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Invesco Senior Loan ETF

405 hedge funds and large institutions have $4.19B invested in Invesco Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-40
Holders Change %
-8.99%
% of All Funds
6.85%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.3%
New
35
Increased
128
Reduced
167
Closed
70
Calls
$149M
Puts
$1.6B
Net Calls
-$1.45B
Net Calls Change
-$474M
Name Holding Trade Value Shares
Change
Shares
Change %
NW
226
NewEdge Wealth
Pennsylvania
$645K -$72.1K -3,560 -10%
OPA
227
Old Port Advisors
Maine
$626K +$209K +10,307 +50%
FA
228
FC Advisory
Pennsylvania
$626K +$294K +14,473 +88%
MIS
229
Morningstar Investment Services
Illinois
$620K -$339K -16,589 -35%
WCM
230
Wealthcare Capital Management
Virginia
$602K -$7.14K -352 -1%
OIA
231
Optimum Investment Advisors
Illinois
$590K
CFGS
232
Concourse Financial Group Securities
Alabama
$575K -$1.16M -57,395 -67%
MC
233
Moors & Cabot
Massachusetts
$575K +$21.6K +1,066 +4%
TIM
234
Thornburg Investment Management
New Mexico
$553K
CP
235
Cumberland Partners
Ontario, Canada
$549K
KPWS
236
Kestra Private Wealth Services
Texas
$548K -$51.5K -2,540 -9%
MWA
237
Martel Wealth Advisors
Washington
$548K -$73.7K -3,563 -12%
William Blair & Company
238
William Blair & Company
Illinois
$532K -$20.2M -996,041 -97%
DC
239
Davenport & Co
Virginia
$530K -$106K -5,239 -17%
WA
240
Waddell & Associates
Tennessee
$522K +$81.8K +4,035 +19%
WCF
241
West Coast Financial
California
$508K -$22K -1,083 -4%
ACM
242
Ascendant Capital Management
California
$507K +$507K +25,000 New
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$503K -$55.7K -2,746 -10%
AAS
244
Avantax Advisory Services
Texas
$500K +$77.3K +3,811 +18%
DTC
245
Davidson Trust Company
Washington
$494K -$9.87K -487 -2%
HighTower Advisors
246
HighTower Advisors
Illinois
$492K -$665K -32,767 -57%
NL
247
NWAM LLC
Washington
$483K -$38.3K -1,888 -7%
DCM
248
Dimension Capital Management
Florida
$482K
NGA
249
Naples Global Advisors
Florida
$480K +$12.2K +600 +3%
SIC
250
Sterling Investment Counsel
New York
$479K