We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
226
Morningstar Investment Services
Illinois
$1.02M -$137K -6,268 -12%
Calamos Advisors
227
Calamos Advisors
Illinois
$998K
KPCM
228
Kings Point Capital Management
New York
$992K -$65K -2,974 -6%
HWMA
229
Heritage Wealth Management (Arizona)
Arizona
$985K +$989K +45,253 New
VAG
230
VisionPoint Advisory Group
Texas
$959K -$56.7K -2,595 -5%
WB
231
WesBanco Bank
West Virginia
$942K +$164K +7,493 +21%
Prudential Financial
232
Prudential Financial
New Jersey
$934K +$384K +17,556 +69%
IB
233
Intrust Bank
Kansas
$919K -$79.8K -3,652 -8%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$917K +$163K +7,482 +22%
Lord, Abbett & Co
235
Lord, Abbett & Co
New Jersey
$893K -$174M -7,950,770 -99%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$879K +$445K +20,374 +102%
Fiera Capital (Canada)
237
Fiera Capital (Canada)
Quebec, Canada
$871K +$874K +40,000 New
BEI
238
Benjamin Edwards Inc
Missouri
$866K -$897K -41,054 -51%
Kovitz Investment Group Partners
239
Kovitz Investment Group Partners
Illinois
$866K -$77.4K -3,542 -8%
FCCM
240
First City Capital Management
Georgia
$857K -$2.29K -105 -0.3%
CAAS
241
Capital Asset Advisory Services
Michigan
$845K -$787K -36,017 -48%
TPCW
242
TD Private Client Wealth
New York
$818K -$58.4K -2,672 -7%
KCM
243
Kennicott Capital Management
California
$796K
IWN
244
Independent Wealth Network
Iowa
$796K +$13.2K +604 +2%
WAMC
245
Western Asset Management Company
California
$776K +$460K +21,035 +144%
NW
246
NewEdge Wealth
Pennsylvania
$771K +$77.2K +3,534 +11%
SCM
247
Sandler Capital Management
New York
$762K
N
248
Natixis
France
$762K +$113K +5,188 +17%
GCP
249
Gill Capital Partners
Colorado
$751K
BRWA
250
B. Riley Wealth Advisors
Florida
$750K +$135K +6,173 +22%