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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 %
BOK
276
Bank of Kentucky
Kentucky
$7K – – –
AllianceBernstein
277
AllianceBernstein
Tennessee
$7K +$7K +295 New
FANJ
278
Financial Architects (New Jersey)
New Jersey
$6K +$6K +230 New
Canada Life
279
Canada Life
Manitoba, Canada
$4K – – –
FBT
280
Founders Bank & Trust
Michigan
$2K – – –
RFA
281
Reilly Financial Advisors
California
$2K +$2K +80 New
CHC
282
City Holding Co
West Virginia
$2K +$2K +100 New
TRCT
283
Tower Research Capital (TRC)
New York
$2K +$2K +100 New
WA
284
WealthTrust-Arizona
Arizona
$1K +$1K +38 New
ARC
285
Absolute Return Capital
Massachusetts
– -$21.7M -875,258 Closed
PWAG
286
Polaris Wealth Advisory Group
California
– -$19.1M -769,431 Closed
RIG
287
RiverFront Investment Group
Virginia
– -$16.5M -665,934 Closed
PI
288
PineBridge Investments
New York
– -$16M -643,000 Closed
LG
289
Leuthold Group
Minnesota
– -$6.79M -273,520 Closed
Fidelity Investments
290
Fidelity Investments
Massachusetts
– -$6.65M -268,058 Closed
LPT
291
Legacy Private Trust
Wisconsin
– -$6.16M -248,222 Closed
LA
292
Leonetti & Associates
Illinois
– -$5.59M -225,368 Closed
BAAM
293
Baker Avenue Asset Management
California
– -$3.49M -140,694 Closed
TCM
294
Telos Capital Management
California
– -$2.73M -110,205 Closed
CFS
295
Community Financial System
New York
– -$2.61M -105,287 Closed
NCM
296
Newgate Capital Management
Connecticut
– -$2.6M -104,726 Closed
Mirae Asset Global Investments
297
Mirae Asset Global Investments
South Korea
– -$2.51M -101,069 Closed
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
– -$1.79M -68,960 Closed
BEC
299
Blue Edge Capital
Virginia
– -$1.36M -54,700 Closed
SWM
300
SVA Wealth Management
Wisconsin
– -$1.23M -49,530 Closed
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