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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

291 hedge funds and large institutions have $3.69B invested in Invesco Senior Loan ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 152 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+18
Holders Change %
+6.59%
% of All Funds
8.41%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.1%
New
37
Increased
152
Reduced
67
Closed
16
Calls
–
Puts
$3.04M
Net Calls
-$3.04M
Net Calls Change
-$1.78M

Top Buyers

1
AB
Aozora Bank
Japan
$299M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
3
Goldman Sachs
Goldman Sachs
New York
$260M
4
ACM
Aviance Capital Management
Florida
$60.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$64.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$124M
2
HCM
Hilton Capital Management
New York
$27.8M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$143M
4
BCM
Bluefin Capital Management
New York
$65.5M
5
MM
Main Management
California
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
126
Stelac Advisory Services
New York
$3.34M +$1.34M +53,944 +67%
KPCM
127
Kings Point Capital Management
New York
$3.22M +$285K +11,472 +10%
DC
128
Davenport & Co
Virginia
$3.12M +$499K +20,120 +19%
SAM
129
Shamrock Asset Management
Texas
$3.12M +$83.1K +3,350 +3%
IAS
130
IMA Advisory Services
Colorado
$3.11M +$58.3K +2,350 +2%
BC
131
Bartlett & Co
Ohio
$3.1M -$60.8K -2,450 -2%
SCG
132
Strategic Capital Group
Washington
$3.1M +$2.87M +115,750 +1,263%
HW
133
Hancock Whitney
Mississippi
$3.06M +$403K +16,230 +15%
GWM
134
Graybill Wealth Management
Illinois
$3M +$48.6K +1,960 +2%
PPA
135
Parametric Portfolio Associates
Washington
$2.95M +$669K +26,973 +29%
AT
136
Arden Trust
Delaware
$2.89M -$38.7K -1,561 -1%
FC
137
FIC Capital
New York
$2.88M -$5.96K -240 -0.2%
TC
138
Taylor Cottrill
New Hampshire
$2.78M -$46.4K -1,870 -2%
PMG
139
ProVise Management Group
Florida
$2.76M +$925K +37,299 +50%
TCM
140
Telos Capital Management
California
$2.73M -$72.1K -2,905 -3%
Janus Henderson Group
141
Janus Henderson Group
United Kingdom
$2.65M – – –
OIA
142
Optimum Investment Advisors
Illinois
$2.62M +$385K +15,517 +17%
CFS
143
Community Financial System
New York
$2.61M +$48.4K +1,950 +2%
NCM
144
Newgate Capital Management
Connecticut
$2.6M +$2.6M +104,726 New
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$2.51M -$148K -5,961 -6%
OAM
146
Occidental Asset Management
California
$2.46M +$2.46M +49,221 New
MAS
147
Madden Advisory Services
Florida
$2.4M +$1.99M +80,300 +484%
ICAS
148
Investors Capital Advisory Services
Massachusetts
$2.13M +$265K +10,692 +14%
MFS
149
MSI Financial Services
Massachusetts
$2.1M -$750K -30,232 -26%
HCM
150
Hollencrest Capital Management
California
$2.09M -$168K -6,788 -7%
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