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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

276 hedge funds and large institutions have $2.89B invested in Invesco Senior Loan ETF in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
7.36%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.59%
New
43
Increased
91
Reduced
113
Closed
39
Calls
–
Puts
$33.4M
Net Calls
-$33.4M
Net Calls Change
-$5.92M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$53.3M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$125M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$52.5M
4
UBS Group
UBS Group
Switzerland
$199M
5
AssetMark Inc
AssetMark Inc
California
$43.2M

Top Sellers

1
AB
Aozora Bank
Japan
$96.4M
2
ACM
Aviance Capital Management
Florida
$62.2M
3
Barclays
Barclays
United Kingdom
$0
4
IA
IndexIQ Advisors
New York
$103M
5
EWA
EP Wealth Advisors
California
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Covington Investment Advisors
Pennsylvania
$249K -$5.78K -240 -2%
BTNA
227
Bremer Trust National Association
Minnesota
$245K +$245K +10,177 New
AL
228
Aspiriant LLC
California
$241K -$73.1K -3,028 -23%
UMA
229
USA Mutuals Advisors
Texas
$241K – – –
BWA
230
Burt Wealth Advisors
Maryland
$223K – – –
SIA
231
Stancorp Investment Advisers
Oregon
$216K +$31.1K +1,289 +17%
SAM
232
SignalPoint Asset Management
Missouri
$212K -$18.8K -777 -8%
JC
233
Jacobs & Co
California
$201K +$201K +8,365 New
RFC
234
Regions Financial Corp
Alabama
$200K +$200K +8,318 New
GWA
235
Genesis Wealth Advisors
Massachusetts
$193K – – –
SIG
236
Stanford Investment Group
California
$188K – – –
IFA
237
Interactive Financial Advisors
Illinois
$179K +$66.4K +2,749 +59%
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172K -$150K -6,213,642 -47%
NFG
239
Next Financial Group
Texas
$165K +$71.5K +2,975 +77%
US Bancorp
240
US Bancorp
Minnesota
$163K +$17.1K +712 +12%
SAM
241
Stringer Asset Management
Tennessee
$156K +$52.8K +2,194 +51%
CCA
242
Catalyst Capital Advisors
New York
$132K -$290K -12,075 -69%
AllianceBernstein
243
AllianceBernstein
Tennessee
$119K +$102K +4,232 +611%
WCM
244
Wealthcare Capital Management
Virginia
$118K +$15.8K +657 +15%
Citadel Advisors
245
Citadel Advisors
Florida
$116K -$563K -23,399 -83%
CFN
246
Cordasco Financial Network
Florida
$114K -$4.93K -205 -4%
BC
247
Bartlett & Co
Ohio
$99K – – –
WP
248
WealthPLAN Partners
Nebraska
$99K +$99K +4,100 New
AIP
249
Ameritas Investment Partners
Nebraska
$64K -$20.9K -880 -25%
CG
250
Colony Group
Massachusetts
$58K -$541K -22,401 -90%
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