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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

291 hedge funds and large institutions have $3.69B invested in Invesco Senior Loan ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 152 increasing their positions, 67 reducing their positions, and 16 closing their positions.

Holders
291
Holders Change
+18
Holders Change %
+6.59%
% of All Funds
8.41%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.1%
New
37
Increased
152
Reduced
67
Closed
16
Calls
–
Puts
$3.04M
Net Calls
-$3.04M
Net Calls Change
-$1.78M

Top Buyers

1
AB
1
Aozora Bank
Japan
$299M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$114M
3
Goldman Sachs
3
Goldman Sachs
New York
$260M
4
ACM
4
Aviance Capital Management
Florida
$60.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$64.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
HCM
2
Hilton Capital Management
New York
$27.8M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$143M
4
BCM
4
Bluefin Capital Management
New York
$65.5M
5
MM
5
Main Management
California
$5.56M
Name Market Value Shares Shares
Change 		Shares
Change %
HB
101
Homrich & Berg
Georgia
$5.25M 211,458 -133 -0.1%
HPBT
102
High Point Bank & Trust
North Carolina
$5.18M 208,642 -32,861 -14%
KFC
103
Klingenstein Fields & Co
New York
$4.95M 199,360 -4,700 -2%
AIG
104
American International Group
New York
$4.68M 188,743 +44,861 +31%
DADC
105
D.A. Davidson & Co
Montana
$4.66M 187,867 +15,560 +9%
AA
106
Alesco Advisors
New York
$4.55M 183,380 -2,300 -1%
X
107
Xponance
Pennsylvania
$4.52M 182,300 +182,300 New
HCM
108
Hengehold Capital Management
Ohio
$4.5M 181,313 -22,101 -11%
BAC
109
Boys Arnold & Co
North Carolina
$4.35M 175,141 +350 +0.2%
TAT
110
TD Ameritrade Trust
Colorado
$4.26M 171,634 +7,046 +4%
RC
111
Roundview Capital
New Jersey
$4.25M 171,135 +130,635 +323%
SB
112
Suntrust Banks
Georgia
$4.22M 170,102 +27,761 +20%
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$4.1M 165,418 -16,809 -9%
NC
114
NewSquare Capital
Pennsylvania
$4.05M 163,100 -25,730 -14%
HH
115
Hilltop Holdings
Texas
$4.04M 163,018 +78,797 +94%
WCM
116
Windham Capital Management
Massachusetts
$3.96M 159,692 +85,282 +115%
PA
117
Pinnacle Associates
New York
$3.95M 159,007 +4,712 +3%
AIM
118
Aspen Investment Management
Michigan
$3.92M 158,136 +1,231 +0.8%
CG
119
Colony Group
Massachusetts
$3.77M 151,907 +6,660 +5%
O
120
OppenheimerFunds
New York
$3.6M 145,184 +16,115 +12%
PTCG
121
Pring Turner Capital Group
California
$3.6M 144,989 -1,400 -1%
MNA
122
Manning & Napier Advisors
New York
– – – –
BAAM
123
Baker Avenue Asset Management
California
$3.49M 140,694 +5,747 +4%
BCM
124
Brookstone Capital Management
Illinois
$3.43M 138,272 -53,204 -28%
Citigroup
125
Citigroup
New York
$3.36M 135,509 +17,158 +14%
3 4
5
6 7