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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

260 hedge funds and large institutions have $2.7B invested in Invesco Senior Loan ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
260
Holders Change
–
Holders Change %
0%
% of All Funds
6.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
65
Reduced
119
Closed
35
Calls
–
Puts
$24.8M
Net Calls
-$24.8M
Net Calls Change
-$486K

Top Buyers

1
CGI
1
CI Global Investments
California
$46.5M
2
BCC
2
Bain Capital Credit
Massachusetts
$41M
3
BIT
3
BlackRock Institutional Trust
California
$32.4M
4
CS
4
Credit Suisse
Switzerland
$29.4M
5
BlackRock
5
BlackRock
New York
$19.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$76.5M
2
HMC
2
Harvard Management Company
Massachusetts
$0
3
IA
3
IndexIQ Advisors
New York
$176M
4
WTB
4
Washington Trust Bank
Washington
$0
5
LPL Financial
5
LPL Financial
California
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
276
Newgate Capital Management
Connecticut
– – -25,901 Closed
BOH
277
Bank of Hawaii
Hawaii
– – -24,620 Closed
CC
278
Curian Capital
Colorado
– – -21,773 Closed
HI
279
Horizon Investments
North Carolina
– – -20,107 Closed
FFS
280
Founders Financial Securities
Maryland
– – -20,107 Closed
HCM
281
Hengehold Capital Management
Ohio
– – -19,833 Closed
AEPG
282
American Economic Planning Group
New Jersey
– – -15,756 Closed
CCS
283
Crosspoint Capital Strategies
California
– – -14,882 Closed
Franklin Resources
284
Franklin Resources
California
– – -11,800 Closed
SFA
285
Sequoia Financial Advisors
Ohio
– – -10,999 Closed
Natixis Advisors
286
Natixis Advisors
Massachusetts
– – -10,946 Closed
BRWM
287
B. Riley Wealth Management
Tennessee
– – -10,575 Closed
UMA
288
USA Mutuals Advisors
Texas
– – -10,000 Closed
PFP
289
Pinnacle Financial Partners
Tennessee
– – -9,715 Closed
RMC
290
Regis Management Company
California
– – -9,290 Closed
Cetera Investment Advisers
291
Cetera Investment Advisers
Illinois
– – -8,943 Closed
AFP
292
Ausdal Financial Partners
Iowa
– – -6,655 Closed
CG
293
Colony Group
Massachusetts
– – -1,700 Closed
WRM
294
Westport Resources Management
Connecticut
– – -625 Closed
RFWA
295
RPg Family Wealth Advisory
Massachusetts
– – -559 Closed
KIG
296
Kessler Investment Group
Indiana
– – -330 Closed
HA
297
Harfst & Associates
Wyoming
– – -238 Closed
CI
298
Cowen Inc
New York
– – – –
PGC
299
Pacific Grove Capital
California
– – – –
ICM
300
Ionic Capital Management
New York
– – – –
9 10 11
12
13