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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in Invesco Senior Loan ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+28
Holders Change %
+12.84%
% of All Funds
7.98%
Holding in Top 10
33
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+50%
% of All Funds
1.07%
New
44
Increased
134
Reduced
44
Closed
13
Calls
–
Puts
$1.91M
Net Calls
-$1.91M
Net Calls Change
-$416K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$186M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$82M
3
Goldman Sachs
3
Goldman Sachs
New York
$157M
4
AssetMark Inc
4
AssetMark Inc
California
$34M
5
Wells Fargo
5
Wells Fargo
California
$189M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.92M
2
HIM
2
Hanlon Investment Management
New Jersey
$0
3
GCM
3
Graham Capital Management
Connecticut
$2.92M
4
BTS
4
BB&T Securities
Virginia
$41.3M
5
HCM
5
Hengehold Capital Management
Ohio
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
226
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102K 4,139,969 +4,110,799 +14,093%
MFBTD
227
MB Financial Bank - Trust Department
Illinois
$99K 4,000 +4,000 New
JFA
228
JNBA Financial Advisors
Minnesota
$78K 3,168 +3,168 New
OAM
229
Orinda Asset Management
California
$64K 2,581 – –
Bessemer Group
230
Bessemer Group
New Jersey
$62K 2,500 -32,200 -93%
Creative Planning
231
Creative Planning
Kansas
$42K 1,685 +432 +34%
FAM
232
Formidable Asset Management
Ohio
$36K 1,450 +1,450 New
US Bancorp
233
US Bancorp
Minnesota
$33K 1,337 +858 +179%
CTC
234
Central Trust Company
Missouri
$30K 1,196 +668 +127%
WF
235
WealthTrust Fairport
Ohio
$17K 700 – –
HI
236
Hudock Inc
Pennsylvania
$17K 679 +292 +75%
Northern Trust
237
Northern Trust
Illinois
$17K 68,611 +42,611 +164%
WRM
238
Westport Resources Management
Connecticut
$15K 600 +300 +100%
FBT
239
Founders Bank & Trust
Michigan
$12K 485 -600 -55%
LNB
240
Ledyard National Bank
$12K 470 – –
MAS
241
Madden Advisory Services
Florida
$11K 435 – –
AA
242
Apriem Advisors
California
$9K 345 +345 New
HCM
243
Highlander Capital Management
New Jersey
$7.4K 300 – –
CEMP
244
Compass Efficient Model Portfolios
Tennessee
$6K 225 – –
FANJ
245
Financial Architects (New Jersey)
New Jersey
$6K 230 +230 New
MA
246
MCF Advisors
Kentucky
$5K 209 +209 New
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$3K 119 +119 New
HIM
248
Hanlon Investment Management
New Jersey
– – -788,876 Closed
NCM
249
Newgate Capital Management
Connecticut
– – -561,438 Closed
AGA
250
Accuvest Global Advisors
Utah
– – -165,645 Closed
7 8 9
10
11