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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

291 hedge funds and large institutions have $3.69B invested in Invesco Senior Loan ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 152 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+18
Holders Change %
+6.59%
% of All Funds
8.41%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.1%
New
37
Increased
152
Reduced
67
Closed
16
Calls
–
Puts
$3.04M
Net Calls
-$3.04M
Net Calls Change
-$1.78M

Top Buyers

1
AB
Aozora Bank
Japan
$299M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
3
Goldman Sachs
Goldman Sachs
New York
$260M
4
ACM
Aviance Capital Management
Florida
$60.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$64.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$124M
2
HCM
Hilton Capital Management
New York
$27.8M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$143M
4
BCM
Bluefin Capital Management
New York
$65.5M
5
MM
Main Management
California
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSC
276
Prentiss Smith & Co
Vermont
$31K +$31K +1,250 New
WTB
277
Washington Trust Bank
Washington
$28K +$28K +1,125 New
JFGIW
278
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K – – –
GGPS
279
Gary Goldberg Planning Services
New York
$25K +$25K +1,000 New
IFA
280
Interactive Financial Advisors
Illinois
$21K +$21K +833 New
MA
281
MUFG Americas
New York
$20K +$8.98K +356 +81%
WRM
282
Westport Resources Management
Connecticut
$15K +$75 +3 +0.5%
LNB
283
Ledyard National Bank
$12K – – –
BBHC
284
Brown Brothers Harriman & Co
New York
$11K +$11K +448 New
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$9K -$3.06K -127 -25%
HCM
286
Highlander Capital Management
New Jersey
$7.44K – – –
BOK
287
Bank of Kentucky
Kentucky
$7K +$7K +301 New
Canada Life
288
Canada Life
Manitoba, Canada
$4K +$4K +180 New
FBT
289
Founders Bank & Trust
Michigan
$2K – – –
TF
290
Trutina Financial
Washington
$2K +$2K +100 New
KCPG
291
Kavar Capital Partners Group
Kansas
$1K +$1K +62 New
FFS
292
Founders Financial Securities
Maryland
$361 -$119 -4,813 -25%
NA
293
Nottingham Advisors
New York
– -$11.6M -464,428 Closed
CFC
294
Coyle Financial Counsel
Illinois
– -$8.12M -326,162 Closed
VIA
295
Virtus Investment Advisers
Connecticut
– -$6M -241,310 Closed
NYLIM
296
New York Life Investment Management
New York
– -$3.93M -158,098 Closed
DDPIC
297
Deroy & Devereaux Private Investment Counsel
Michigan
– -$2.74M -110,050 Closed
PC
298
Permanens Capital
New York
– -$2.51M -101,000 Closed
SI
299
Stephens Inc
Arkansas
– -$924K -37,122 Closed
CTA
300
Chesley Taft & Associates
Illinois
– -$728K -29,275 Closed
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