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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

291 hedge funds and large institutions have $3.69B invested in Invesco Senior Loan ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 152 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+18
Holders Change %
+6.59%
% of All Funds
8.41%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.1%
New
37
Increased
152
Reduced
67
Closed
16
Calls
–
Puts
$3.04M
Net Calls
-$3.04M
Net Calls Change
-$1.78M

Top Buyers

1
AB
1
Aozora Bank
Japan
$299M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$114M
3
Goldman Sachs
3
Goldman Sachs
New York
$260M
4
ACM
4
Aviance Capital Management
Florida
$60.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$64.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
HCM
2
Hilton Capital Management
New York
$27.8M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$143M
4
BCM
4
Bluefin Capital Management
New York
$65.5M
5
MM
5
Main Management
California
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$12.9M +$3.34M +134,807 +35%
Deutsche Bank
52
Deutsche Bank
Germany
$12.7M -$577K -23,272 -4%
HighTower Advisors
53
HighTower Advisors
Illinois
$12.6M +$1.77M +71,337 +16%
Stifel Financial
54
Stifel Financial
Missouri
$12.5M +$12.5M +503,218 New
ECM
55
Evergreen Capital Management
Washington
$12.3M -$1.86M -75,060 -13%
SG
56
Swarthmore Group
Pennsylvania
$12.1M +$12.1M +486,000 New
PI
57
Placemark Investments
Illinois
$11.2M +$1.89M +76,187 +20%
PP
58
Palladium Partners
Virginia
$11M +$304K +12,235 +3%
3AM
59
3D Asset Management
Connecticut
$10.6M +$273K +11,019 +3%
BWM
60
Braver Wealth Management
Massachusetts
$9.97M -$192K -7,622 -2%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$9.96M +$608K +24,502 +6%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$9.93M +$1.33M +53,655 +15%
EMA
63
Efficient Market Advisors
California
$9.62M +$204K +8,206 +2%
GAG
64
GM Advisory Group
New York
$9.47M +$499K +20,085 +6%
JIP
65
Jaffetilchin Investment Partners
Florida
$9.47M +$9.47M +381,515 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$9.36M +$3.77M +151,861 +67%
FF
67
Friedenthal Financial
New Jersey
$9.34M +$785K +31,628 +9%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$9.23M +$9.23M +371,571 New
RJA
69
Raymond James & Associates
Florida
$9.09M -$1.2M -48,230 -12%
SMM
70
Stadion Money Management
Georgia
$8.83M -$1.47M -59,399 -14%
HNB
71
Huntington National Bank
Ohio
$8.79M -$3.33M – –
MIU
72
Man Investments (UK)
United Kingdom
$8.74M +$511K +20,593 +6%
BWAM
73
Boyd Watterson Asset Management
Ohio
$8.42M +$600K +24,170 +8%
Nuveen Asset Management
74
Nuveen Asset Management
Illinois
$8.16M +$6.45M +260,000 +377%
CC
75
Curian Capital
Colorado
$7.92M -$341K -13,725 -4%
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3
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