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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

276 hedge funds and large institutions have $2.89B invested in Invesco Senior Loan ETF in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
7.36%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.59%
New
43
Increased
91
Reduced
113
Closed
39
Calls
–
Puts
$33.4M
Net Calls
-$33.4M
Net Calls Change
-$5.92M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.3M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$125M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$52.5M
4
UBS Group
4
UBS Group
Switzerland
$199M
5
AssetMark Inc
5
AssetMark Inc
California
$43.2M

Top Sellers

1
AB
1
Aozora Bank
Japan
$96.4M
2
ACM
2
Aviance Capital Management
Florida
$62.2M
3
Barclays
3
Barclays
United Kingdom
$0
4
IA
4
IndexIQ Advisors
New York
$103M
5
EWA
5
EP Wealth Advisors
California
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$1.19M -$831K -34,481 -41%
CA
152
Cetera Advisors
Colorado
$1.19M -$196K -8,179 -14%
WB
153
Webster Bank
Connecticut
$1.11M – – –
CCWA
154
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M -$28.5K -1,183 -3%
AAMU
155
Amundi Asset Management US
Massachusetts
$1.01M – – –
VAM
156
Visionary Asset Management
Texas
$1.01M +$1,000K +41,502 +12,065%
MP
157
Manifold Partners
California
$988K +$602K +25,000 +156%
BCM
158
Brookstone Capital Management
Illinois
$935K +$611K +25,379 +189%
SAM
159
Shamrock Asset Management
Texas
$930K -$444K -18,415 -32%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$854K -$333K -13,815 -28%
BAC
161
Boys Arnold & Co
North Carolina
$850K -$269K -11,156 -24%
AIM
162
Astor Investment Management
Illinois
$849K +$77.6K +3,220 +10%
SIA
163
Starfire Investment Advisers
Michigan
$835K +$835K +34,670 New
TSS
164
Two Sigma Securities
New York
$817K +$538K +22,320 +193%
PA
165
Pinnacle Associates
New York
$777K -$3.42K -142 -0.4%
RIG
166
Roosevelt Investment Group
New York
$762K +$762K +31,615 New
WA
167
Winfield Associates
Ohio
$753K -$4.82K -200 -0.6%
HA
168
Hays Advisory
Tennessee
$744K +$159K +6,589 +27%
SPC
169
Sigma Planning Corp
Michigan
$698K -$1.59M -66,074 -70%
AGA
170
Accuvest Global Advisors
Utah
$678K -$784K -32,580 -54%
B
171
Bailard
California
$675K – – –
OFG
172
OTA Financial Group
New York
$675K +$675K +28,030 New
HCM
173
Hollencrest Capital Management
California
$665K -$141K -5,836 -17%
PFS
174
Prospera Financial Services
Texas
$656K +$72K +2,987 +12%
EC
175
Estate Counselors
Wisconsin
$634K +$634K +26,300 New
5 6
7
8 9