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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 Market Value Shares Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$5.1M 205,213 -9,690 -5%
KFC
102
Klingenstein Fields & Co
New York
$5.03M 202,425 +3,065 +2%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$4.89M 196,786 -62,173 -24%
AA
104
Alesco Advisors
New York
$4.87M 195,975 +12,595 +7%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$4.84M 194,467 +29,049 +18%
BAC
106
Boys Arnold & Co
North Carolina
$4.56M 183,241 +8,100 +5%
HCM
107
Hengehold Capital Management
Ohio
$4.54M 182,456 +1,143 +0.6%
UCFA
108
United Capital Financial Advisors
Texas
$4.52M 181,592 +107,080 +144%
TAT
109
TD Ameritrade Trust
Colorado
$4.5M 180,947 +9,313 +5%
KPCM
110
Kings Point Capital Management
New York
$4.49M 180,344 +50,591 +39%
O
111
OppenheimerFunds
New York
$4.32M 173,515 +28,331 +20%
HighTower Advisors
112
HighTower Advisors
Illinois
$3.95M 158,975 -350,380 -69%
PA
113
Pinnacle Associates
New York
$3.95M 158,933 -74 -0%
AIM
114
Aspen Investment Management
Michigan
$3.94M 158,383 +247 +0.2%
NC
115
NewSquare Capital
Pennsylvania
$3.92M 157,605 -5,495 -3%
DC
116
Davenport & Co
Virginia
$3.74M 150,490 +24,828 +20%
CG
117
Colony Group
Massachusetts
$3.72M 149,618 -2,289 -2%
PTCG
118
Pring Turner Capital Group
California
$3.58M 143,734 -1,255 -0.9%
MNA
119
Manning & Napier Advisors
New York
– – – –
SAS
120
Stelac Advisory Services
New York
$3.51M 140,983 +6,368 +5%
HW
121
Hancock Whitney
Mississippi
$3.36M 135,162 +12,017 +10%
KKRC
122
Kohlberg Kravis Roberts & Co
New York
$3.17M 127,600 -103,100 -45%
FSA
123
Financial Sense Advisors
California
$3.09M 124,031 +124,031 New
IAS
124
IMA Advisory Services
Colorado
$3.06M 123,105 -2,170 -2%
GWM
125
Graybill Wealth Management
Illinois
$3.04M 122,283 +1,525 +1%
3 4
5
6 7