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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

281 hedge funds and large institutions have $3.79B invested in Invesco Senior Loan ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 133 increasing their positions, 95 reducing their positions, and 29 closing their positions.

Holders
281
Holders Change
-10
Holders Change %
-3.44%
% of All Funds
8.08%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.95%
New
19
Increased
133
Reduced
95
Closed
29
Calls
–
Puts
$3.38M
Net Calls
-$3.38M
Net Calls Change
-$340K

Top Buyers

1
MG
1
Mather Group
Illinois
$63.9M
2
ACM
2
Aviance Capital Management
Florida
$89.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$142M
4
LPL Financial
4
LPL Financial
California
$94M
5
U
5
UBS
Switzerland
$225M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$86M
2
Goldman Sachs
2
Goldman Sachs
New York
$229M
3
HCM
3
Hilton Capital Management
New York
$32.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$184M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$2.58M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$11M 440,532 -77,387 -15%
3AM
52
3D Asset Management
Connecticut
$11M 440,489 +14,705 +3%
PP
53
Palladium Partners
Virginia
$10.9M 437,855 -5,435 -1%
WCM
54
Windham Capital Management
Massachusetts
$10.6M 425,216 +265,524 +166%
BWAM
55
Boyd Watterson Asset Management
Ohio
$10.4M 416,571 +77,236 +23%
BTS
56
BB&T Securities
Virginia
$10.3M 41,607 -17,611 -30%
JIP
57
Jaffetilchin Investment Partners
Florida
$10.2M 410,391 +28,876 +8%
EMA
58
Efficient Market Advisors
California
$10M 403,889 +16,272 +4%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$10M 402,277 +700 +0.2%
FAAM
60
First Allied Asset Management
California
$9.91M 396,249 +150,180 +61%
SMM
61
Stadion Money Management
Georgia
$9.19M 369,578 +13,850 +4%
FF
62
Friedenthal Financial
New Jersey
$9.14M 367,448 -8,807 -2%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$9.14M 367,382 +346,365 +1,648%
Deutsche Bank
64
Deutsche Bank
Germany
$9.14M 367,447 -145,092 -28%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$8.93M 358,925 -41,342 -10%
HNB
66
Huntington National Bank
Ohio
– – – –
RJA
67
Raymond James & Associates
Florida
$8.74M 351,316 -14,876 -4%
SB
68
Suntrust Banks
Georgia
$8.63M 347,224 +177,122 +104%
CTB
69
Country Trust Bank
Illinois
$8.51M 342,217 +342,217 New
PI
70
Placemark Investments
Illinois
$8.45M 339,895 -112,069 -25%
BSB
71
Bangor Savings Bank
Maine
$8.1M 325,692 +27,535 +9%
MMA
72
Miracle Mile Advisors
California
$7.97M 320,508 -352,504 -52%
SAM
73
Stringer Asset Management
Tennessee
$7.91M 318,177 +38,167 +14%
NEAM
74
New England Asset Management
Connecticut
$7.66M 308,000 +48,000 +18%
First Trust Advisors
75
First Trust Advisors
Illinois
$7.55M 303,558 +7,245 +2%
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