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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

291 hedge funds and large institutions have $3.69B invested in Invesco Senior Loan ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 152 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+18
Holders Change %
+6.59%
% of All Funds
8.41%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.1%
New
37
Increased
152
Reduced
67
Closed
16
Calls
–
Puts
$3.04M
Net Calls
-$3.04M
Net Calls Change
-$1.78M

Top Buyers

1
AB
Aozora Bank
Japan
$299M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
3
Goldman Sachs
Goldman Sachs
New York
$260M
4
ACM
Aviance Capital Management
Florida
$60.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$64.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$124M
2
HCM
Hilton Capital Management
New York
$27.8M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$143M
4
BCM
Bluefin Capital Management
New York
$65.5M
5
MM
Main Management
California
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
151
Cullen/Frost Bankers
Texas
$1.99M +$80.7K +3,254 +4%
AL
152
Aspiriant LLC
California
$1.93M +$1.93M +77,804 New
DMS
153
Discretionary Management Services
Kansas
$1.93M +$337K +13,600 +21%
GCM
154
Grisanti Capital Management
New York
$1.9M +$393K +15,850 +26%
VAM
155
Visionary Asset Management
Texas
$1.9M +$631K +25,431 +50%
AUIM
156
Aegon USA Investment Management
Iowa
$1.89M +$1.89M +76,200 New
BRWA
157
B. Riley Wealth Advisors
Florida
$1.86M +$165K +6,667 +10%
PFA
158
Paradigm Financial Advisors
Missouri
$1.86M +$599K +24,139 +47%
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$1.86M – – –
FIM
160
Freedom Investment Management
Connecticut
$1.85M -$1.03M -41,443 -36%
UCFA
161
United Capital Financial Advisors
Texas
$1.85M +$1.03M +41,518 +126%
WA
162
WFG Advisors
Texas
$1.85M -$173K -6,962 -9%
IH
163
IFC Holdings
Florida
$1.8M +$96.8K +3,890 +6%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$1.79M +$1.79M +68,960 New
ADBIC
165
A.D. Beadell Investment Counsel
Wisconsin
$1.78M +$17.4K +700 +1%
IHL
166
Investment House LLC
California
$1.66M +$1.66M +66,895 New
BFC
167
Blue Fin Capital
Rhode Island
$1.63M +$329K +13,250 +25%
CA
168
Cetera Advisors
Colorado
$1.62M +$349K +14,111 +27%
ACI
169
Alpha Cubed Investments
California
$1.62M +$895K +36,069 +124%
TNBTD
170
Trustmark National Bank Trust Department
Mississippi
$1.56M +$63.2K +2,546 +4%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$1.41M +$8.78K +354 +0.6%
IPC
172
Independent Portfolio Consultants
Florida
$1.41M +$1.41M +56,800 New
DWM
173
Destination Wealth Management
California
$1.4M +$21.6K +869 +2%
HC
174
Highmount Capital
New York
$1.37M +$76.9K +3,100 +6%
BEC
175
Blue Edge Capital
Virginia
$1.36M +$250K +10,088 +23%
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