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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

260 hedge funds and large institutions have $2.7B invested in Invesco Senior Loan ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
260
Holders Change
–
Holders Change %
0%
% of All Funds
6.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
65
Reduced
119
Closed
35
Calls
–
Puts
$24.8M
Net Calls
-$24.8M
Net Calls Change
-$486K

Top Buyers

1
CGI
1
CI Global Investments
California
$46.5M
2
BCC
2
Bain Capital Credit
Massachusetts
$41M
3
BIT
3
BlackRock Institutional Trust
California
$32.4M
4
CS
4
Credit Suisse
Switzerland
$29.4M
5
BlackRock
5
BlackRock
New York
$19.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$76.5M
2
HMC
2
Harvard Management Company
Massachusetts
$0
3
IA
3
IndexIQ Advisors
New York
$176M
4
WTB
4
Washington Trust Bank
Washington
$0
5
LPL Financial
5
LPL Financial
California
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
226
Carroll Financial Associates
North Carolina
$122K 5,398 +1,600 +42%
WIC
227
Woodmont Investment Counsel
Tennessee
$105K 4,633 -1,250 -21%
CLOS
228
Compagnie Lombard Odier SCmA
Switzerland
$100K 4,410 – –
KF
229
Krilogy Financial
Missouri
$90K 3,957 -406 -9%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$85K 3,743 -4,748 -56%
BC
231
Bartlett & Co
Ohio
$83K 3,665 -800 -18%
BC
232
Barnett & Company
Tennessee
$82K 3,590 +3,590 New
NR
233
Newfound Research
Massachusetts
$77K 3,408 +674 +25%
MACF
234
Margaret A Cargill Foundation
Minnesota
$75K 3,315 -90,535 -96%
HPBT
235
High Point Bank & Trust
North Carolina
$74K 3,273 -1,012 -24%
CFN
236
Cordasco Financial Network
Florida
$62K 2,730 -390 -13%
ASN
237
Advisory Services Network
Georgia
$57K 2,493 +899 +56%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$55K 2,434 +2,434 New
FHA
239
First Horizon Advisors
Tennessee
$54K 2,400 +2,400 New
NFG
240
Next Financial Group
Texas
$52K 2,304 -155 -6%
IWM
241
Integrated Wealth Management
California
$50K 2,208 – –
WT
242
Whittier Trust
California
$50K 2,182 +2,182 New
KFA
243
Kelleher Financial Advisors
New York
$49K 2,160 +2,160 New
TFA
244
Transamerica Financial Advisors
Florida
$47K 2,058 +1,464 +246%
AIM
245
Arcadia Investment Management
Michigan
$45K 2,000 – –
PCIG
246
Partners Capital Investment Group
Massachusetts
$45K 1,966 +22 +1%
Creative Planning
247
Creative Planning
Kansas
$43K 1,890 +169 +10%
CFS
248
Commonwealth Financial Services
West Virginia
$36K 1,568 – –
MA
249
MUFG Americas
New York
$35K 1,528 – –
BWA
250
Burt Wealth Advisors
Maryland
$32K 1,400 – –
8 9
10
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