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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

395 hedge funds and large institutions have $5.57B invested in Invesco Senior Loan ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 152 reducing their positions, and 40 closing their positions.

Holders
395
Holders Change
+9
Holders Change %
+2.33%
% of All Funds
9.05%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.69%
New
49
Increased
133
Reduced
152
Closed
40
Calls
$422K
Puts
$36.4M
Net Calls
-$36M
Net Calls Change
-$28.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$135M
2
Ameriprise
2
Ameriprise
Minnesota
$722M
3
SAM
3
Symphony Asset Management
California
$47.3M
4
TNBTD
4
Trustmark National Bank Trust Department
Mississippi
$35M
5
Bank of America
5
Bank of America
North Carolina
$164M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$116M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$53.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$307M
4
KI
4
Koch Industries
Kansas
$4.5M
5
WCM
5
Windham Capital Management
Massachusetts
$537K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$722M 10,342,349 +759,195 +8%
CSIA
2
Charles Schwab Investment Advisory
California
$336M 14,511,674 +119,088 +0.8%
AB
3
Aozora Bank
Japan
$334M 14,410,000 – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$331M 14,276,055 +227,461 +2%
Goldman Sachs
5
Goldman Sachs
New York
$307M 13,264,992 -5,846,977 -31%
Morgan Stanley
6
Morgan Stanley
New York
$204M 8,794,992 +1,210,559 +16%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$179M 7,737,201 +232,773 +3%
Bank of America
8
Bank of America
North Carolina
$164M 7,086,276 +1,320,265 +23%
MFM
9
MD Financial Management
Ontario, Canada
$161M 6,956,150 -37,732 -0.5%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$150M 6,454,872 -379,713 -6%
BlackRock
11
BlackRock
New York
$135M 5,842,321 +4,369,383 +297%
NSLI
12
Nan Shan Life Insurance
Taiwan
$117M 5,028,942 +429,537 +9%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$116M 4,997,257 -11,447,328 -70%
Invesco
14
Invesco
Georgia
$105M 4,548,807 +360,772 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$88.2M 3,807,027 +272,994 +8%
Franklin Resources
16
Franklin Resources
California
$82M 3,537,835 +158,000 +5%
Financial Engines Advisors
17
Financial Engines Advisors
California
$77.2M 3,334,034 +797,825 +31%
Wells Fargo
18
Wells Fargo
California
$69.1M 2,980,862 -258,210 -8%
UBS Group
19
UBS Group
Switzerland
$60.3M 2,601,887 -304,830 -10%
BIAS
20
Beacon Investment Advisory Services
New Jersey
$58.8M 2,537,122 +45,583 +2%
GC
21
Grimes & Company
Massachusetts
$58.1M 2,507,627 +119,370 +5%
IA
22
IndexIQ Advisors
New York
$54.5M 2,352,348 -269,961 -10%
PI
23
PineBridge Investments
New York
$54.3M 2,341,735 -47,400 -2%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$53.3M 2,300,000 -7,200,000 -76%
SAM
25
Symphony Asset Management
California
$47.3M 2,043,313 +2,043,313 New
1
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