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Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPCM
226
Perella Weinberg Partners Capital Management
New York
$1.75M +$1.75M +82,922 New
Wealthfront Advisers
227
Wealthfront Advisers
California
$1.66M +$252K +11,939 +18%
Mirae Asset Global Investments
228
Mirae Asset Global Investments
South Korea
$1.64M -$1.95M -92,306 -54%
H
229
HoyleCohen
California
$1.61M -$383K -18,138 -19%
RCA
230
Ranch Capital Advisors
Florida
$1.6M +$81.5K +3,859 +5%
TCM
231
Tradewinds Capital Management
Washington
$1.6M +$31.6K +1,497 +2%
SFC
232
Strategic Financial Concepts
Texas
$1.54M +$1.54M +72,804 New
GAMC
233
Garner Asset Management Corp
Texas
$1.51M +$1.5M +71,199 New
FA
234
FC Advisory
Pennsylvania
$1.5M +$44.4K +2,102 +3%
DDPIC
235
Deroy & Devereaux Private Investment Counsel
Michigan
$1.47M -$8.45K -400 -0.6%
Prudential Financial
236
Prudential Financial
New Jersey
$1.44M +$33.1K +1,566 +2%
SAS
237
Stelac Advisory Services
New York
$1.41M +$322K +15,261 +30%
CSPIA
238
Cary Street Partners Investment Advisory
Virginia
$1.37M -$76.6K -3,628 -5%
SF
239
Synovus Financial
Georgia
$1.37M +$166K +7,843 +14%
AWM
240
Adams Wealth Management
Utah
$1.37M +$87.4K +4,139 +7%
HPFG
241
Hart & Patterson Financial Group
Massachusetts
$1.36M -$8.47K -401 -0.6%
AUIM
242
Aegon USA Investment Management
Iowa
$1.34M
VAG
243
VisionPoint Advisory Group
Texas
$1.33M -$820K -38,842 -38%
CAL
244
Capital Analysts LLC
Pennsylvania
$1.32M +$10.8K +511 +0.8%
PCA
245
Peddock Capital Advisors
Massachusetts
$1.32M +$48.4K +2,291 +4%
KWM
246
Kingsview Wealth Management
Oregon
$1.32M +$61.4K +2,909 +5%
AWA
247
Aletheian Wealth Advisors
Washington
$1.27M +$100K +4,741 +9%
PMA
248
Prudent Man Advisors
Illinois
$1.27M
SEIA
249
Signature Estate & Investment Advisors
California
$1.26M +$119K +5,641 +10%
First Trust Advisors
250
First Trust Advisors
Illinois
$1.26M +$19.7K +935 +2%