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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$124M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$143M
3
BCM
3
Bluefin Capital Management
New York
$65.5M
4
MM
4
Main Management
California
$5.56M
5
BTS
5
BB&T Securities
Virginia
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
1
Aozora Bank
Japan
$299M 12,070,000 +6,030,000 +100%
Goldman Sachs
2
Goldman Sachs
New York
$260M 10,496,460 +2,707,065 +35%
Bank of America
3
Bank of America
North Carolina
$217M 8,747,924 +896,033 +11%
Morgan Stanley
4
Morgan Stanley
New York
$211M 8,492,763 +71,218 +0.8%
U
5
UBS
Switzerland
$210M 8,464,560 +769,056 +10%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$143M 5,758,600 -965,100 -14%
Wells Fargo
7
Wells Fargo
California
$124M 5,002,922 -2,181,319 -30%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$114M 4,579,530 +2,964,486 +184%
Invesco
9
Invesco
Georgia
$85.3M 3,437,526 +152,054 +5%
IA
10
IndexIQ Advisors
New York
$82.6M 3,327,773 +746,214 +29%
QI
11
QS Investors
New York
$81.6M 3,288,510 +910,698 +38%
BCI
12
Brinker Capital Investments
Pennsylvania
$74.5M 3,001,482 -280,651 -9%
LPL Financial
13
LPL Financial
California
$69.9M 2,816,817 +256,767 +10%
WI
14
WBI Investments
New Jersey
$68.9M 2,778,117 -139,237 -5%
BCM
15
Bluefin Capital Management
New York
$65.5M 2,638,172 -862,665 -25%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$64.1M 2,583,246 +1,039,284 +67%
ACM
17
Aviance Capital Management
Florida
$60.8M 2,451,226 +2,262,539 +1,199%
VA
18
Valmark Advisers
Ohio
$55.8M 2,247,519 +116,162 +5%
SMA
19
Simply Money Advisors
Ohio
$48.3M 1,945,727 -5,942 -0.3%
GC
20
Guggenheim Capital
Illinois
$46.7M 1,883,127 +133,515 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$44.9M 1,808,763 -444,262 -20%
CNB
22
City National Bank
California
$42.1M 1,695,911 +604,683 +55%
MG
23
Mather Group
Illinois
$30.1M 1,215,125 +617,154 +103%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$28.5M 1,146,865 -118,100 -9%
HCM
25
Hilton Capital Management
New York
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