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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

254 hedge funds and large institutions have $2.75B invested in Invesco Senior Loan ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-15
Holders Change %
-5.58%
% of All Funds
7.1%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.53%
New
22
Increased
63
Reduced
135
Closed
34
Calls
–
Puts
$19.7M
Net Calls
-$19.7M
Net Calls Change
-$1.19M

Top Buyers

1
IA
IndexIQ Advisors
New York
$122M
2
ACM
Aviance Capital Management
Florida
$55.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
$121M
4
JCM
Janney Capital Management
Pennsylvania
$23.6M
5
UBS Group
UBS Group
Switzerland
$210M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$193M
2
Franklin Resources
Franklin Resources
California
$83.7M
3
Morgan Stanley
Morgan Stanley
New York
$132M
4
Bank of America
Bank of America
North Carolina
$87.7M
5
HI
Horizon Investments
North Carolina
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
126
Hillsdale Investment Management
Ontario, Canada
$1.32M -$1.63M -70,900 -55%
HighTower Advisors
127
HighTower Advisors
Illinois
$1.31M +$38.1K +1,650 +3%
OC
128
Oppenheimer & Co
New York
$1.31M -$16.8K -727 -1%
IH
129
IFC Holdings
Florida
$1.3M -$399K -17,204 -24%
EWA
130
EP Wealth Advisors
California
$1.29M +$204K +8,870 +19%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$1.29M +$746K +32,357 +138%
CA
132
Cetera Advisors
Colorado
$1.18M +$6.7K +291 +0.6%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$1.13M -$1.93M -83,861 -63%
BW
134
Bison Wealth
Georgia
$1.13M -$207K -9,029 -15%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$1.08M -$105K -4,418 -9%
AGA
136
Accuvest Global Advisors
Utah
$1.07M – – –
US Bancorp
137
US Bancorp
Minnesota
$1.07M +$799K +34,697 +298%
BRWA
138
B. Riley Wealth Advisors
Florida
$1.06M -$26.3K -1,142 -2%
PFA
139
Paradigm Financial Advisors
Missouri
$1.03M -$237K -10,317 -19%
WB
140
Webster Bank
Connecticut
$1.01M -$13.8K -600 -1%
KL
141
KWMG LLC
Kansas
$1.01M -$155K -6,724 -13%
BTS
142
BB&T Securities
Virginia
$971K -$144K -6,267 -13%
MFS
143
MSI Financial Services
Massachusetts
$944K -$114K -4,962 -11%
SWP
144
Stratos Wealth Partners
Ohio
$864K +$541K +23,479 +167%
SAM
145
Shamrock Asset Management
Texas
$810K -$22.3K -965 -3%
HCM
146
Hilton Capital Management
New York
$806K -$833K – –
SIA
147
Starfire Investment Advisers
Michigan
$779K -$18.2K -790 -2%
Nomura Holdings
148
Nomura Holdings
Japan
$711K -$2.9M -124,930 -80%
AIM
149
Astor Investment Management
Illinois
$700K -$53.7K -2,329 -7%
WA
150
Winfield Associates
Ohio
$697K -$23K -1,000 -3%
4 5
6
7 8