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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 %
FBT
276
Founders Bank & Trust
Michigan
$2K – – –
NMIS
277
Northwestern Mutual Investment Services
Wisconsin
$2K +$2K +71 New
W
278
Wealthfront
California
$1K -$1.9K -114 -66%
EC
279
Everest Capital
Florida
– -$35.1M -1,444,000 Closed
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
– -$15.7M -648,322 Closed
BlackRock
281
BlackRock
New York
– -$15.2M -626,810 Closed
BCM
282
Bluefin Capital Management
New York
– -$14.5M -598,792 Closed
JIP
283
Jaffetilchin Investment Partners
Florida
– -$10.6M -435,165 Closed
MMA
284
Miracle Mile Advisors
California
– -$8.97M -369,460 Closed
LIM
285
Longfellow Investment Management
Massachusetts
– -$7.05M -290,413 Closed
Jane Street
286
Jane Street
New York
– -$6.32M -260,237 Closed
IAS
287
IMA Advisory Services
Colorado
– -$3.09M -127,155 Closed
OMC
288
Overbrook Management Corp
New York
– -$2.9M -119,426 Closed
FSA
289
Financial Sense Advisors
California
– -$2.75M -113,340 Closed
KKRC
290
Kohlberg Kravis Roberts & Co
New York
– -$2.11M -86,900 Closed
TC
291
Taylor Cottrill
New Hampshire
– -$1.99M -81,735 Closed
TWM
292
Torch Wealth Management
Ohio
– -$1.97M -80,975 Closed
ADBIC
293
A.D. Beadell Investment Counsel
Wisconsin
– -$1.74M -71,570 Closed
Principal Financial Group
294
Principal Financial Group
Iowa
– -$1.55M -64,000 Closed
RIG
295
Roosevelt Investment Group
New York
– -$1.26M -51,822 Closed
SCM
296
Saba Capital Management
New York
– -$1.05M -43,292 Closed
HCM
297
Harvey Capital Management
Florida
– -$1.02M -41,900 Closed
HFS
298
HL Financial Services
Kentucky
– -$809K -33,306 Closed
AA
299
Ancora Advisors
Ohio
– -$527K -21,687 Closed
SG
300
Swarthmore Group
Pennsylvania
– -$515K -21,200 Closed
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