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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

254 hedge funds and large institutions have $2.75B invested in Invesco Senior Loan ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-15
Holders Change %
-5.58%
% of All Funds
7.1%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.53%
New
22
Increased
63
Reduced
135
Closed
34
Calls
–
Puts
$19.7M
Net Calls
-$19.7M
Net Calls Change
-$1.19M

Top Buyers

1
IA
IndexIQ Advisors
New York
$122M
2
ACM
Aviance Capital Management
Florida
$55.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
$121M
4
JCM
Janney Capital Management
Pennsylvania
$23.6M
5
UBS Group
UBS Group
Switzerland
$210M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$193M
2
Franklin Resources
Franklin Resources
California
$83.7M
3
Morgan Stanley
Morgan Stanley
New York
$132M
4
Bank of America
Bank of America
North Carolina
$87.7M
5
HI
Horizon Investments
North Carolina
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
226
Woodmont Investment Counsel
Tennessee
$95K -$24.1K -1,040 -20%
CIM
227
Cambria Investment Management
California
$84K +$161 +7 +0.2%
APSP
228
Asset Planning Services (Pennsylvania)
Pennsylvania
$81K -$30K -1,295 -27%
NFG
229
Next Financial Group
Texas
$79K -$77.6K -3,400 -50%
CFN
230
Cordasco Financial Network
Florida
$72K – – –
WRM
231
Westport Resources Management
Connecticut
$60K +$69 +3 +0.1%
IWM
232
Integrated Wealth Management
California
$51K – – –
GWM
233
Gupta Wealth Management
California
$48K -$1.08M -47,061 -96%
AIM
234
Arcadia Investment Management
Michigan
$46K – – –
FNBT
235
FineMark National Bank & Trust
Florida
$41K – – –
MA
236
MUFG Americas
New York
$35K +$14.6K +637 +71%
AIP
237
Ameritas Investment Partners
Nebraska
$32K -$29.5K -1,290 -48%
BWA
238
Burt Wealth Advisors
Maryland
$32K – – –
BCM
239
Brookstone Capital Management
Illinois
$27K -$2.84M -122,947 -99%
FHA
240
First Horizon Advisors
Tennessee
$27K -$9K -400 -25%
MWP
241
MYCIO Wealth Partners
Pennsylvania
$22K +$22K +961 New
ASN
242
Advisory Services Network
Georgia
$21K -$204K -8,634 -91%
HI
243
Hudock Inc
Pennsylvania
$19K – – –
DBT
244
Dubuque Bank & Trust
Iowa
$16K +$16K +700 New
PAI
245
Pittenger & Anderson Inc
Nebraska
$15K +$15K +670 New
HCM
246
Highlander Capital Management
New Jersey
$6K – – –
S
247
SignatureFD
Georgia
$6K +$6K +253 New
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$5K -$6.01K -273 -55%
HA
249
Harfst & Associates
Wyoming
$5K – – –
KIG
250
Kessler Investment Group
Indiana
$5K +$5K +230 New
8 9
10
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