BKLN icon

Invesco Senior Loan ETF
BKLN

Overview Fund Activity

291 hedge funds and large institutions have $3.69B invested in Invesco Senior Loan ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 152 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+18
Holders Change %
+6.59%
% of All Funds
8.41%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
1.1%
New
37
Increased
152
Reduced
67
Closed
16
Calls
–
Puts
$3.04M
Net Calls
-$3.04M
Net Calls Change
-$1.78M

Top Buyers

1
AB
Aozora Bank
Japan
$299M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
3
Goldman Sachs
Goldman Sachs
New York
$260M
4
ACM
Aviance Capital Management
Florida
$60.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$64.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$124M
2
HCM
Hilton Capital Management
New York
$27.8M
3
TD Asset Management
TD Asset Management
Ontario, Canada
$143M
4
BCM
Bluefin Capital Management
New York
$65.5M
5
MM
Main Management
California
$5.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
Ancora Advisors
Ohio
$743K -$104K -4,181 -12%
CHAM
202
Clear Harbor Asset Management
Connecticut
$719K +$21.3K +860 +3%
BRWM
203
B. Riley Wealth Management
Tennessee
$684K +$684K +27,565 New
HIM
204
Hillsdale Investment Management
Ontario, Canada
$682K – – –
TWM
205
Torch Wealth Management
Ohio
$655K +$655K +26,400 New
Creative Planning
206
Creative Planning
Kansas
$630K +$179K +7,223 +40%
AB
207
AT Bancorp
Iowa
$614K – – –
BFEC
208
Benjamin F. Edwards & Company
Missouri
$606K +$50.6K +2,039 +9%
TFA
209
Transamerica Financial Advisors
Florida
$591K +$186K +7,483 +46%
TSW
210
Thompson Siegel & Walmsley
Virginia
$571K – – –
RJFSA
211
Raymond James Financial Services Advisors
Florida
$570K +$128K +5,141 +29%
LWI
212
Long Wharf Investors
Massachusetts
$570K +$570K +22,985 New
PFS
213
Prospera Financial Services
Texas
$559K +$20.4K +822 +4%
SFA
214
Sequoia Financial Advisors
Ohio
$558K +$164K +6,609 +42%
GJIC
215
Gamble Jones Investment Counsel
California
$546K +$546K +21,994 New
GBA
216
Garrison Bradford & Associates
New York
$526K +$248K +10,000 +89%
Bank of New York Mellon
217
Bank of New York Mellon
New York
$521K +$59.8K +2,412 +13%
SF
218
Synovus Financial
Georgia
$520K -$26.3K -1,060 -5%
NES
219
New England Securities
New York
$515K +$106K +4,277 +26%
MBT
220
Monroe Bank & Trust
Michigan
$504K -$528K -21,285 -51%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$491K -$350K -14,116 -42%
SI
222
SII Investments
Wisconsin
$480K +$3.26K +131 +0.7%
SC
223
SouthState Corp
Florida
$464K -$1.19M -47,924 -72%
PAS
224
Partnervest Advisory Services
California
$460K +$125K +5,024 +37%
RT
225
Reliance Trust
Georgia
$457K +$210K +8,485 +85%
7 8
9
10 11