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Invesco Senior Loan ETF

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$1.32M +$63.9K +3,020 +5%
AWS
227
Atria Wealth Solutions
New York
$1.3M +$48.1K +2,269 +4%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$1.29M -$68.8K -3,246 -5%
AWM
229
Adams Wealth Management
Utah
$1.28M -$33.3K -1,574 -3%
PCA
230
Peddock Capital Advisors
Massachusetts
$1.27M +$278K +13,121 +28%
PMA
231
Prudent Man Advisors
Illinois
$1.27M
KWM
232
Kingsview Wealth Management
Oregon
$1.26M -$154K -7,290 -11%
First Trust Advisors
233
First Trust Advisors
Illinois
$1.24M +$29.2K +1,379 +2%
RWIA
234
Roger Wittlin Investment Advisory
California
$1.22M +$26.4K +1,247 +2%
SC
235
Sykon Capital
New York
$1.22M -$2.88M -135,811 -70%
SF
236
Synovus Financial
Georgia
$1.2M -$71.7K -3,384 -6%
AWA
237
Aletheian Wealth Advisors
Washington
$1.17M +$48.9K +2,308 +4%
MA
238
Mutual Advisors
Nebraska
$1.17M -$1.51M -71,272 -56%
SEIA
239
Signature Estate & Investment Advisors
California
$1.14M +$63.7K +3,007 +6%
AssetMark Inc
240
AssetMark Inc
California
$1.11M +$169K +8,002 +18%
SAS
241
Stelac Advisory Services
New York
$1.09M +$27K +1,275 +3%
UB
242
UMB Bank
Missouri
$1.04M -$65.4K -3,089 -6%
NP
243
NorthRock Partners
Minnesota
$1.03M +$1.03M +48,823 New
NL
244
NWAM LLC
Washington
$1.03M +$626K +29,564 +154%
HWM
245
Howard Wealth Management
Connecticut
$1.02M -$4.6K -217 -0.5%
I
246
INVST
Indiana
$996K -$405K -19,213 -29%
IAN
247
Integrated Advisors Network
Texas
$991K -$41.9K -1,980 -4%
MOS
248
MGO One Seven
Ohio
$987K -$327K -15,434 -25%
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$972K -$344K -16,241 -26%
Calamos Advisors
250
Calamos Advisors
Illinois
$971K