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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
226
Wealthfront Advisers
California
$1.28M -$438K -20,826 -25%
CRWM
227
Castle Rock Wealth Management
California
$1.27M -$1.52M -72,495 -55%
SAS
228
Stelac Advisory Services
New York
$1.26M -$125K -5,932 -9%
PMA
229
Prudent Man Advisors
Illinois
$1.26M
NL
230
NWAM LLC
Washington
$1.24M +$1.24M +58,822 New
GRP
231
Global Retirement Partners
California
$1.23M -$386K -18,349 -24%
CCFM
232
Clear Creek Financial Management
Washington
$1.23M +$264K +12,548 +27%
PAG
233
Private Advisor Group
New Jersey
$1.22M -$421K -20,027 -26%
KWM
234
Kingsview Wealth Management
Oregon
$1.21M -$48.2K -2,292 -4%
CSPIA
235
Cary Street Partners Investment Advisory
Virginia
$1.19M -$14.8K -705 -1%
HCM
236
Hilton Capital Management
New York
$1.16M -$15.1M -719,410 -93%
AWM
237
Adams Wealth Management
Utah
$1.15M -$201K -9,549 -15%
CI
238
CacheTech Inc
Utah
$1.15M -$201K -9,549 -15%
WWMSC
239
Wagner Wealth Management (South Carolina)
South Carolina
$1.13M +$37.4K +1,780 +3%
TPCW
240
TD Private Client Wealth
New York
$1.13M +$129K +6,136 +13%
VAM
241
Verity Asset Management
North Carolina
$1.08M +$667K +31,755 +161%
SW
242
Simplicity Wealth
New Jersey
$1.08M -$517K -24,612 -32%
CP
243
Cumberland Partners
Ontario, Canada
$1.05M
HFS
244
Howard Financial Services
Texas
$1.05M +$841K +40,000 +400%
BSG
245
Black Swift Group
Colorado
$985K +$35.5K +1,690 +4%
IWN
246
Independent Wealth Network
Iowa
$982K +$33.6K +1,601 +4%
HW
247
Hancock Whitney
Mississippi
$967K -$111K -5,264 -10%
OA
248
Operose Advisors
Wisconsin
$965K -$1.56M -74,375 -62%
GS
249
GTS Securities
New York
$964K -$696K -33,118 -42%
First Trust Advisors
250
First Trust Advisors
Illinois
$957K -$281K -13,378 -23%