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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SMA
26
Simply Money Advisors
Ohio
$22.9M 950,945 -8,499 -0.9%
B
27
Baird
Wisconsin
$22.8M 949,198 -3,666 -0.4%
CNB
28
City National Bank
California
$22.7M 945,274 -702,122 -43%
EWA
29
EP Wealth Advisors
California
$21.1M 875,985 +863,285 +6,798%
BCMO
30
Buckingham Capital Management (Ohio)
Ohio
$20.7M 860,462 +3,601 +0.4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$19.7M 820,789 -261,750 -24%
HF
32
Hoxton Financial
West Virginia
$19.3M 803,158 -192,198 -19%
WF
33
Welch & Forbes
Massachusetts
$18.8M 780,673 -7,225 -0.9%
BWM
34
Braver Wealth Management
Massachusetts
$18.6M 775,221 +775,221 New
AssetMark Inc
35
AssetMark Inc
California
$18M 748,492 +522,440 +231%
11A
36
10-15 Associates
New York
$17.7M 737,147 +2,996 +0.4%
EA
37
Evanston Advisors
Illinois
$16.2M 672,079 -6,681 -1%
SB
38
Suntrust Banks
Georgia
$15.6M 650,500 +305,916 +89%
MG
39
Mather Group
Illinois
$15.5M 644,298 -628,281 -49%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$14.4M 600,732 +497,007 +479%
K
41
Kemper
Illinois
$14.4M 600,000 – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$14.2M 591,328 +95,438 +19%
Citigroup
43
Citigroup
New York
$13.1M 546,040 -60,948 -10%
3AM
44
3D Asset Management
Connecticut
$12.7M 530,529 +61,922 +13%
BWAM
45
Boyd Watterson Asset Management
Ohio
$11.6M 484,659 -4,169 -0.9%
BOTW
46
Bank of the West
California
$11.2M 468,141 +468,141 New
MC
47
Muzinich & Co
New York
$11.2M 467,425 +467,425 New
CS
48
Credit Suisse
Switzerland
$10.9M 453,435 -81,756 -15%
PP
49
Palladium Partners
Virginia
$10.2M 426,195 -3,900 -0.9%
NEAM
50
New England Asset Management
Connecticut
$9.58M 398,500 – –
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