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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

260 hedge funds and large institutions have $2.7B invested in Invesco Senior Loan ETF in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
260
Holders Change
–
Holders Change %
0%
% of All Funds
6.94%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.53%
New
36
Increased
65
Reduced
119
Closed
35
Calls
–
Puts
$24.8M
Net Calls
-$24.8M
Net Calls Change
-$486K

Top Buyers

1
CGI
1
CI Global Investments
California
$46.5M
2
BCC
2
Bain Capital Credit
Massachusetts
$41M
3
BIT
3
BlackRock Institutional Trust
California
$32.4M
4
CS
4
Credit Suisse
Switzerland
$29.4M
5
BlackRock
5
BlackRock
New York
$19.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$76.5M
2
HMC
2
Harvard Management Company
Massachusetts
$0
3
IA
3
IndexIQ Advisors
New York
$176M
4
WTB
4
Washington Trust Bank
Washington
$0
5
LPL Financial
5
LPL Financial
California
$31.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
176
Hilton Capital Management
New York
– – – –
ECM
177
ETrade Capital Management
Virginia
$436K 19,176 +3,982 +26%
SWP
178
Stratos Wealth Partners
Ohio
$427K 18,807 -20,797 -53%
PFS
179
Prospera Financial Services
Texas
$421K 18,531 -4,768 -20%
IF
180
Ironwood Financial
Arizona
$415K 18,268 +18,268 New
VKH
181
Virtu KCG Holdings
New York
$387K 17,036 -49,070 -74%
IA
182
IFP Advisors
Florida
$381K 16,914 -29,975 -64%
GAG
183
GM Advisory Group
New York
$376K 16,550 – –
PA
184
Paracle Advisors
Washington
$351K 15,469 -11,449 -43%
IHL
185
Investment House LLC
California
$345K 15,170 +15,170 New
HCM
186
Harvest Capital Management
New Hampshire
$342K 15,075 -450 -3%
DAS
187
Dynamic Advisor Solutions
Arizona
$340K 14,983 +1,658 +12%
EWA
188
EP Wealth Advisors
California
$338K 14,860 -192,500 -93%
TF
189
Tompkins Financial
New York
$334K 14,705 – –
IB
190
Intrust Bank
Kansas
$331K 14,580 – –
TCB
191
Texas Capital Bancshares
Texas
$331K 14,550 +14,550 New
EAMA
192
EFG Asset Management (Americas)
Florida
$328K 14,426 +1,445 +11%
AIA
193
Allegis Investment Advisors
Idaho
$324K 14,270 – –
CFA
194
Cahill Financial Advisors
Minnesota
$317K 13,946 – –
EDRH
195
Edmond de Rothschild Holding
Switzerland
$314K 13,846 -11,237 -45%
EDRE
196
Edmond de Rothschild (Europe)
Luxembourg
$314K 13,846 -11,237 -45%
RC
197
Roundview Capital
New Jersey
$306K 13,455 +2,500 +23%
EC
198
Estate Counselors
Wisconsin
$304K 13,370 +13,370 New
WAMC
199
Western Asset Management Company
California
$300K 13,200 +13,200 New
US Bancorp
200
US Bancorp
Minnesota
$288K 12,666 -29,061 -70%
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