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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

266 hedge funds and large institutions have $3.25B invested in Invesco Senior Loan ETF in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 31 closing their positions.

Holders
266
Holders Change
-15
Holders Change %
-5.34%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.67%
New
19
Increased
107
Reduced
104
Closed
31
Calls
–
Puts
$58.1M
Net Calls
-$58.1M
Net Calls Change
-$54.7M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$169M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$57.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$217M
4
DFG
4
Delphi Financial Group
Delaware
$28.7M
5
QI
5
QS Investors
New York
$103M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$19.8M
2
BCM
2
Bluefin Capital Management
New York
$14.5M
3
LPL Financial
3
LPL Financial
California
$53.3M
4
U
4
UBS
Switzerland
$184M
5
HCM
5
Hilton Capital Management
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Hilton Capital Management
New York
$25.9M -$32.9M – –
HF
27
Hoxton Financial
West Virginia
$24.2M +$1.03M +42,556 +4%
GI
28
Gradient Investments
Minnesota
$23.6M +$3.16M +130,185 +15%
MM
29
Main Management
California
$23.4M +$5.4M +222,592 +30%
SMA
30
Simply Money Advisors
Ohio
$23.3M -$21.7M -894,373 -48%
B
31
Baird
Wisconsin
$23.1M +$3.67M +151,217 +19%
BCMO
32
Buckingham Capital Management (Ohio)
Ohio
$20.8M +$1.75M +71,870 +9%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$19.8M -$119M -4,885,363 -86%
WF
34
Welch & Forbes
Massachusetts
$19.1M +$576K +23,733 +3%
11A
35
10-15 Associates
New York
$17.8M +$459K +18,890 +3%
EA
36
Evanston Advisors
Illinois
$16.5M +$677K +27,903 +4%
MPWT
37
MassMutual Private Wealth & Trust
Connecticut
$15.7M +$2.1M +86,390 +15%
BlackRock
38
BlackRock
New York
$15.2M -$4.91M -202,190 -24%
Citigroup
39
Citigroup
New York
$14.7M +$1.77M +72,848 +14%
K
40
Kemper
Illinois
$14.6M – – –
BCM
41
Bluefin Capital Management
New York
$14.5M -$45.5M -1,875,100 -76%
CS
42
Credit Suisse
Switzerland
$13M +$2.3M +94,659 +21%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$12M +$680K +28,015 +6%
BWAM
44
Boyd Watterson Asset Management
Ohio
$11.9M +$1.75M +72,257 +17%
3AM
45
3D Asset Management
Connecticut
$11.4M +$683K +28,118 +6%
Mariner
46
Mariner
Kansas
$11.2M -$5.97M -245,988 -35%
JIP
47
Jaffetilchin Investment Partners
Florida
$10.6M +$602K +24,774 +6%
WCM
48
Windham Capital Management
Massachusetts
$10.5M +$172K +7,081 +2%
PP
49
Palladium Partners
Virginia
$10.4M -$188K -7,760 -2%
NEAM
50
New England Asset Management
Connecticut
$9.68M +$2.2M +90,500 +29%
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