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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
HCM
2
Hilton Capital Management
New York
$27.8M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$143M
4
BCM
4
Bluefin Capital Management
New York
$65.5M
5
MM
5
Main Management
California
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$25.7M +$1.93M +77,593 +8%
EC
27
Everest Capital
Florida
$25.1M – – –
HF
28
Hoxton Financial
West Virginia
$24.1M +$8.02M +323,193 +50%
ARC
29
Absolute Return Capital
Massachusetts
$21.7M – – –
B
30
Baird
Wisconsin
$21.4M -$835K -33,664 -4%
BlackRock
31
BlackRock
New York
$20.6M -$4.09M -165,000 -17%
Federated Hermes
32
Federated Hermes
Pennsylvania
$19.8M – – –
Mariner
33
Mariner
Kansas
$19.3M +$7.62M +307,207 +65%
PWAG
34
Polaris Wealth Advisory Group
California
$19.1M +$613K +24,725 +3%
Ameriprise
35
Ameriprise
Minnesota
$17.8M +$11.8M +476,846 +198%
BCMO
36
Buckingham Capital Management (Ohio)
Ohio
$17.8M +$2.21M +89,126 +14%
GI
37
Gradient Investments
Minnesota
$17.2M +$3.15M +127,130 +22%
WF
38
Welch & Forbes
Massachusetts
$17.2M +$3.48M +140,175 +25%
MMA
39
Miracle Mile Advisors
California
$16.7M +$16.7M +673,012 New
RIG
40
RiverFront Investment Group
Virginia
$16.5M -$66.4K -2,676 -0.4%
11A
41
10-15 Associates
New York
$16.3M +$205K +8,271 +1%
HI
42
Horizon Investments
North Carolina
$16.3M +$13.8M +554,780 +542%
Franklin Resources
43
Franklin Resources
California
$16.1M – – –
LIM
44
Longfellow Investment Management
Massachusetts
$16.1M +$4.84M +195,000 +43%
EA
45
Evanston Advisors
Illinois
$16.1M +$505K +20,361 +3%
PI
46
PineBridge Investments
New York
$16M +$13.5M +544,928 +556%
K
47
Kemper
Illinois
$14.9M – – –
BTS
48
BB&T Securities
Virginia
$14.7M -$12.7M -51,174 -46%
AssetMark Inc
49
AssetMark Inc
California
$13.8M -$168K -6,789 -1%
CI
50
Cowen Inc
New York
$13.2M – – –
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