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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 %
SI
201
SII Investments
Wisconsin
$285K 12,696 +1,781 +16%
RIG
202
Roosevelt Investment Group
New York
$282K 12,434 -12,816 -51%
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$269K 11,858 +140 +1%
SCA
204
Snowden Capital Advisors
New York
$252K 11,076 +11,076 New
PPA
205
Parametric Portfolio Associates
Washington
$243K 10,697 -3,914 -27%
HF
206
Hoxton Financial
West Virginia
$232K 10,192 +10,192 New
PLFAM
207
Pineno Levin & Ford Asset Management
Virginia
$229K 10,100 – –
OC
208
Oarsman Capital
Wisconsin
$228K 10,024 -316 -3%
SFM
209
Signet Financial Management
New Jersey
$227K 10,014 -1,956 -16%
FIM
210
Fernwood Investment Management
Massachusetts
$226K 9,928 +9,928 New
SPC
211
Sigma Planning Corp
Michigan
$225K 9,904 -2,155 -18%
FUBT
212
First United Bank & Trust
Maryland
$214K 9,440 -6,200 -40%
SAM
213
SignalPoint Asset Management
Missouri
$211K 9,278 -58 -0.6%
WS
214
Wedbush Securities
California
$208K 9,178 +9,178 New
CCA
215
Catalyst Capital Advisors
New York
$207K 9,100 – –
FF
216
Friedenthal Financial
New Jersey
$206K 9,175 – –
YMRC
217
Yorktown Management & Research Company
Virginia
$204K 9,000 – –
BHBT
218
Burke & Herbert Bank & Trust
Virginia
$204K 9,000 – –
DWT
219
Dorsey & Whitney Trust
South Dakota
$203K 8,950 -8,875 -50%
SS
220
Simplicity Solutions
Minnesota
$202K 8,893 -26,363 -75%
AGA
221
Accuvest Global Advisors
Utah
$193K 8,515 -25 -0.3%
UFA
222
US Financial Advisors
Massachusetts
$190K 8,355 -5,673 -40%
WEC
223
Winslow Evans & Crocker
Massachusetts
$187K 8,223 -523 -6%
SIG
224
Stanford Investment Group
California
$177K 7,800 – –
WCM
225
Wealthcare Capital Management
Virginia
$151K 6,664 – –
7 8
9
10 11