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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 %
HNB
76
Huntington National Bank
Ohio
– – – –
DW
77
Domani Wealth
Pennsylvania
$3.16M 141,090 +132,145 +1,477%
AWM
78
Arbor Wealth Management
Florida
$3.09M 140,582 +140,582 New
PMG
79
ProVise Management Group
Florida
$2.94M 131,102 -49 -0%
OMC
80
Overbrook Management Corp
New York
$2.92M 130,135 +130,135 New
Bessemer Group
81
Bessemer Group
New Jersey
$2.82M 126,000 – –
MIS
82
Morningstar Investment Services
Illinois
$2.81M 125,234 +7,316 +6%
PTCG
83
Pring Turner Capital Group
California
$2.62M 117,119 -5,245 -4%
HIM
84
Hillsdale Investment Management
Ontario, Canada
$2.61M 116,300 +58,900 +103%
KPCM
85
Kings Point Capital Management
New York
$2.6M 116,013 -56,677 -33%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$2.6M 115,865 -103,148 -47%
SB
87
Suntrust Banks
Georgia
$2.58M 115,172 -2,447 -2%
AUIM
88
Aegon USA Investment Management
Iowa
– – – –
RJFSA
89
Raymond James Financial Services Advisors
Florida
$2.41M 107,754 +51,909 +93%
FA
90
FDx Advisors
Illinois
$2.29M 102,119 +85,040 +498%
UCFA
91
United Capital Financial Advisors
Texas
$2.22M 99,242 -313,573 -76%
AIG
92
American International Group
New York
$2.17M 96,990 -129,204 -57%
TIAAOA
93
Teachers Insurance & Annuity Association of America
New York
$2.14M 95,397 -43,360 -31%
TA
94
Teachers Advisors
New York
$2.14M 95,397 -43,360 -31%
MACF
95
Margaret A Cargill Foundation
Minnesota
$2.1M 93,850 +93,850 New
MNA
96
Manning & Napier Advisors
New York
– – – –
WIA
97
Westbourne Investment Advisors
Maryland
$2.08M 92,710 -16,950 -15%
AAMU
98
Amundi Asset Management US
Massachusetts
$2.06M 92,000 – –
DC
99
Davenport & Co
Virginia
$2.01M 89,589 -49,807 -36%
HIC
100
Holderness Investments Company
North Carolina
$1.97M 87,895 -714 -0.8%
2 3
4
5 6