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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 %
CCA
151
Catalyst Capital Advisors
New York
$1.19M 48,000 +36,000 +300%
HW
152
Hancock Whitney
Mississippi
$1.14M 46,211 +46,211 New
NVIM
153
New Vernon Investment Management
Illinois
$1.05M 42,600 -72,900 -63%
CA
154
Cetera Advisors
Colorado
$1.05M 42,651 +9,826 +30%
SI
155
Stephens Inc
Arkansas
$1M 40,570 +2,206 +6%
RC
156
Roundview Capital
New Jersey
$1M 40,500 – –
SCA
157
STALEY CAPITAL ADVISERS
Pennsylvania
$995K 40,300 +2,300 +6%
CA
158
Commerzbank Aktiengesellschaft
Germany
$947K 38,390 -46,514 -55%
NPC
159
National Planning Corporation
California
$945K 38,242 +5,368 +16%
TIM
160
Tortoise Investment Management
New York
$938K 38,000 +9,200 +32%
VWM
161
Vector Wealth Management
Minnesota
$906K 36,695 +22,056 +151%
HC
162
Highmount Capital
New York
$896K 36,300 +7,300 +25%
AA
163
Ancora Advisors
Ohio
$877K 35,527 +2,453 +7%
CAM
164
Capstone Asset Management
Texas
$826K 33,450 +15,855 +90%
AFC
165
AFT Forsyth & Company
Florida
$807K 32,705 +655 +2%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$791K 32,049 +1,067 +3%
UCFA
167
United Capital Financial Advisors
Texas
$787K 31,902 -3,100 -9%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$771K 31,237 -6,807 -18%
ACM
169
Ashford Capital Management
Delaware
$768K 31,131 +10,037 +48%
HCM
170
Harvest Capital Management
New Hampshire
$740K 30,000 +1,300 +5%
HIM
171
Hillsdale Investment Management
Ontario, Canada
$679K 27,500 -2,700 -9%
CHAM
172
Clear Harbor Asset Management
Connecticut
$674K 27,310 +60 +0.2%
CTA
173
Chesley Taft & Associates
Illinois
$639K 25,875 +2,245 +10%
GWM
174
Greenwich Wealth Management
Connecticut
$599K 24,277 +24,277 New
TFA
175
Transamerica Financial Advisors
Florida
$597K 24,170 -150,978 -86%
5 6
7
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