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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

260 hedge funds and large institutions have $2.56B invested in Invesco Senior Loan ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
43
Increased
75
Reduced
113
Closed
34
Calls
$8.53M
Puts
$32.9M
Net Calls
-$24.3M
Net Calls Change
-$4.67M

Top Buyers

1
IA
IndexIQ Advisors
New York
$203M
2
HMC
Harvard Management Company
Massachusetts
$69.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.2M
4
Morgan Stanley
Morgan Stanley
New York
$150M
5
LPL Financial
LPL Financial
California
$43.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$264K
2
WI
WBI Investments
New Jersey
$0
3
Wells Fargo
Wells Fargo
California
$31.5M
4
UBS Group
UBS Group
Switzerland
$169M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
251
Burt Wealth Advisors
Maryland
$31K – – –
LWCFA
252
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K +$26K +1,180 New
HI
253
Hudock Inc
Pennsylvania
$18K – – –
WRM
254
Westport Resources Management
Connecticut
$14K -$44.7K -1,996 -76%
TFA
255
Transamerica Financial Advisors
Florida
$14K +$13.8K +585 +6,500%
RFWA
256
RPg Family Wealth Advisory
Massachusetts
$12.5K +$12.5K +559 New
KIG
257
Kessler Investment Group
Indiana
$7K +$2.12K +100 +43%
S
258
SignatureFD
Georgia
$6K – – –
HA
259
Harfst & Associates
Wyoming
$5K – – –
PSI
260
Pinnacle Summer Investments
Virginia
$3K +$3K +146 New
CHC
261
City Holding Co
West Virginia
$2K – – –
WI
262
WBI Investments
New Jersey
– -$55.4M -2,404,016 Closed
SMA
263
Simply Money Advisors
Ohio
– -$22.4M -970,690 Closed
EA
264
Evanston Advisors
Illinois
– -$16.8M -729,760 Closed
WI
265
Wafra Inc
New York
– -$12.7M -550,000 Closed
MM
266
Main Management
California
– -$7.45M -323,400 Closed
LA
267
Leonetti & Associates
Illinois
– -$6.99M -303,248 Closed
ST
268
Spinnaker Trust
Maine
– -$3.72M -161,508 Closed
BCM
269
Bluefin Capital Management
New York
– -$2.46M -106,868 Closed
BWM
270
Braver Wealth Management
Massachusetts
– -$2.31M -100,130 Closed
1832 Asset Management
271
1832 Asset Management
Ontario, Canada
– -$1.85M -80,000 Closed
B
272
Bailard
California
– -$645K -28,000 Closed
CAM
273
Capstone Asset Management
Texas
– -$623K -27,060 Closed
ACM
274
Ashford Capital Management
Delaware
– -$522K -22,654 Closed
Fidelity International
275
Fidelity International
Bermuda
– -$483K -20,942 Closed
8 9 10
11
12