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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

273 hedge funds and large institutions have $3.19B invested in Invesco Senior Loan ETF in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 123 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+27
Holders Change %
+10.98%
% of All Funds
7.93%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
1.07%
New
53
Increased
123
Reduced
68
Closed
22
Calls
–
Puts
$1.26M
Net Calls
-$1.26M
Net Calls Change
+$654K

Top Buyers

1
AB
Aozora Bank
Japan
$150M
2
BCM
Bluefin Capital Management
New York
$87.1M
3
Goldman Sachs
Goldman Sachs
New York
$194M
4
QI
QS Investors
New York
$59.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.2M

Top Sellers

1
RIG
RiverFront Investment Group
Virginia
$16.6M
2
SCM
SCS Capital Management
Massachusetts
$0
3
Jane Street
Jane Street
New York
$976K
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
5
AssetMark Inc
AssetMark Inc
California
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
151
ProVise Management Group
Florida
$1.84M -$796K -31,972 -30%
ADBIC
152
A.D. Beadell Investment Counsel
Wisconsin
$1.76M +$64.7K +2,600 +4%
Nuveen Asset Management
153
Nuveen Asset Management
Illinois
$1.72M +$1.24M +50,000 +263%
BRWA
154
B. Riley Wealth Advisors
Florida
$1.7M +$310K +12,450 +22%
IH
155
IFC Holdings
Florida
$1.7M +$178K +7,181 +12%
SC
156
SouthState Corp
Florida
$1.66M +$1.37M +55,015 +474%
DMS
157
Discretionary Management Services
Kansas
$1.6M +$392K +15,750 +33%
GCM
158
Grisanti Capital Management
New York
$1.52M +$228K +9,165 +18%
FHA
159
First Horizon Advisors
Tennessee
$1.51M +$219K +8,799 +17%
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$1.5M +$1.02M +40,944 +213%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$1.41M +$632K +25,392 +81%
DWM
162
Destination Wealth Management
California
$1.38M +$7.07K +284 +0.5%
BFC
163
Blue Fin Capital
Rhode Island
$1.3M +$1.3M +52,235 New
CB
164
Commerce Bank
Missouri
$1.3M +$1.3M +52,190 New
HC
165
Highmount Capital
New York
$1.29M +$390K +15,675 +43%
CCWA
166
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M -$38.8K -1,559 -3%
CA
167
Cetera Advisors
Colorado
$1.28M +$220K +8,858 +21%
VAM
168
Visionary Asset Management
Texas
$1.27M +$1.27M +51,114 New
PFA
169
Paradigm Financial Advisors
Missouri
$1.27M +$1.27M +50,936 New
SCA
170
STALEY CAPITAL ADVISERS
Pennsylvania
$1.18M +$174K +7,000 +17%
Barclays
171
Barclays
United Kingdom
$1.16M -$408K -17,029 -26%
BEC
172
Blue Edge Capital
Virginia
$1.11M +$1.11M +44,612 New
NVIM
173
New Vernon Investment Management
Illinois
$1.06M – – –
SWM
174
SVA Wealth Management
Wisconsin
$1.05M +$1.05M +42,300 New
MBT
175
Monroe Bank & Trust
Michigan
$1.04M -$591K -23,738 -36%
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7
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