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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

260 hedge funds and large institutions have $2.56B invested in Invesco Senior Loan ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
43
Increased
75
Reduced
113
Closed
34
Calls
$8.53M
Puts
$32.9M
Net Calls
-$24.3M
Net Calls Change
-$4.67M

Top Buyers

1
IA
IndexIQ Advisors
New York
$203M
2
HMC
Harvard Management Company
Massachusetts
$69.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.2M
4
Morgan Stanley
Morgan Stanley
New York
$150M
5
LPL Financial
LPL Financial
California
$43.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$264K
2
WI
WBI Investments
New Jersey
$0
3
Wells Fargo
Wells Fargo
California
$31.5M
4
UBS Group
UBS Group
Switzerland
$169M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
176
Curian Capital
Colorado
$488K -$1.34M -59,631 -73%
GWM
177
Gupta Wealth Management
California
$476K +$429K +19,178 +921%
AA
178
Alesco Advisors
New York
$467K -$19.3K -862 -4%
FFS
179
Founders Financial Securities
Maryland
$450K +$30.7K +1,371 +7%
HI
180
Horizon Investments
North Carolina
$450K +$31.1K +1,388 +7%
HCM
181
Hengehold Capital Management
Ohio
$444K -$1.1M -49,109 -71%
CIA
182
Covington Investment Advisors
Pennsylvania
$428K -$27.3K -1,217 -6%
DWT
183
Dorsey & Whitney Trust
South Dakota
$399K +$399K +17,825 New
GAG
184
GM Advisory Group
New York
$371K – – –
CCS
185
Crosspoint Capital Strategies
California
$358K +$355K +14,747 +10,924%
AEPG
186
American Economic Planning Group
New Jersey
$353K +$353K +15,756 New
TIM
187
Tortoise Investment Management
New York
$350K -$178K -7,942 -34%
FUBT
188
First United Bank & Trust
Maryland
$350K +$54.6K +2,440 +18%
HCM
189
Harvest Capital Management
New Hampshire
$348K -$3.03K -135 -0.9%
ECM
190
ETrade Capital Management
Virginia
$340K +$107K +4,777 +46%
GLA
191
Great Lakes Advisors
Illinois
$332K +$26.5K +1,180 +9%
TF
192
Tompkins Financial
New York
$329K – – –
PPA
193
Parametric Portfolio Associates
Washington
$327K -$200K -8,956 -38%
IB
194
Intrust Bank
Kansas
$327K – – –
AIA
195
Allegis Investment Advisors
Idaho
$320K +$320K +14,270 New
UFA
196
US Financial Advisors
Massachusetts
$314K -$62.6K -2,796 -17%
CFA
197
Cahill Financial Advisors
Minnesota
$313K – – –
ACM
198
Argentus Capital Management
Texas
$301K -$90.3K -4,032 -23%
DAS
199
Dynamic Advisor Solutions
Arizona
$298K +$298K +13,325 New
BFEC
200
Benjamin F. Edwards & Company
Missouri
$295K -$5.29K -236 -2%
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8
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