BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

254 hedge funds and large institutions have $2.75B invested in Invesco Senior Loan ETF in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 135 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-15
Holders Change %
-5.58%
% of All Funds
7.1%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.53%
New
22
Increased
63
Reduced
135
Closed
34
Calls
–
Puts
$19.7M
Net Calls
-$19.7M
Net Calls Change
-$1.19M

Top Buyers

1
IA
IndexIQ Advisors
New York
$122M
2
ACM
Aviance Capital Management
Florida
$55.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
$121M
4
JCM
Janney Capital Management
Pennsylvania
$23.6M
5
UBS Group
UBS Group
Switzerland
$210M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$193M
2
Franklin Resources
Franklin Resources
California
$83.7M
3
Morgan Stanley
Morgan Stanley
New York
$132M
4
Bank of America
Bank of America
North Carolina
$87.7M
5
HI
Horizon Investments
North Carolina
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
176
PineBridge Investments
New York
$421K – – –
JPTCCM
177
J.P. Turner & Co Capital Management
Georgia
$415K -$32.5K -1,426 -7%
ACM
178
Argentus Capital Management
Texas
$402K +$402K +17,469 New
HPBT
179
High Point Bank & Trust
North Carolina
$399K -$55.4K -2,402 -12%
PAS
180
Partnervest Advisory Services
California
$394K -$46.6K -2,024 -11%
FA
181
FDx Advisors
Illinois
$394K -$159K -6,902 -29%
ICOA
182
Investment Centers of America
North Dakota
$390K +$175K +7,561 +82%
UFA
183
US Financial Advisors
Massachusetts
$388K -$54.9K -2,380 -12%
EAMA
184
EFG Asset Management (Americas)
Florida
$383K -$50.9K -2,210 -12%
LI
185
LVZ Inc
Michigan
$382K +$39.3K +1,704 +11%
GAG
186
GM Advisory Group
New York
$381K +$184 +8 +0%
HCM
187
Harvest Capital Management
New Hampshire
$373K – – –
KFC
188
Klingenstein Fields & Co
New York
$346K -$13.8K -600 -4%
WA
189
WFG Advisors
Texas
$340K -$12.7K -549 -4%
TF
190
Tompkins Financial
New York
$339K – – –
IB
191
Intrust Bank
Kansas
$336K – – –
CWM
192
Concert Wealth Management
California
$330K +$103K +4,474 +45%
CFA
193
Cahill Financial Advisors
Minnesota
$322K – – –
Natixis Advisors
194
Natixis Advisors
Massachusetts
$321K -$13K -565 -4%
SI
195
SII Investments
Wisconsin
$318K -$137K -6,014 -30%
SFM
196
Signet Financial Management
New Jersey
$316K -$19.2K -832 -6%
GLA
197
Great Lakes Advisors
Illinois
$314K -$1.91K -83 -0.6%
BFEC
198
Benjamin F. Edwards & Company
Missouri
$309K -$52K -2,255 -14%
FUBT
199
First United Bank & Trust
Maryland
$304K +$56.6K +2,458 +23%
YMRC
200
Yorktown Management & Research Company
Virginia
$276K – – –
6 7
8
9 10