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Invesco Senior Loan ETF

266 hedge funds and large institutions have $3.25B invested in Invesco Senior Loan ETF in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 107 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-15
Holders Change %
-5.34%
% of All Funds
7.72%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.67%
New
19
Increased
107
Reduced
104
Closed
31
Calls
Puts
$58.1M
Net Calls
-$58.1M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
251
JNBA Financial Advisors
Minnesota
$30K -$47.3K -1,938 -61%
JWA
252
JFS Wealth Advisors
Pennsylvania
$30K +$30K +1,250 New
JFGIW
253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$2.44K -100 -10%
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$18K -$1.78M -74,250 -99%
GGPS
255
Gary Goldberg Planning Services
New York
$17K -$7.29K -300 -30%
MA
256
MUFG Americas
New York
$16K -$3.04K -129 -16%
WRM
257
Westport Resources Management
Connecticut
$15K +$74 +3 +0.5%
VAM
258
Visionary Asset Management
Texas
$13K -$7.45K -299 -36%
AllianceBernstein
259
AllianceBernstein
Tennessee
$13K +$6.09K +260 +88%
BBHC
260
Brown Brothers Harriman & Co
New York
$11K
PIA
261
Peachtree Investment Advisors
Georgia
$9K +$9K +365 New
HCM
262
Highlander Capital Management
New Jersey
$7.28K
Canada Life
263
Canada Life
Manitoba, Canada
$4K
W
264
Wealthfront
California
$4K +$4K +174 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$2K -$9.57K -421 -83%
CHC
266
City Holding Co
West Virginia
$2K
RFA
267
Reilly Financial Advisors
California
$2K
FBT
268
Founders Bank & Trust
Michigan
$2K
WA
269
WealthTrust-Arizona
Arizona
$1K
Federated Hermes
270
Federated Hermes
Pennsylvania
-$17.4M -700,000 Closed
QA
271
Quantitative Advantage
Minnesota
-$12.9M -517,559 Closed
CI
272
Cowen Inc
New York
-$13.2M -493,503 Closed
BWM
273
Braver Wealth Management
Massachusetts
-$7.49M -301,309 Closed
GAG
274
GM Advisory Group
New York
-$5.14M -206,473 Closed
NC
275
NewSquare Capital
Pennsylvania
-$3.92M -157,605 Closed