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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 %
CCS
251
Crosspoint Capital Strategies
California
$3K – – –
FWM
252
Focused Wealth Management
New York
$3K +$3K +149 New
MAS
253
Madden Advisory Services
Florida
$2K -$1.93M -96,450 -100%
CHC
254
City Holding Co
West Virginia
$2K – – –
TFA
255
Transamerica Financial Advisors
Florida
$1K -$16.2K -146 -94%
W
256
Wealthfront
California
$1K – – –
MG
257
Mather Group
Illinois
– -$16M -665,935 Closed
DFG
258
Delphi Financial Group
Delaware
– -$14.3M -603,059 Closed
OMC
259
Overbrook Management Corp
New York
– -$3.55M -149,352 Closed
GWM
260
Graybill Wealth Management
Illinois
– -$2.99M -125,461 Closed
PP
261
Palladium Partners
Virginia
– -$2.7M -113,562 Closed
AP
262
AHL Partners
United Kingdom
– -$2.62M -110,309 Closed
IPC
263
Independent Portfolio Consultants
Florida
– -$1.53M -64,272 Closed
MC
264
Muzinich & Co
New York
– -$1.13M -47,329 Closed
VAM
265
Visionary Asset Management
Texas
– -$1.05M -44,010 Closed
MP
266
Manifold Partners
California
– -$975K -41,000 Closed
NG
267
NatWest Group
United Kingdom
– -$857K -36,033 Closed
NL
268
NWAM LLC
Washington
– -$784K -33,000 Closed
Fidelity Investments
269
Fidelity Investments
Massachusetts
– -$556K -23,359 Closed
ST
270
Spot Trading
Illinois
– -$549K -23,074 Closed
PA
271
Pinnacle Associates
New York
– -$528K -22,198 Closed
TSS
272
Two Sigma Securities
New York
– -$526K -22,118 Closed
AIM
273
Advantage Investment Management
Iowa
– -$506K -21,282 Closed
RA
274
RFG Advisory
Alabama
– -$434K -18,264 Closed
AP
275
Advisors Preferred
Maryland
– -$354K -14,889 Closed
8 9 10
11
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