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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

254 hedge funds and large institutions have $2.75B invested in Invesco Senior Loan ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-15
Holders Change %
-5.58%
% of All Funds
7.1%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.53%
New
22
Increased
63
Reduced
135
Closed
34
Calls
–
Puts
$19.7M
Net Calls
-$19.7M
Net Calls Change
-$1.19M

Top Buyers

1
IA
1
IndexIQ Advisors
New York
$122M
2
ACM
2
Aviance Capital Management
Florida
$55.1M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$121M
4
JCM
4
Janney Capital Management
Pennsylvania
$23.6M
5
UBS Group
5
UBS Group
Switzerland
$210M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$193M
2
Franklin Resources
2
Franklin Resources
California
$83.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$132M
4
Bank of America
4
Bank of America
North Carolina
$87.7M
5
HI
5
Horizon Investments
North Carolina
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
101
Braver Wealth Management
Massachusetts
$2.31M +$40.3K +1,747 +2%
BHB
102
Bank Hapoalim BM
Israel
$2.23M -$4.53M -14,340 -67%
AAMU
103
Amundi Asset Management US
Massachusetts
$2.12M – – –
HIC
104
Holderness Investments Company
North Carolina
$2.04M +$565K +24,503 +38%
FBNAT
105
FirstMerit Bank N.A. Trustee
Ohio
$2.03M -$117K -5,078 -5%
TNBTD
106
Trustmark National Bank Trust Department
Mississippi
$2M -$19.8K -860 -1%
TWM
107
Torch Wealth Management
Ohio
$1.93M +$30K +1,300 +2%
BFC
108
Blue Fin Capital
Rhode Island
$1.92M -$40.5K -1,760 -2%
ICAS
109
Investors Capital Advisory Services
Massachusetts
$1.91M -$1.22K -53 -0.1%
CC
110
Curian Capital
Colorado
$1.88M -$118K -5,140 -6%
1832 Asset Management
111
1832 Asset Management
Ontario, Canada
$1.85M – – –
CB
112
Commerce Bank
Missouri
$1.85M +$32.8K +1,425 +2%
WTB
113
Washington Trust Bank
Washington
$1.83M +$1.83M +79,312 New
DWM
114
Destination Wealth Management
California
$1.81M +$201K +8,732 +13%
AIM
115
Aspen Investment Management
Michigan
$1.79M -$27.6K -1,200 -2%
PAG
116
Private Advisor Group
New Jersey
$1.77M +$554K +24,040 +46%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$1.69M -$36.1K -1,566 -2%
CFB
118
Cullen/Frost Bankers
Texas
$1.62M -$30.8K -1,338 -2%
Fiera Capital (Canada)
119
Fiera Capital (Canada)
Quebec, Canada
$1.61M +$346K +15,000 +27%
OIA
120
Optimum Investment Advisors
Illinois
$1.6M +$1.6M +69,437 New
HCM
121
Hengehold Capital Management
Ohio
$1.59M -$34.6K -1,504 -2%
CS
122
Comerica Securities
Michigan
$1.57M +$148K +6,410 +10%
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$1.56M – – –
VKH
124
Virtu KCG Holdings
New York
$1.48M -$2.89M -125,233 -66%
Citadel Advisors
125
Citadel Advisors
Florida
$1.47M +$1.4M +60,699 +1,860%
3 4
5
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