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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

260 hedge funds and large institutions have $2.7B invested in Invesco Senior Loan ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
260
Holders Change
–
Holders Change %
0%
% of All Funds
6.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
65
Reduced
119
Closed
35
Calls
–
Puts
$24.8M
Net Calls
-$24.8M
Net Calls Change
-$486K

Top Buyers

1
CGI
1
CI Global Investments
California
$46.5M
2
BCC
2
Bain Capital Credit
Massachusetts
$41M
3
BIT
3
BlackRock Institutional Trust
California
$32.4M
4
CS
4
Credit Suisse
Switzerland
$29.4M
5
BlackRock
5
BlackRock
New York
$19.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$76.5M
2
HMC
2
Harvard Management Company
Massachusetts
$0
3
IA
3
IndexIQ Advisors
New York
$176M
4
WTB
4
Washington Trust Bank
Washington
$0
5
LPL Financial
5
LPL Financial
California
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
26
Wellington Management Group
Massachusetts
$27.3M 1,202,999 – –
WCM
27
Windham Capital Management
Massachusetts
$25.2M 1,109,284 +151,325 +16%
EMA
28
Efficient Market Advisors
California
$24.1M 1,061,021 +231,004 +28%
AssetMark Inc
29
AssetMark Inc
California
$22.2M 977,902 -332,590 -25%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$19.7M 866,484 -341,806 -28%
BlackRock
31
BlackRock
New York
$19.3M 851,018 +851,000 +4,727,778%
Citigroup
32
Citigroup
New York
$18.5M 815,387 +368,412 +82%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$18M 793,652 -55,435 -7%
BWM
34
Braver Wealth Management
Massachusetts
$17M 747,033 +747,033 New
JCM
35
Janney Capital Management
Pennsylvania
$13.4M 589,316 -32,255 -5%
DADC
36
D.A. Davidson & Co
Montana
$12.6M 556,785 +59,523 +12%
WF
37
Welch & Forbes
Massachusetts
$12.6M 555,397 -59,655 -10%
UIC
38
Uniplan Investment Counsel
Wisconsin
$12.4M 546,431 -76,986 -12%
SEI Investments
39
SEI Investments
Pennsylvania
$12.2M 537,676 +77,524 +17%
AA
40
Advisory Alpha
Michigan
$11.5M 505,725 +30,165 +6%
ARCT
41
Anne Ray Charitable Trust
Minnesota
$10.9M 481,715 -92,380 -16%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$10.7M 470,496 +274,188 +140%
UCFA
43
United Capital Financial Advisors
Texas
$10.5M 462,705 +363,463 +366%
GI
44
Gradient Investments
Minnesota
$9.53M 419,469 +26,281 +7%
NEAM
45
New England Asset Management
Connecticut
$9.37M 412,650 +3,000 +0.7%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$9.04M 397,789 -136,184 -26%
PI
47
PineBridge Investments
New York
$8.9M 392,075 +212,056 +118%
BWAM
48
Boyd Watterson Asset Management
Ohio
$6.9M 303,829 -76,432 -20%
Federated Hermes
49
Federated Hermes
Pennsylvania
$6.81M 300,000 -200,000 -40%
RWM
50
Rezny Wealth Management
Florida
$6.61M 290,996 -17,625 -6%
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