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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

260 hedge funds and large institutions have $2.7B invested in Invesco Senior Loan ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
260
Holders Change
–
Holders Change %
0%
% of All Funds
6.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
65
Reduced
119
Closed
35
Calls
–
Puts
$24.8M
Net Calls
-$24.8M
Net Calls Change
-$486K

Top Buyers

1
CGI
1
CI Global Investments
California
$46.5M
2
BCC
2
Bain Capital Credit
Massachusetts
$41M
3
BIT
3
BlackRock Institutional Trust
California
$32.4M
4
CS
4
Credit Suisse
Switzerland
$29.4M
5
BlackRock
5
BlackRock
New York
$19.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$76.5M
2
HMC
2
Harvard Management Company
Massachusetts
$0
3
IA
3
IndexIQ Advisors
New York
$176M
4
WTB
4
Washington Trust Bank
Washington
$0
5
LPL Financial
5
LPL Financial
California
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$1.86M 81,655 -95,730 -54%
3AM
102
3D Asset Management
Connecticut
$1.85M 81,421 -487,975 -86%
TWM
103
Torch Wealth Management
Ohio
$1.84M 80,885 -600 -0.7%
SHA
104
Smith Hayes Advisers
Nebraska
$1.82M 79,924 -230 -0.3%
DC
105
Davenport & Co
Virginia
$1.79M 78,894 -10,695 -12%
CB
106
Commerce Bank
Missouri
$1.79M 78,825 – –
DWM
107
Destination Wealth Management
California
$1.74M 77,802 – –
CS
108
Comerica Securities
Michigan
$1.74M 76,482 +1,434 +2%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$1.72M 75,525 +5,249 +7%
MIH
110
Madison Investment Holdings
Wisconsin
$1.71M 75,150 +75,150 New
OIA
111
Optimum Investment Advisors
Illinois
$1.66M 73,037 +4,000 +6%
AIM
112
Aspen Investment Management
Michigan
$1.66M 72,855 -400 -0.5%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$1.65M 72,639 +4,859 +7%
ICAS
114
Investors Capital Advisory Services
Massachusetts
$1.63M 71,711 +1,326 +2%
BFC
115
Blue Fin Capital
Rhode Island
$1.62M 71,425 -7,195 -9%
Fiera Capital (Canada)
116
Fiera Capital (Canada)
Quebec, Canada
$1.59M 70,000 – –
CSIA
117
Charles Schwab Investment Advisory
California
$1.49M 65,497 +2,182 +3%
CFB
118
Cullen/Frost Bankers
Texas
$1.46M 64,164 +30 +0%
BHB
119
Bank Hapoalim BM
Israel
$1.46M 21,410 – –
OC
120
Oppenheimer & Co
New York
$1.44M 63,548 +12,144 +24%
MFS
121
MSI Financial Services
Massachusetts
$1.44M 63,363 -16,733 -21%
FBNAT
122
FirstMerit Bank N.A. Trustee
Ohio
$1.43M 63,090 -18,603 -23%
VAM
123
Visionary Asset Management
Texas
$1.31M 57,682 +57,682 New
AIG
124
American International Group
New York
$1.28M 56,241 -40,749 -42%
DW
125
Domani Wealth
Pennsylvania
$1.27M 55,821 -85,269 -60%
3 4
5
6 7