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Invesco Senior Loan ETF

317 hedge funds and large institutions have $3.29B invested in Invesco Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 311317 (+6)

0.36% more ownership

Funds ownership: 83.3%83.66% (+0.36%)

3% less capital invested

Capital invested by funds: $3.4B → $3.29B (-$102M)

87% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $190M

Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
6.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
47
Increased
120
Reduced
93
Closed
37
Calls
$23.7M
Puts
$190M
Net Calls
-$166M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
226
Lion Street Advisors
Texas
$256K +$266K +12,237 New
GWM
227
Greenwich Wealth Management
Connecticut
$252K -$23.4K -1,075 -8%
SCA
228
Snowden Capital Advisors
New York
$247K -$5.24K -241 -2%
AIC
229
Archer Investment Corporation
Indiana
$239K
MCM
230
Mainstay Capital Management
Michigan
$239K -$60.7K -2,794 -20%
HS
231
Horan Securities
United States
$235K -$2.69K -124 -1%
AWM
232
AE Wealth Management
Kansas
$232K -$63.1K -2,905 -21%
SPC
233
Sigma Planning Corp
Michigan
$227K +$226K +10,419 New
GAMC
234
Garner Asset Management Corp
Texas
$225K -$4.76K -219 -2%
VCA
235
Verdence Capital Advisors
Maryland
$224K -$808K -37,182 -78%
RFC
236
Regions Financial Corp
Alabama
$221K
Mitsubishi UFJ Trust & Banking
237
Mitsubishi UFJ Trust & Banking
Japan
$218K -$20.9K -960 -9%
WP
238
WMS Partners
Maryland
$217K +$217K +10,000 New
Comerica Bank
239
Comerica Bank
Texas
$217K +$218K +10,011 New
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$214K
IHL
241
Investment House LLC
California
$211K
CAM
242
Cresset Asset Management
Illinois
$208K +$1.59K +73 +0.8%
GWM
243
Geneos Wealth Management
Colorado
$202K +$1.11K +51 +0.5%
FCCM
244
First City Capital Management
Georgia
$201K +$200K +9,195 New
JCM
245
Jacobi Capital Management
Pennsylvania
$200K -$11.9K -548 -6%
BF
246
BOK Financial
Oklahoma
$200K +$200K +9,224 New
GC
247
Grace Capital
Massachusetts
$181K +$81.9K +3,769 +82%
SPIA
248
Steward Partners Investment Advisory
New York
$158K -$5.8K -267 -4%
TIM
249
Thornburg Investment Management
New Mexico
$148K +$148K +6,795 New
IA
250
IFP Advisors
Florida
$146K +$59.5K +2,736 +63%