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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

281 hedge funds and large institutions have $3.79B invested in Invesco Senior Loan ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 133 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-10
Holders Change %
-3.44%
% of All Funds
8.08%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.95%
New
19
Increased
133
Reduced
95
Closed
29
Calls
–
Puts
$3.38M
Net Calls
-$3.38M
Net Calls Change
-$340K

Top Buyers

1
MG
1
Mather Group
Illinois
$63.9M
2
ACM
2
Aviance Capital Management
Florida
$89.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$142M
4
LPL Financial
4
LPL Financial
California
$94M
5
U
5
UBS
Switzerland
$225M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$86M
2
Goldman Sachs
2
Goldman Sachs
New York
$229M
3
HCM
3
Hilton Capital Management
New York
$32.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$184M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$187K -$125K -5,000 -40%
1IC
252
1919 Investment Counsel
Maryland
$175K +$15K +600 +9%
CFN
253
Cordasco Financial Network
Florida
$137K -$33.6K -1,350 -20%
BFA
254
Beaumont Financial Advisors
Massachusetts
$118K +$118K +4,751 New
WCM
255
Wealthcare Capital Management
Virginia
$113K – – –
MBT
256
Monroe Bank & Trust
Michigan
$110K -$394K -15,887 -78%
WTC
257
WhitTier Trust Company
Nevada
$99K – – –
IFA
258
Interactive Financial Advisors
Illinois
$93K +$72.2K +2,896 +348%
PSI
259
Pinnacle Summer Investments
Virginia
$84K – – –
JFA
260
JNBA Financial Advisors
Minnesota
$79K – – –
EAMA
261
EFG Asset Management (Americas)
Florida
$69K +$5.71K +231 +9%
Citadel Advisors
262
Citadel Advisors
Florida
$64K -$704K -28,197 -92%
OAM
263
Orinda Asset Management
California
$64K – – –
First Manhattan
264
First Manhattan
New York
$59K +$58.9K +2,400 +80,000%
RNS
265
Robert N. Shapiro
$37K +$37K +1,500 New
SCG
266
Strategic Capital Group
Washington
$31K -$3.05M -123,656 -99%
GGPS
267
Gary Goldberg Planning Services
New York
$25K – – –
JFGIW
268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K – – –
VAM
269
Visionary Asset Management
Texas
$20K -$1.84M -75,724 -99%
MA
270
MUFG Americas
New York
$20K +$347 +14 +2%
WRM
271
Westport Resources Management
Connecticut
$15K +$74 +3 +0.5%
CFA
272
Carroll Financial Associates
North Carolina
$15K +$14.5K +564 +2,820%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$13K +$3.47K +136 +36%
BBHC
274
Brown Brothers Harriman & Co
New York
$11K – – –
HCM
275
Highlander Capital Management
New Jersey
$7.46K – – –
9 10
11
12 13