BKLN icon

Invesco Senior Loan ETF

281 hedge funds and large institutions have $3.79B invested in Invesco Senior Loan ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 133 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-10
Holders Change %
-3.44%
% of All Funds
8.08%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.95%
New
19
Increased
133
Reduced
95
Closed
29
Calls
Puts
$3.38M
Net Calls
-$3.38M
Net Calls Change
-$340K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$621K -$11K -441 -2%
BFEC
202
Benjamin F. Edwards & Company
Missouri
$616K +$9K +362 +1%
AB
203
AT Bancorp
Iowa
$615K
NES
204
New England Securities
New York
$609K +$92.6K +3,725 +18%
PPA
205
Parametric Portfolio Associates
Washington
$595K -$2.37M -95,161 -80%
SI
206
SII Investments
Wisconsin
$593K +$114K +4,573 +24%
HFS
207
HL Financial Services
Kentucky
$579K -$172K -6,907 -23%
TIM
208
Tortoise Investment Management
New York
$577K -$741K -29,810 -56%
TSW
209
Thompson Siegel & Walmsley
Virginia
$572K
LWI
210
Long Wharf Investors
Massachusetts
$572K +$497 +20 +0.1%
PFS
211
Prospera Financial Services
Texas
$564K +$3.58K +144 +0.6%
AA
212
Ancora Advisors
Ohio
$560K -$184K -7,399 -25%
TF
213
Tompkins Financial
New York
$541K +$109K +4,390 +25%
GBA
214
Garrison Bradford & Associates
New York
$527K
SF
215
Synovus Financial
Georgia
$522K
RT
216
Reliance Trust
Georgia
$520K +$60.9K +2,447 +13%
SFA
217
Sequoia Financial Advisors
Ohio
$489K -$71K -2,852 -13%
KFS
218
KMS Financial Services
Washington
$486K +$102K +4,111 +27%
SLA
219
Silver Lake Advisory
Utah
$467K +$30.5K +1,229 +7%
PAS
220
Partnervest Advisory Services
California
$456K -$4.85K -195 -1%
CASB
221
Cape Ann Savings Bank
Massachusetts
$456K
EC
222
Estate Counselors
Wisconsin
$455K
MP
223
Manifold Partners
California
$448K +$448K +18,000 New
RIA
224
Regal Investment Advisors
Michigan
$440K +$18.5K +742 +4%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$421K -$71.4K -2,867 -14%