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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in Invesco Senior Loan ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+28
Holders Change %
+12.84%
% of All Funds
7.98%
Holding in Top 10
33
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+50%
% of All Funds
1.07%
New
44
Increased
134
Reduced
44
Closed
13
Calls
–
Puts
$1.91M
Net Calls
-$1.91M
Net Calls Change
-$416K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$186M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$82M
3
Goldman Sachs
3
Goldman Sachs
New York
$157M
4
AssetMark Inc
4
AssetMark Inc
California
$34M
5
Wells Fargo
5
Wells Fargo
California
$189M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.92M
2
HIM
2
Hanlon Investment Management
New Jersey
$0
3
GCM
3
Graham Capital Management
Connecticut
$2.92M
4
BTS
4
BB&T Securities
Virginia
$41.3M
5
HCM
5
Hengehold Capital Management
Ohio
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
51
3D Asset Management
Connecticut
$10M 407,026 -172,313 -30%
PP
52
Palladium Partners
Virginia
$10M 406,190 +35,085 +9%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$9.92M 401,957 -4,464,346 -92%
SMM
54
Stadion Money Management
Georgia
$9.87M 400,010 +161,048 +67%
FAAS
55
First Allied Advisory Services
California
$9.86M 396,536 +103,735 +35%
11A
56
10-15 Associates
New York
$9.61M 389,415 +4,615 +1%
MWAM
57
Mariner Wealth Advisors (Madison)
Kansas
$9.51M 385,380 +380,595 +7,954%
OC
58
Oppenheimer & Co
New York
$9.43M 382,212 +9,555 +3%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$8.82M 357,475 +357,475 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$8.61M 348,999 +103,939 +42%
BWAM
61
Boyd Watterson Asset Management
Ohio
$8.55M 346,480 +37,841 +12%
EMA
62
Efficient Market Advisors
California
$8.52M 345,288 +46,188 +15%
DFG
63
Delphi Financial Group
Delaware
$8.39M 340,000 +300,000 +750%
WF
64
Welch & Forbes
Massachusetts
$8.12M 328,840 +204,260 +164%
BWM
65
Braver Wealth Management
Massachusetts
$8.04M 325,711 +325,711 New
NYLIM
66
New York Life Investment Management
New York
$7.8M 316,194 +251,883 +392%
HighTower Advisors
67
HighTower Advisors
Illinois
$7.61M 308,450 +73,856 +31%
LPT
68
Legacy Private Trust
Wisconsin
$7.22M 292,359 +271,429 +1,297%
First Trust Advisors
69
First Trust Advisors
Illinois
$6.94M 281,260 -25,084 -8%
LG
70
Leuthold Group
Minnesota
$6.77M 274,450 -9,576 -3%
MMLI
71
Massachusetts Mutual Life Insurance
Massachusetts
$6.63M 268,536 +268,536 New
FBNAT
72
FirstMerit Bank N.A. Trustee
Ohio
$6.54M 265,074 +76,527 +41%
AI
73
Atria Investments
North Carolina
$6.25M 253,133 +160,538 +173%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$6.15M 249,347 -3,525 -1%
CC
75
Curian Capital
Colorado
$6.11M 247,356 +82,281 +50%
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