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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 %
HCMT
76
Highland Capital Management (Tennessee)
Tennessee
$6.09M 246,834 +52,589 +27%
HI
77
Horizon Investments
North Carolina
$5.99M 242,575 -389,721 -62%
Ameriprise
78
Ameriprise
Minnesota
$5.78M 234,209 +58,151 +33%
VC
79
Vicus Capital
Pennsylvania
$5.65M 228,807 +55,263 +32%
Nomura Holdings
80
Nomura Holdings
Japan
$5.57M 225,584 +161,624 +253%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$5.55M 224,676 +224,676 New
FAAM
82
First Allied Asset Management
California
$5.53M 221,053 +20,721 +10%
HCM
83
Hengehold Capital Management
Ohio
$5.52M 223,585 -590,862 -73%
BSB
84
Bangor Savings Bank
Maine
$5.51M 223,066 +223,066 New
WCM
85
Windsor Capital Management
Arizona
$5.44M 220,481 +17,860 +9%
AIG
86
American International Group
New York
$5M 202,597 -69,289 -25%
FC
87
FBR & Co
Virginia
$4.91M 198,800 – –
NC
88
NewSquare Capital
Pennsylvania
$4.84M 196,090 +51,980 +36%
KFC
89
Klingenstein Fields & Co
New York
$4.76M 193,050 +48,605 +34%
HPBT
90
High Point Bank & Trust
North Carolina
$4.74M 192,177 +28,991 +18%
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$4.64M 187,925 +42,367 +29%
MIU
92
Man Investments (UK)
United Kingdom
$4.56M 184,624 +184,624 New
AA
93
Alesco Advisors
New York
$4.54M 183,950 -16,700 -8%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$4.4M 178,220 +178,220 New
LA
95
Leonetti & Associates
Illinois
$4.13M 167,173 +2,843 +2%
TAT
96
TD Ameritrade Trust
Colorado
$4.1M 166,304 -14,104 -8%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$4.09M 165,744 +63,326 +62%
BAC
98
Boys Arnold & Co
North Carolina
$3.85M 155,966 +23,050 +17%
VFS
99
VSR Financial Services
Kansas
$3.82M 154,810 +142,826 +1,192%
ACM
100
Aviance Capital Management
Florida
$3.7M 149,937 +89,849 +150%
2 3
4
5 6