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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in Invesco Senior Loan ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+28
Holders Change %
+12.84%
% of All Funds
7.98%
Holding in Top 10
33
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+50%
% of All Funds
1.07%
New
44
Increased
134
Reduced
44
Closed
13
Calls
–
Puts
$1.91M
Net Calls
-$1.91M
Net Calls Change
-$416K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$186M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$82M
3
Goldman Sachs
3
Goldman Sachs
New York
$157M
4
AssetMark Inc
4
AssetMark Inc
California
$34M
5
Wells Fargo
5
Wells Fargo
California
$189M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.92M
2
HIM
2
Hanlon Investment Management
New Jersey
$0
3
GCM
3
Graham Capital Management
Connecticut
$2.92M
4
BTS
4
BB&T Securities
Virginia
$41.3M
5
HCM
5
Hengehold Capital Management
Ohio
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
126
Optimum Investment Advisors
Illinois
$2.19M 88,794 +88,794 New
SCG
127
Strategic Capital Group
Washington
$2.17M 87,900 +87,900 New
DADC
128
D.A. Davidson & Co
Montana
$2.02M 81,702 +8,854 +12%
WCM
129
Windham Capital Management
Massachusetts
$1.98M 80,057 -2,241 -3%
WA
130
WFG Advisors
Texas
$1.96M 79,258 -14,463 -15%
SAS
131
Stelac Advisory Services
New York
$1.93M 78,064 +27,486 +54%
Mariner
132
Mariner
Kansas
$1.93M 77,989 +11,865 +18%
PA
133
Pinnacle Associates
New York
$1.92M 77,680 +77,680 New
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$1.85M 75,000 -31,011 -29%
HH
135
Hilltop Holdings
Texas
$1.84M 74,557 +74,557 New
ICAS
136
Investors Capital Advisory Services
Massachusetts
$1.79M 72,487 +57,592 +387%
Rafferty Asset Management
137
Rafferty Asset Management
New York
$1.73M 69,907 +10,128 +17%
CFB
138
Cullen/Frost Bankers
Texas
$1.71M 69,080 +2,370 +4%
ADBIC
139
A.D. Beadell Investment Counsel
Wisconsin
$1.68M 68,270 +7,050 +12%
PPA
140
Parametric Portfolio Associates
Washington
$1.66M 67,300 +24,955 +59%
MBT
141
Monroe Bank & Trust
Michigan
$1.61M 65,340 -87,939 -57%
Barclays
142
Barclays
United Kingdom
$1.57M 65,458 +46,016 +237%
IH
143
IFC Holdings
Florida
$1.52M 61,297 +23,765 +63%
BRWA
144
B. Riley Wealth Advisors
Florida
$1.38M 56,026 +48,857 +682%
DWM
145
Destination Wealth Management
California
$1.36M 55,243 +227 +0.4%
CCWA
146
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.31M 53,012 +37,556 +243%
FHA
147
First Horizon Advisors
Tennessee
$1.28M 51,808 +40,298 +350%
GCM
148
Grisanti Capital Management
New York
$1.28M 51,750 +51,750 New
HB
149
Homrich & Berg
Georgia
$1.25M 50,565 -2,874 -5%
DMS
150
Discretionary Management Services
Kansas
$1.2M 48,400 +48,400 New
4 5
6
7 8