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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 %
DC
101
Davenport & Co
Virginia
$3.3M 137,160 -27,363 -17%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$3.26M 135,445 -53,761 -28%
MAA
103
Managed Account Advisors
New Jersey
$3.2M 133,231 +90,005 +208%
FAAM
104
First Allied Asset Management
California
$3.14M 130,944 -6,212 -5%
HIM
105
Hillsdale Investment Management
Ontario, Canada
$3.08M 128,300 +95,700 +294%
OAM
106
Occidental Asset Management
California
$3M 61,432 +3,925 +7%
FAAS
107
First Allied Advisory Services
California
$2.97M 123,775 +7,338 +6%
GWM
108
Graybill Wealth Management
Illinois
$2.95M 122,651 -1,095 -0.9%
PMG
109
ProVise Management Group
Florida
$2.83M 117,870 +31,752 +37%
BHB
110
Bank Hapoalim BM
Israel
$2.62M 19,110 -12,900 -40%
AIG
111
American International Group
New York
$2.52M 105,028 -111,051 -51%
HCM
112
Hengehold Capital Management
Ohio
$2.52M 104,808 -16,533 -14%
Federated Hermes
113
Federated Hermes
Pennsylvania
$2.4M 100,000 +100,000 New
MAS
114
Madden Advisory Services
Florida
$2.32M 96,550 -335 -0.3%
SPC
115
Sigma Planning Corp
Michigan
$2.28M 95,067 +95,067 New
AT
116
Arden Trust
Delaware
$2.18M 90,694 -16,204 -15%
CFB
117
Cullen/Frost Bankers
Texas
$2.18M 90,556 +2,154 +2%
PFA
118
Paradigm Financial Advisors
Missouri
$2.12M 88,338 -6,447 -7%
GCM
119
Grisanti Capital Management
New York
$2.05M 85,310 -1,295 -1%
ICAS
120
Investors Capital Advisory Services
Massachusetts
$2.04M 84,893 -2,931 -3%
BFC
121
Blue Fin Capital
Rhode Island
$2.04M 84,780 +5,500 +7%
RC
122
Roundview Capital
New Jersey
$1.96M 81,395 – –
HighTower Advisors
123
HighTower Advisors
Illinois
$1.95M 81,158 -53,998 -40%
PAG
124
Private Advisor Group
New Jersey
$1.91M 79,340 +4,454 +6%
MFS
125
McNamara Financial Services
Massachusetts
$1.91M 79,375 +79,375 New
3 4
5
6 7