BKLN icon

Invesco Senior Loan ETF

536 hedge funds and large institutions have $7.71B invested in Invesco Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+48
Holders Change %
+9.84%
% of All Funds
7.14%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.59%
New
103
Increased
220
Reduced
137
Closed
45
Calls
$978K
Puts
$17.5M
Net Calls
-$16.6M
Net Calls Change
+$8.73M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
226
FC Advisory
Pennsylvania
$1.54M +$38.1K +1,806 +3%
CIA
227
Concurrent Investment Advisors
Florida
$1.53M +$16.5K +784 +1%
GSEP
228
Golden State Equity Partners
California
$1.53M +$1.53M +72,447 New
WA
229
Waverly Advisors
Alabama
$1.51M -$632 -30 -0%
AUIM
230
Aegon USA Investment Management
Iowa
$1.5M
WWM
231
WT Wealth Management
Arizona
$1.5M -$106K -5,041 -7%
PFS
232
Prospera Financial Services
Texas
$1.48M -$120K -5,702 -7%
ETC
233
Exchange Traded Concepts
Oklahoma
$1.42M +$522K +24,779 +58%
AIP
234
Almanack Investment Partners
Pennsylvania
$1.42M -$25.7M -1,218,118 -95%
AAS
235
Asset Allocation Strategies
Michigan
$1.4M +$612K +29,100 +77%
CI Investments Inc
236
CI Investments Inc
Ontario, Canada
$1.4M +$738K +35,000 +112%
HW
237
Hancock Whitney
Mississippi
$1.39M +$423K +20,067 +44%
KWM
238
Kingsview Wealth Management
Oregon
$1.39M +$184K +8,722 +15%
HPFG
239
Hart & Patterson Financial Group
Massachusetts
$1.38M +$34.3K +1,630 +3%
PCA
240
Peddock Capital Advisors
Massachusetts
$1.38M -$119K -5,632 -8%
AWA
241
Aletheian Wealth Advisors
Washington
$1.35M +$19.8K +942 +1%
CCC
242
Chesapeake Capital Corp
Florida
$1.34M -$6.09K -289 -0.5%
MAM
243
MMA Asset Management
Pennsylvania
$1.33M -$3.66M -173,538 -73%
TF
244
Trek Financial
Arizona
$1.32M +$1.32M +62,556 New
SAS
245
Stelac Advisory Services
New York
$1.31M +$40.4K +1,920 +3%
EGM
246
Engineers Gate Manager
New York
$1.3M +$587K +27,838 +82%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$404K +19,189 +45%
NWM
248
Napa Wealth Management
California
$1.28M +$351K +16,663 +38%
QFA
249
Quattro Financial Advisors
Texas
$1.27M +$1.27M +60,552 New
IWN
250
Independent Wealth Network
Iowa
$1.23M +$244K +11,597 +25%