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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

277 hedge funds and large institutions have $2.96B invested in Invesco Senior Loan ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 127 reducing their positions, and 39 closing their positions.

Holders
277
Holders Change
+11
Holders Change %
+4.14%
% of All Funds
7.39%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.75%
New
56
Increased
74
Reduced
127
Closed
39
Calls
–
Puts
$27.4M
Net Calls
-$27.4M
Net Calls Change
+$30.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$260M
2
IA
2
IndexIQ Advisors
New York
$126M
3
PI
3
PineBridge Investments
New York
$32.7M
4
Barclays
4
Barclays
United Kingdom
$26.1M
5
EWA
5
EP Wealth Advisors
California
$21.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$95.1M
2
Franklin Resources
2
Franklin Resources
California
$83.5M
3
EC
3
Everest Capital
Florida
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.4M
5
HCM
5
Hilton Capital Management
New York
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$9.02M 375,498 +2,237 +0.6%
VC
52
Vicus Capital
Pennsylvania
$8.99M 374,137 +93,841 +33%
CTB
53
Country Trust Bank
Illinois
$8.8M 366,329 +10,590 +3%
Comerica Bank
54
Comerica Bank
Texas
$8.24M 342,946 +211,234 +160%
BTS
55
BB&T Securities
Virginia
$8.17M 34,015 +17,883 +111%
HH
56
Hilltop Holdings
Texas
$8.17M 340,089 +14,650 +5%
DWM
57
Dakota Wealth Management
Florida
$7.72M 320,356 +320,356 New
DADC
58
D.A. Davidson & Co
Montana
$7.62M 316,960 +75,725 +31%
BFG
59
Beacon Financial Group
Texas
$7.61M 318,070 +6,764 +2%
Ameriprise
60
Ameriprise
Minnesota
$7.54M 313,755 -3,759 -1%
Mariner
61
Mariner
Kansas
$7.43M 309,271 -153,273 -33%
EMA
62
Efficient Market Advisors
California
$7.4M 307,775 -75,080 -20%
First Trust Advisors
63
First Trust Advisors
Illinois
$7.33M 305,069 -3,543 -1%
WTB
64
Washington Trust Bank
Washington
$7.3M 303,766 +303,766 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$7.21M 300,136 -514,481 -63%
PI
66
Placemark Investments
Illinois
$6.96M 289,535 -30,522 -10%
Stifel Financial
67
Stifel Financial
Missouri
$6.71M 279,292 -99,550 -26%
DFG
68
Delphi Financial Group
Delaware
$6.54M 272,500 -909,000 -77%
O
69
OppenheimerFunds
New York
$6.18M 257,215 +21,900 +9%
LA
70
Leonetti & Associates
Illinois
$6.12M 254,510 +11,047 +5%
NPC
71
National Planning Corporation
California
$5.95M 249,356 -11,770 -5%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$5.94M 247,155 +35,168 +17%
HB
73
Homrich & Berg
Georgia
$5.7M 237,286 -7,951 -3%
SEI Investments
74
SEI Investments
Pennsylvania
$5.65M 234,924 +234,924 New
HPBT
75
High Point Bank & Trust
North Carolina
$5.43M 225,970 +2,911 +1%
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