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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

254 hedge funds and large institutions have $2.75B invested in Invesco Senior Loan ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 135 reducing their positions, and 34 closing their positions.

Holders
254
Holders Change
-15
Holders Change %
-5.58%
% of All Funds
7.1%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.53%
New
22
Increased
63
Reduced
135
Closed
34
Calls
–
Puts
$19.7M
Net Calls
-$19.7M
Net Calls Change
-$1.19M

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$122M
2
ACM
2
Aviance Capital Management
Florida
$55.1M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$121M
4
JCM
4
Janney Capital Management
Pennsylvania
$23.6M
5
UBS Group
5
UBS Group
Switzerland
$210M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$193M
2
Franklin Resources
2
Franklin Resources
California
$83.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$132M
4
Bank of America
4
Bank of America
North Carolina
$87.7M
5
HI
5
Horizon Investments
North Carolina
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$22.6M +$8.13M +351,104 +56%
SMA
27
Simply Money Advisors
Ohio
$22.4M +$139K +6,052 +0.6%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$21M -$561K -24,365 -3%
WCM
29
Windham Capital Management
Massachusetts
$20.3M -$6.11M -265,356 -23%
EMA
30
Efficient Market Advisors
California
$19.9M +$1.12M +48,423 +6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$18.8M -$14.3M -622,379 -43%
Federated Hermes
32
Federated Hermes
Pennsylvania
$18.4M +$3.46M +150,000 +23%
EA
33
Evanston Advisors
Illinois
$16.8M -$186K -8,066 -1%
UIC
34
Uniplan Investment Counsel
Wisconsin
$16.1M -$1.23M -53,208 -7%
WF
35
Welch & Forbes
Massachusetts
$15.9M -$323K -14,010 -2%
MNA
36
Manning & Napier Advisors
New York
$15.9M -$16.4M – –
VC
37
Vicus Capital
Pennsylvania
$14.8M +$381K +9,861 +3%
BCMO
38
Buckingham Capital Management (Ohio)
Ohio
$14.6M -$4.41M -191,214 -23%
3AM
39
3D Asset Management
Connecticut
$13M +$375K +16,297 +3%
WI
40
Wafra Inc
New York
$12.7M – – –
BWAM
41
Boyd Watterson Asset Management
Ohio
$11M -$369K -15,996 -3%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$10.8M -$2.73M -118,543 -20%
DADC
43
D.A. Davidson & Co
Montana
$10.8M +$1.12M +48,808 +12%
Citigroup
44
Citigroup
New York
$10.3M -$272K -11,807 -3%
UCFA
45
United Capital Financial Advisors
Texas
$9.51M +$3.63M +157,456 +62%
NEAM
46
New England Asset Management
Connecticut
$9.44M +$207K +9,000 +2%
GI
47
Gradient Investments
Minnesota
$9.01M +$139K +6,052 +2%
BFG
48
Beacon Financial Group
Texas
$8.82M -$203K -8,795 -2%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$8.82M -$9.83M -426,771 -53%
BOTW
50
Bank of the West
California
$8.79M -$2.27M -98,698 -21%
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