BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

277 hedge funds and large institutions have $2.96B invested in Invesco Senior Loan ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 74 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+11
Holders Change %
+4.14%
% of All Funds
7.39%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.75%
New
56
Increased
74
Reduced
127
Closed
39
Calls
–
Puts
$27.4M
Net Calls
-$27.4M
Net Calls Change
+$30.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$260M
2
IA
2
IndexIQ Advisors
New York
$126M
3
PI
3
PineBridge Investments
New York
$32.7M
4
Barclays
4
Barclays
United Kingdom
$26.1M
5
EWA
5
EP Wealth Advisors
California
$21.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$95.1M
2
Franklin Resources
2
Franklin Resources
California
$83.5M
3
EC
3
Everest Capital
Florida
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.4M
5
HCM
5
Hilton Capital Management
New York
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
WFG Advisors
Texas
$1.24M -$227K -9,432 -16%
TFA
152
Transamerica Financial Advisors
Florida
$1.21M +$44.5K +1,851 +4%
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$1.2M +$1.2M +49,989 New
RJFSA
154
Raymond James Financial Services Advisors
Florida
$1.18M -$263K -10,953 -18%
CAM
155
Capstone Asset Management
Texas
$1.16M -$187K -7,760 -14%
UCFA
156
United Capital Financial Advisors
Texas
$1.14M -$2.34M -97,434 -67%
BAC
157
Boys Arnold & Co
North Carolina
$1.12M -$805K -33,496 -42%
HCM
158
Hilton Capital Management
New York
$1.11M -$25.9M – –
WB
159
Webster Bank
Connecticut
$1.11M -$143K -5,963 -11%
CCWA
160
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M -$68.4K -2,844 -6%
AAMU
161
Amundi Asset Management US
Massachusetts
$1.01M +$1.01M +42,000 New
SI
162
SII Investments
Wisconsin
$914K +$94.5K +3,923 +12%
CS
163
Comerica Securities
Michigan
$895K +$384K +15,973 +75%
PPA
164
Parametric Portfolio Associates
Washington
$842K +$198K +8,235 +31%
HCM
165
Hollencrest Capital Management
California
$804K -$1.32M -54,825 -62%
BSB
166
Bangor Savings Bank
Maine
$796K -$8.24M -342,686 -91%
PA
167
Pinnacle Associates
New York
$779K -$13K -541 -2%
ACM
168
Avalon Capital Management
California
$772K -$103K -4,298 -12%
AIM
169
Astor Investment Management
Illinois
$769K +$79.5K +3,310 +12%
WA
170
Winfield Associates
Ohio
$756K -$276K -11,500 -27%
Citadel Advisors
171
Citadel Advisors
Florida
$678K -$253K -10,534 -27%
B
172
Bailard
California
$673K – – –
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$638K +$256K +10,638 +67%
BRWM
174
B. Riley Wealth Management
Tennessee
$636K -$226K -9,407 -26%
TIM
175
Tortoise Investment Management
New York
$598K +$190K +7,905 +47%
5 6
7
8 9