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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

260 hedge funds and large institutions have $2.56B invested in Invesco Senior Loan ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 34 closing their positions.

Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
43
Increased
75
Reduced
113
Closed
34
Calls
$8.53M
Puts
$32.9M
Net Calls
-$24.3M
Net Calls Change
-$4.67M

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$203M
2
HMC
2
Harvard Management Company
Massachusetts
$69.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$52.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$150M
5
LPL Financial
5
LPL Financial
California
$43.2M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$264K
2
WI
2
WBI Investments
New Jersey
$0
3
Wells Fargo
3
Wells Fargo
California
$31.5M
4
UBS Group
4
UBS Group
Switzerland
$169M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$19M 849,087 -62,346 -7%
EMA
27
Efficient Market Advisors
California
$18.6M 830,017 -31,578 -4%
CFGF
28
Compass Financial Group (Florida)
Florida
$14.4M 143,208 +143,208 New
UIC
29
Uniplan Investment Counsel
Wisconsin
$14M 623,417 -73,054 -10%
JCM
30
Janney Capital Management
Pennsylvania
$13.9M 621,571 -403,014 -39%
WF
31
Welch & Forbes
Massachusetts
$13.8M 615,052 -74,196 -11%
WTB
32
Washington Trust Bank
Washington
$13.4M 599,162 +519,850 +655%
ARCT
33
Anne Ray Charitable Trust
Minnesota
$12.9M 574,095 +574,095 New
3AM
34
3D Asset Management
Connecticut
$12.8M 569,396 +7,166 +1%
BCMO
35
Buckingham Capital Management (Ohio)
Ohio
$12M 533,973 -98,314 -16%
Federated Hermes
36
Federated Hermes
Pennsylvania
$11.2M 500,000 -300,000 -38%
DADC
37
D.A. Davidson & Co
Montana
$11.1M 497,262 +30,260 +6%
AA
38
Advisory Alpha
Michigan
$10.6M 475,560 +475,560 New
SEI Investments
39
SEI Investments
Pennsylvania
$10.3M 460,152 +85,551 +23%
Citigroup
40
Citigroup
New York
$10M 446,975 +230 +0.1%
VC
41
Vicus Capital
Pennsylvania
$9.26M 413,470 +31,103 +8%
NEAM
42
New England Asset Management
Connecticut
$9.18M 409,650 – –
GI
43
Gradient Investments
Minnesota
$8.81M 393,188 +2,101 +0.5%
CS
44
Credit Suisse
Switzerland
$8.75M 390,683 +99,771 +34%
BFG
45
Beacon Financial Group
Texas
$8.67M 386,597 +3,624 +0.9%
BWAM
46
Boyd Watterson Asset Management
Ohio
$8.52M 380,261 -99,214 -21%
11A
47
10-15 Associates
New York
$8.27M 369,094 -6,601 -2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$7.89M 352,391 +232,924 +195%
RWM
49
Rezny Wealth Management
Florida
$6.91M 308,621 +39 +0%
CTB
50
Country Trust Bank
Illinois
$6.87M 306,678 -54,388 -15%
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