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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 %
AIP
251
Ameritas Investment Partners
Nebraska
$85K +$85K +3,570 New
FHA
252
First Horizon Advisors
Tennessee
$82K -$1.15M -48,223 -93%
PSI
253
Pinnacle Summer Investments
Virginia
$82K – – –
TSW
254
Thompson Siegel & Walmsley
Virginia
$72K -$480K -20,000 -87%
PWM
255
ParenteBeard Wealth Management
Pennsylvania
$49.8K +$49.8K +1,197 New
OAJ
256
Ogorek Anthony Joseph
New York
$48K +$48K +1,994 New
BPBT
257
Boston Private Bank & Trust
Massachusetts
$48K +$48K +2,000 New
BWA
258
Burt Wealth Advisors
Maryland
$34K +$34K +1,400 New
JWA
259
JFS Wealth Advisors
Pennsylvania
$31K +$655 +27 +2%
First Manhattan
260
First Manhattan
New York
$28K -$27.9K -1,200 -50%
MA
261
MUFG Americas
New York
$19K +$3.08K +131 +19%
GGPS
262
Gary Goldberg Planning Services
New York
$17K – – –
AllianceBernstein
263
AllianceBernstein
Tennessee
$17K +$3.39K +138 +25%
WRM
264
Westport Resources Management
Connecticut
$15K +$74 +3 +0.5%
CFSG
265
Community Financial Services Group
Vermont
$15K +$15K +625 New
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$14K +$11.8K +475 +540%
Thrivent Financial for Lutherans
267
Thrivent Financial for Lutherans
Minnesota
$12K -$6K -250 -33%
PIA
268
Peachtree Investment Advisors
Georgia
$11K +$2.27K +95 +26%
JIC
269
Joel Isaacson & Co
New York
$11K +$11K +474 New
RMAM
270
Raab & Moskowitz Asset Management
New Jersey
$10K +$10K +400 New
BRWA
271
B. Riley Wealth Advisors
Florida
$9.9K +$3.86K +32,722 +64%
VAM
272
Visionary Asset Management
Texas
$8K -$4.14K -178 -34%
HCM
273
Highlander Capital Management
New Jersey
$7K – – –
FANJ
274
Financial Architects (New Jersey)
New Jersey
$6K +$6K +230 New
CHC
275
City Holding Co
West Virginia
$2K – – –
9 10
11
12 13