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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

276 hedge funds and large institutions have $2.89B invested in Invesco Senior Loan ETF in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 39 closing their positions.

Holders
276
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
7.36%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.59%
New
43
Increased
91
Reduced
113
Closed
39
Calls
–
Puts
$33.4M
Net Calls
-$33.4M
Net Calls Change
-$5.92M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.3M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$125M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$52.5M
4
UBS Group
4
UBS Group
Switzerland
$199M
5
AssetMark Inc
5
AssetMark Inc
California
$43.2M

Top Sellers

1
AB
1
Aozora Bank
Japan
$96.4M
2
ACM
2
Aviance Capital Management
Florida
$62.2M
3
Barclays
3
Barclays
United Kingdom
$0
4
IA
4
IndexIQ Advisors
New York
$103M
5
EWA
5
EP Wealth Advisors
California
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
JCM
26
Janney Capital Management
Pennsylvania
$25M 1,036,327 +1,036,327 New
MM
27
Main Management
California
$24.3M 1,008,400 – –
SMA
28
Simply Money Advisors
Ohio
$23.2M 962,763 +11,818 +1%
B
29
Baird
Wisconsin
$22.9M 949,215 +17 +0%
PI
30
PineBridge Investments
New York
$22.4M 931,889 -427,780 -31%
CNB
31
City National Bank
California
$22.3M 926,806 -18,468 -2%
BCMO
32
Buckingham Capital Management (Ohio)
Ohio
$20.6M 854,415 -6,047 -0.7%
HI
33
Horizon Investments
North Carolina
$20.4M 844,737 +844,737 New
NSLI
34
Nan Shan Life Insurance
Taiwan
$20M 830,738 +830,738 New
DT
35
Diversified Trust
Tennessee
$20M 828,800 +828,800 New
WF
36
Welch & Forbes
Massachusetts
$18.2M 755,793 -24,880 -3%
11A
37
10-15 Associates
New York
$18.1M 751,503 +14,356 +2%
BWM
38
Braver Wealth Management
Massachusetts
$18.1M 749,745 -25,476 -3%
EA
39
Evanston Advisors
Illinois
$17.4M 723,421 +51,342 +8%
MG
40
Mather Group
Illinois
$16M 665,935 +21,637 +3%
K
41
Kemper
Illinois
$14.5M 600,000 – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$13.9M 578,234 +567,788 +5,435%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$13.3M 550,934 -40,394 -7%
3AM
44
3D Asset Management
Connecticut
$12.9M 534,412 +3,883 +0.7%
BOTW
45
Bank of the West
California
$12.4M 513,241 +45,100 +10%
BWAM
46
Boyd Watterson Asset Management
Ohio
$12.4M 513,100 +28,441 +6%
CS
47
Credit Suisse
Switzerland
$12M 497,701 +44,266 +10%
TA
48
Teachers Advisors
New York
$11.4M 474,269 +474,269 New
AP
49
AHL Partners
United Kingdom
$11.3M 470,198 +470,198 New
Citigroup
50
Citigroup
New York
$10.9M 451,192 -94,848 -17%
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