BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

246 hedge funds and large institutions have $2.88B invested in Invesco Senior Loan ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 134 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
246
Holders Change
+28
Holders Change %
+12.84%
% of All Funds
7.98%
Holding in Top 10
33
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+50%
% of All Funds
1.07%
New
44
Increased
134
Reduced
44
Closed
13
Calls
–
Puts
$1.91M
Net Calls
-$1.91M
Net Calls Change
-$416K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$186M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$82M
3
Goldman Sachs
3
Goldman Sachs
New York
$157M
4
AssetMark Inc
4
AssetMark Inc
California
$34M
5
Wells Fargo
5
Wells Fargo
California
$189M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.92M
2
HIM
2
Hanlon Investment Management
New Jersey
$0
3
GCM
3
Graham Capital Management
Connecticut
$2.92M
4
BTS
4
BB&T Securities
Virginia
$41.3M
5
HCM
5
Hengehold Capital Management
Ohio
$5.52M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
201
SII Investments
Wisconsin
$309K 12,533 -3,101 -20%
RCAG
202
Rehmann Capital Advisory Group
Michigan
$298K 12,055 -1,632 -12%
RJFSA
203
Raymond James Financial Services Advisors
Florida
$296K 12,011 -126,245 -91%
FIAS
204
FinTrust Investment Advisory Services
South Carolina
$289K 11,712 -2,273 -16%
SC
205
SouthState Corp
Florida
$287K 11,618 +11,618 New
PSI
206
Pinnacle Summer Investments
Virginia
$284K 11,520 +11,520 New
KFS
207
KMS Financial Services
Washington
$282K 11,437 +11,437 New
NES
208
New England Securities
New York
$248K 10,043 -2,622 -21%
CCM
209
Cutler Capital Management
Massachusetts
$248K 10,040 +10,040 New
CCMG
210
Clark Capital Management Group
Pennsylvania
$247K 9,996 -111,923 -92%
GT
211
Glenmede Trust
Pennsylvania
$246K 10,000 -218 -2%
AT
212
Arden Trust
Delaware
$234K 9,494 +9,494 New
CAN
213
Cetera Advisor Networks
California
$233K 9,489 +9,489 New
ACM
214
Avalon Capital Management
California
$231K 9,360 – –
UR
215
USCA RIA
Texas
$230K 9,300 -3,715 -29%
ATC
216
Argent Trust Company
Louisiana
$225K 9,110 +9,110 New
JFGIW
217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K 8,900 +1,000 +13%
CIA
218
Covington Investment Advisors
Pennsylvania
$218K 8,840 -325 -4%
BFA
219
Beaumont Financial Advisors
Massachusetts
$218K 8,823 +8,823 New
SAM
220
SignalPoint Asset Management
Missouri
$203K 8,245 +8,245 New
PAS
221
Partnervest Advisory Services
California
$197K 8,000 +8,000 New
DBT
222
Dubuque Bank & Trust
Iowa
$169K 6,845 +2,580 +60%
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$168K 6,780 +6,780 New
1IC
224
1919 Investment Counsel
Maryland
$134K 5,400 – –
QBFM
225
QS Batterymarch Financial Management
New York
$123K 4,960 – –
7 8
9
10 11