$57.1M 2,491,539 +116,914 +5%
PI
22
PineBridge Investments
New York
$54.7M 2,389,135 -2,221,467 -48%
GC
23
Grimes & Company
Massachusetts
$54.7M 2,388,257 +81,446 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$50.8M 2,217,020 +213,621 +11%
LPL Financial
25
LPL Financial
California
$46.5M 2,031,894 +53,962 +3%
1
2 3 4 5