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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 %
CFS
76
Commonwealth Financial Services
West Virginia
$5.27M 219,421 +219,421 New
Nomura Holdings
77
Nomura Holdings
Japan
$5.22M 216,648 -1,600 -0.7%
HNB
78
Huntington National Bank
Ohio
– – – –
JG
79
Jefferies Group
New York
$5.01M 208,636 +208,636 New
WCM
80
Windsor Capital Management
Arizona
$4.99M 207,546 -4,111 -2%
VFS
81
VSR Financial Services
Kansas
$4.91M 204,396 -142,093 -41%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$4.8M 199,663 -23,000 -10%
TAT
83
TD Ameritrade Trust
Colorado
$4.66M 194,735 +8,060 +4%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$4.61M 191,653 -14,802 -7%
FBNAT
85
FirstMerit Bank N.A. Trustee
Ohio
$4.35M 181,160 -55,876 -24%
KPCM
86
Kings Point Capital Management
New York
$4.27M 177,578 -183 -0.1%
SAS
87
Stelac Advisory Services
New York
$4.09M 170,038 +9,215 +6%
RJA
88
Raymond James & Associates
Florida
$4.01M 167,020 -44,350 -21%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$4M 166,484 -32,055 -16%
CC
90
Curian Capital
Colorado
$3.91M 162,493 -34,922 -18%
AI
91
Atria Investments
North Carolina
$3.87M 161,201 +13,735 +9%
AIM
92
Aspen Investment Management
Michigan
$3.83M 159,232 -2,306 -1%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$3.8M 158,133 -84,722 -35%
DMS
94
Discretionary Management Services
Kansas
$3.7M 154,065 +22,100 +17%
KFC
95
Klingenstein Fields & Co
New York
$3.65M 151,665 -49,785 -25%
UB
96
UMB Bank
Missouri
$3.58M 148,857 +148,857 New
Deutsche Bank
97
Deutsche Bank
Germany
$3.49M 145,166 -203,962 -58%
MNA
98
Manning & Napier Advisors
New York
– – – –
SMM
99
Stadion Money Management
Georgia
$3.34M 139,099 -216,519 -61%
PTCG
100
Pring Turner Capital Group
California
$3.34M 138,837 -292 -0.2%
2 3
4
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