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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 %
CG
176
Colony Group
Massachusetts
$596K -$127K -5,270 -18%
JPTCCM
177
J.P. Turner & Co Capital Management
Georgia
$590K +$590K +24,670 New
IF
178
Ironwood Financial
Arizona
$588K +$588K +24,472 New
HA
179
Hays Advisory
Tennessee
$584K +$42.9K +1,783 +8%
GJIC
180
Gamble Jones Investment Counsel
California
$583K -$47.7K -1,988 -8%
PFS
181
Prospera Financial Services
Texas
$583K -$2.89K -120 -0.5%
TAM
182
Trust Asset Management
Texas
$577K +$577K +24,028 New
CWM
183
Concert Wealth Management
California
$550K +$550K +22,859 New
Fidelity Investments
184
Fidelity Investments
Massachusetts
$531K +$531K +22,100 New
TF
185
Tompkins Financial
New York
$513K -$9.85K -410 -2%
NCM
186
Newgate Capital Management
Connecticut
$500K +$500K +20,881 New
SWP
187
Stratos Wealth Partners
Ohio
$498K +$498K +20,722 New
AA
188
Alesco Advisors
New York
$497K -$40.9K -1,700 -8%
Natixis Advisors
189
Natixis Advisors
Massachusetts
$473K +$27.5K +1,145 +6%
PA
190
Paracle Advisors
Washington
$472K +$472K +19,672 New
SLA
191
Silver Lake Advisory
Utah
$466K +$11.7K +489 +3%
EAMA
192
EFG Asset Management (Americas)
Florida
$465K +$398K +16,577 +593%
UFA
193
US Financial Advisors
Massachusetts
$465K +$465K +19,349 New
HCM
194
Harvest Capital Management
New Hampshire
$460K -$55.2K -2,300 -11%
PAS
195
Partnervest Advisory Services
California
$437K -$23.6K -981 -5%
CCA
196
Catalyst Capital Advisors
New York
$422K +$76.8K +3,200 +22%
AB
197
AT Bancorp
Iowa
$403K -$57.2K -2,378 -12%
GAG
198
GM Advisory Group
New York
$403K +$403K +16,770 New
SFA
199
Sequoia Financial Advisors
Ohio
$392K -$84.3K -3,505 -18%
MP
200
Manifold Partners
California
$384K -$528K -22,000 -58%
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