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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

277 hedge funds and large institutions have $2.96B invested in Invesco Senior Loan ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+11
Holders Change %
+4.14%
% of All Funds
7.39%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.75%
New
56
Increased
74
Reduced
127
Closed
39
Calls
–
Puts
$27.4M
Net Calls
-$27.4M
Net Calls Change
+$30.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$260M
2
IA
2
IndexIQ Advisors
New York
$126M
3
PI
3
PineBridge Investments
New York
$32.7M
4
Barclays
4
Barclays
United Kingdom
$26.1M
5
EWA
5
EP Wealth Advisors
California
$21.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$95.1M
2
Franklin Resources
2
Franklin Resources
California
$83.5M
3
EC
3
Everest Capital
Florida
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.4M
5
HCM
5
Hilton Capital Management
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Covington Investment Advisors
Pennsylvania
$254K -$3.36K -140 -1%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$251K -$7.23M -300,881 -97%
BHBT
228
Burke & Herbert Bank & Trust
Virginia
$250K +$33.7K +1,400 +16%
FF
229
Friedenthal Financial
New Jersey
$249K +$32.8K +1,361 +15%
ECM
230
Evergreen Capital Management
Washington
$246K – – –
UMA
231
USA Mutuals Advisors
Texas
$240K +$240K +10,000 New
LA
232
LVW Advisors
New York
$240K +$240K +10,000 New
SAM
233
SignalPoint Asset Management
Missouri
$230K +$1.52K +63 +0.7%
CAM
234
Concorde Asset Management
Michigan
$208K +$208K +8,630 New
Rafferty Asset Management
235
Rafferty Asset Management
New York
$205K +$205K +8,528 New
BA
236
BlackRock Advisors
Delaware
$195K – – –
GWA
237
Genesis Wealth Advisors
Massachusetts
$193K +$193K +8,000 New
SIG
238
Stanford Investment Group
California
$187K +$187K +7,800 New
SIA
239
Stancorp Investment Advisers
Oregon
$184K +$184K +7,657 New
US Bancorp
240
US Bancorp
Minnesota
$146K -$276K -11,471 -65%
Bessemer Group
241
Bessemer Group
New Jersey
$142K +$82.1K +3,426 +137%
GWS
242
Glassman Wealth Services
Virginia
$132K +$132K +5,500 New
CFN
243
Cordasco Financial Network
Florida
$119K -$2.05K -85 -2%
IFA
244
Interactive Financial Advisors
Illinois
$112K +$2.64K +110 +2%
SAM
245
Stringer Asset Management
Tennessee
$103K +$1.15K +48 +1%
WCM
246
Wealthcare Capital Management
Virginia
$102K -$7.57K -315 -7%
BC
247
Bartlett & Co
Ohio
$98K -$16.1K -670 -14%
WTC
248
WhitTier Trust Company
Nevada
$96K – – –
NFG
249
Next Financial Group
Texas
$93K -$224K -9,349 -71%
CIM
250
Cambria Investment Management
California
$90K +$90K +3,728 New
8 9
10
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