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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 %
FIM
101
Freedom Investment Management
Connecticut
$3.69M 149,410 +119,846 +405%
AIM
102
Aspen Investment Management
Michigan
$3.62M 146,721 +3,525 +2%
NEAM
103
New England Asset Management
Connecticut
$3.25M 131,800 +4,800 +4%
KPCM
104
Kings Point Capital Management
New York
$3.24M 131,460 +80,678 +159%
O
105
OppenheimerFunds
New York
$3.14M 127,060 – –
BC
106
Bartlett & Co
Ohio
$3.13M 126,780 +6,711 +6%
SB
107
Suntrust Banks
Georgia
$3.07M 124,454 +76,282 +158%
BAAM
108
Baker Avenue Asset Management
California
$3.07M 124,350 +6,893 +6%
GCM
109
Graham Capital Management
Connecticut
$2.92M 118,196 -716,804 -86%
GWM
110
Graybill Wealth Management
Illinois
$2.91M 117,765 -2,505 -2%
TCM
111
Telos Capital Management
California
$2.9M 117,499 +8,038 +7%
FC
112
FIC Capital
New York
$2.88M 116,775 -140 -0.1%
IAS
113
IMA Advisory Services
Colorado
$2.79M 113,045 +8,810 +8%
SAM
114
Shamrock Asset Management
Texas
$2.77M 112,228 +34,573 +45%
Comerica Bank
115
Comerica Bank
Texas
$2.75M 111,567 -5,872 -5%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$2.64M 106,935 +45,045 +73%
PMG
117
ProVise Management Group
Florida
$2.61M 105,869 +64,158 +154%
HNB
118
Huntington National Bank
Ohio
– – – –
CFS
119
Community Financial System
New York
$2.46M 99,650 +1,675 +2%
Citigroup
120
Citigroup
New York
$2.45M 99,388 +43,070 +76%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$2.44M 98,900 – –
DC
122
Davenport & Co
Virginia
$2.41M 97,467 -100 -0.1%
MFS
123
MSI Financial Services
Massachusetts
$2.33M 94,237 -9,569 -9%
PI
124
PineBridge Investments
New York
$2.32M 93,872 +44,229 +89%
TC
125
Taylor Cottrill
New Hampshire
$2.23M 90,435 +26,630 +42%
3 4
5
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