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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
HIM
126
Hutchens Investment Management
New Hampshire
$1.91M +$1.91M +79,375 New
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$1.86M +$1.86M +77,400 New
MFS
128
MSI Financial Services
Massachusetts
$1.83M -$112K -4,661 -6%
AUIM
129
Aegon USA Investment Management
Iowa
$1.83M – – –
MIS
130
Morningstar Investment Services
Illinois
$1.77M +$243K +10,096 +16%
VKH
131
Virtu KCG Holdings
New York
$1.73M -$941K -39,171 -35%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$1.71M +$75.6K +3,147 +5%
Nuveen Asset Management
133
Nuveen Asset Management
Illinois
$1.71M +$1.29M +53,730 +311%
OIA
134
Optimum Investment Advisors
Illinois
$1.7M -$939K -39,091 -36%
OC
135
Oppenheimer & Co
New York
$1.69M -$499K -20,753 -23%
IH
136
IFC Holdings
Florida
$1.64M -$98.3K -4,102 -6%
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
$1.63M – – –
TNBTD
138
Trustmark National Bank Trust Department
Mississippi
$1.61M -$371K -15,457 -19%
Millennium Management
139
Millennium Management
New York
$1.56M -$423K -17,602 -21%
HIC
140
Holderness Investments Company
North Carolina
$1.55M +$1.55M +64,483 New
DWM
141
Destination Wealth Management
California
$1.54M -$76.5K -3,184 -5%
X
142
Xponance
Pennsylvania
$1.52M – – –
KL
143
KWMG LLC
Kansas
$1.49M +$1.49M +61,880 New
AGA
144
Accuvest Global Advisors
Utah
$1.46M +$720K +29,970 +97%
CA
145
Cetera Advisors
Colorado
$1.38M -$92.7K -3,867 -6%
SAM
146
Shamrock Asset Management
Texas
$1.37M -$2.21K -92 -0.2%
M&T Bank
147
M&T Bank
New York
$1.29M -$40.7K -1,693 -3%
HC
148
Highmount Capital
New York
$1.28M -$159K -6,600 -11%
CB
149
Commerce Bank
Missouri
$1.25M – – –
IPC
150
Independent Portfolio Consultants
Florida
$1.24M -$630K -26,225 -34%
4 5
6
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