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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 %
KKRC
176
Kohlberg Kravis Roberts & Co
New York
$597K 24,200 +24,200 New
HFS
177
HL Financial Services
Kentucky
$570K 23,095 -702 -3%
IHL
178
Investment House LLC
California
$569K 23,069 +1,289 +6%
TSW
179
Thompson Siegel & Walmsley
Virginia
$568K 23,000 – –
SF
180
Synovus Financial
Georgia
$555K 22,515 +12,515 +125%
PFS
181
Prospera Financial Services
Texas
$536K 21,730 +8,764 +68%
AB
182
AT Bancorp
Iowa
$535K 21,642 +3,000 +16%
WI
183
WrapManager Inc
California
$499K 20,200 +9,413 +87%
TNBTD
184
Trustmark National Bank Trust Department
Mississippi
$474K 19,230 – –
RIA
185
Regal Investment Advisors
Michigan
$472K 19,124 +10,070 +111%
Nuveen Asset Management
186
Nuveen Asset Management
Illinois
$469K 19,000 – –
EC
187
Estate Counselors
Wisconsin
$452K 18,300 – –
CASB
188
Cape Ann Savings Bank
Massachusetts
$452K 18,316 +4,537 +33%
TF
189
Tompkins Financial
New York
$429K 17,375 +1,425 +9%
ACM
190
Argentus Capital Management
Texas
$409K 16,591 +1,947 +13%
ICM
191
Ionic Capital Management
New York
$398K 16,124 +16,124 New
WPC
192
Waters Parkerson & Co
Louisiana
$395K 16,000 – –
Bank of New York Mellon
193
Bank of New York Mellon
New York
$386K 15,625 +440 +3%
DMC
194
Drexel Morgan & Co
Pennsylvania
$369K 14,935 – –
BFEC
195
Benjamin F. Edwards & Company
Missouri
$354K 14,354 +6,583 +85%
MCC
196
Mid Continent Capital
Illinois
$336K 13,600 – –
RT
197
Reliance Trust
Georgia
$332K 13,424 +481 +4%
MG
198
MDE Group
New Jersey
$327K 13,244 – –
RJT
199
Raymond James Trust
Florida
$317K 12,864 +404 +3%
MWR
200
McAdams Wright Ragen
Washington
$314K 12,725 +12,725 New
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