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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

269 hedge funds and large institutions have $3.03B invested in Invesco Senior Loan ETF in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
-7
Holders Change %
-2.54%
% of All Funds
7.25%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.57%
New
30
Increased
102
Reduced
98
Closed
33
Calls
$966K
Puts
$19.5M
Net Calls
-$18.5M
Net Calls Change
+$14.9M

Top Buyers

1
AB
1
Aozora Bank
Japan
$292M
2
Franklin Resources
2
Franklin Resources
California
$169M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$101M
4
Goldman Sachs
4
Goldman Sachs
New York
$295M
5
DFG
5
Delphi Financial Group
Delaware
$14.3M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$2.29M
2
ACM
2
Aviance Capital Management
Florida
$0
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$82.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19.3M
5
JCM
5
Janney Capital Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$1.78M +$21.8K +918 +1%
IH
127
IFC Holdings
Florida
$1.75M +$99.6K +4,165 +6%
CFB
128
Cullen/Frost Bankers
Texas
$1.7M -$168K -7,080 -9%
HCM
129
Hengehold Capital Management
Ohio
$1.68M -$607K -25,503 -27%
DWM
130
Destination Wealth Management
California
$1.66M +$272K +11,432 +20%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$1.61M – – –
IPC
132
Independent Portfolio Consultants
Florida
$1.53M +$195K +8,200 +15%
HIC
133
Holderness Investments Company
North Carolina
$1.53M +$107K +4,503 +8%
CS
134
Comerica Securities
Michigan
$1.47M +$161K +6,789 +12%
BW
135
Bison Wealth
Georgia
$1.38M -$164K -6,934 -11%
OC
136
Oppenheimer & Co
New York
$1.37M -$22.1K -927 -2%
HighTower Advisors
137
HighTower Advisors
Illinois
$1.31M -$79K -3,321 -6%
PFA
138
Paradigm Financial Advisors
Missouri
$1.3M -$321K -13,515 -20%
CG
139
Colony Group
Massachusetts
$1.27M +$1.21M +50,755 +2,115%
PAG
140
Private Advisor Group
New Jersey
$1.25M -$91.9K -3,863 -7%
CA
141
Cetera Advisors
Colorado
$1.21M +$30.3K +1,272 +3%
KL
142
KWMG LLC
Kansas
$1.2M -$264K -11,086 -18%
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
$1.19M -$24.2K -1,018 -2%
GWM
144
Gupta Wealth Management
California
$1.17M -$15.8K -664 -1%
TIM
145
Tortoise Investment Management
New York
$1.16M -$841K -35,346 -42%
BTS
146
BB&T Securities
Virginia
$1.15M +$467K +19,638 +68%
BRWA
147
B. Riley Wealth Advisors
Florida
$1.13M -$52.8K -2,216 -4%
MC
148
Muzinich & Co
New York
$1.13M -$2.95M -124,070 -72%
EWA
149
EP Wealth Advisors
California
$1.12M -$572K -24,050 -34%
AGA
150
Accuvest Global Advisors
Utah
$1.1M +$434K +18,250 +65%
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6
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