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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 %
TIM
176
Tortoise Investment Management
New York
$1.32M +$994K +40,070 +310%
CB
177
Commerce Bank
Missouri
$1.3M – – –
BHB
178
Bank Hapoalim BM
Israel
$1.29M – – –
SCM
179
Saba Capital Management
New York
$1.28M -$2.07M -83,451 -62%
FHA
180
First Horizon Advisors
Tennessee
$1.26M -$243K -9,800 -16%
CCWA
181
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M -$21.8K -878 -2%
SWM
182
SVA Wealth Management
Wisconsin
$1.23M +$179K +7,230 +17%
SCA
183
STALEY CAPITAL ADVISERS
Pennsylvania
$1.2M +$24.8K +1,000 +2%
PAG
184
Private Advisor Group
New Jersey
$1.16M +$507K +20,438 +78%
HCM
185
Harvey Capital Management
Florida
$1.1M +$79.6K +3,210 +8%
Barclays
186
Barclays
United Kingdom
$1.08M -$85.3K -3,553 -7%
NVIM
187
New Vernon Investment Management
Illinois
$1.06M – – –
WA
188
Winfield Associates
Ohio
$1.05M +$184K +7,400 +21%
Jane Street
189
Jane Street
New York
$1.02M +$46.2K +1,861 +5%
EAM
190
Evanson Asset Management
California
$1.02M +$485K +19,537 +91%
MWR
191
McAdams Wright Ragen
Washington
$997K +$414K +16,700 +71%
ACM
192
Avalon Capital Management
California
$924K +$688K +27,736 +291%
NCM
193
Narwhal Capital Management
Georgia
$908K +$361K +14,570 +66%
NPC
194
National Planning Corporation
California
$886K -$43.9K -1,769 -5%
CAM
195
Capstone Asset Management
Texas
$852K +$72.1K +2,905 +9%
HCM
196
Harvest Capital Management
New Hampshire
$825K +$80.6K +3,250 +11%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$818K +$818K +32,986 New
ACM
198
Ashford Capital Management
Delaware
$779K +$211K +8,527 +37%
Citadel Advisors
199
Citadel Advisors
Florida
$763K +$763K +30,759 New
HFS
200
HL Financial Services
Kentucky
$749K +$95.8K +3,860 +15%
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