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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

260 hedge funds and large institutions have $2.56B invested in Invesco Senior Loan ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 34 closing their positions.

Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
43
Increased
75
Reduced
113
Closed
34
Calls
$8.53M
Puts
$32.9M
Net Calls
-$24.3M
Net Calls Change
-$4.67M

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$203M
2
HMC
2
Harvard Management Company
Massachusetts
$69.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$52.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$150M
5
LPL Financial
5
LPL Financial
California
$43.2M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$264K
2
WI
2
WBI Investments
New Jersey
$0
3
Wells Fargo
3
Wells Fargo
California
$31.5M
4
UBS Group
4
UBS Group
Switzerland
$169M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$6.7M 298,958 +113,390 +61%
DWM
52
Dakota Wealth Management
Florida
$6.3M 281,166 -6,764 -2%
First Trust Advisors
53
First Trust Advisors
Illinois
$6.04M 269,654 -25,681 -9%
CRC
54
Curi RMB Capital
Illinois
$5.94M 265,271 +265,271 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$5.94M 265,219 -203,259 -43%
O
56
OppenheimerFunds
New York
$5.93M 264,515 – –
HH
57
Hilltop Holdings
Texas
$5.9M 263,435 -13,071 -5%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$5.82M 259,692 -4,044 -2%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$5.64M 251,983 -38,813 -13%
VFS
60
VSR Financial Services
Kansas
$5.4M 240,880 -17,419 -7%
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$5.35M 238,650 -640 -0.3%
OAM
62
Occidental Asset Management
California
$5.11M 110,783 +4,479 +4%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$5.11M 228,117 +55,493 +32%
Comerica Bank
64
Comerica Bank
Texas
$4.98M 223,076 +1,021 +0.5%
EWA
65
EP Wealth Advisors
California
$4.65M 207,360 +151,215 +269%
Mariner
66
Mariner
Kansas
$4.47M 199,690 -7,655 -4%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$4.4M 196,308 -186,559 -49%
WCM
68
Windsor Capital Management
Arizona
$4.19M 186,979 -3,678 -2%
PI
69
PineBridge Investments
New York
$4.03M 180,019 +161,725 +884%
SAS
70
Stelac Advisory Services
New York
$3.97M 177,299 -14,212 -7%
AI
71
Atria Investments
North Carolina
$3.96M 177,385 +63,371 +56%
Stifel Financial
72
Stifel Financial
Missouri
$3.74M 167,074 +2,182 +1%
HB
73
Homrich & Berg
Georgia
$3.7M 165,132 -57,386 -26%
UB
74
UMB Bank
Missouri
$3.53M 157,358 -11,392 -7%
TAT
75
TD Ameritrade Trust
Colorado
$3.42M 152,745 -2,036 -1%
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3
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