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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 Holding Trade Value Shares
Change 		Shares
Change %
BFG
76
Beacon Financial Group
Texas
$7.54M +$477K +19,217 +7%
FBNAT
77
FirstMerit Bank N.A. Trustee
Ohio
$7.51M -$255K -10,259 -3%
CC
78
Curian Capital
Colorado
$7.5M -$438K -17,625 -6%
BWM
79
Braver Wealth Management
Massachusetts
$7.49M -$2.36M -94,805 -24%
VFS
80
VSR Financial Services
Kansas
$7.36M +$1.82M +73,217 +33%
Stifel Financial
81
Stifel Financial
Missouri
$7.22M -$5.29M -212,737 -42%
VC
82
Vicus Capital
Pennsylvania
$6.8M +$382K +15,341 +6%
AssetMark Inc
83
AssetMark Inc
California
$6.79M -$7.01M -282,021 -51%
FAAS
84
First Allied Advisory Services
California
$6.61M +$630K +25,152 +11%
MIU
85
Man Investments (UK)
United Kingdom
$6.48M -$2.28M -91,782 -26%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$6.17M -$792K -31,845 -11%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$6.14M +$147K +5,920 +2%
AI
88
Atria Investments
North Carolina
$5.81M +$97.1K +3,903 +2%
Nuveen Asset Management
89
Nuveen Asset Management
Illinois
$5.7M -$2.49M -100,000 -30%
RC
90
Roundview Capital
New Jersey
$5.65M +$1.39M +55,880 +33%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$5.64M +$4.82M +193,764 +587%
DADC
92
D.A. Davidson & Co
Montana
$5.51M +$842K +33,864 +18%
HB
93
Homrich & Berg
Georgia
$5.48M +$224K +9,002 +4%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$5.45M -$1.79M -71,784 -25%
HH
95
Hilltop Holdings
Texas
$5.4M +$1.34M +54,059 +33%
HPBT
96
High Point Bank & Trust
North Carolina
$5.38M +$191K +7,697 +4%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$5.38M -$3.87M -155,473 -42%
WCM
98
Windsor Capital Management
Arizona
$5.24M -$57.3K -2,304 -1%
GAG
99
GM Advisory Group
New York
$5.14M -$4.35M -174,911 -46%
AIG
100
American International Group
New York
$5.12M +$424K +17,060 +9%
2 3
4
5 6