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Invesco Senior Loan ETF

317 hedge funds and large institutions have $3.29B invested in Invesco Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 311317 (+6)

0.36% more ownership

Funds ownership: 83.3%83.66% (+0.36%)

3% less capital invested

Capital invested by funds: $3.4B → $3.29B (-$102M)

87% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $190M

Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
6.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
47
Increased
120
Reduced
93
Closed
37
Calls
$23.7M
Puts
$190M
Net Calls
-$166M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
251
NWK Group
California
$131K +$630 +29 +0.5%
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$130K +$58K +2,667 +80%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$124K +$5.11K +235 +4%
SM
254
SG3 Management
Puerto Rico
$109K +$109K +5,000 New
ME
255
McIlrath & Eck
Washington
$108K
OSNBOA
256
Old Second National Bank of Aurora
Illinois
$107K -$13.5M -622,629 -99%
GRP
257
Global Retirement Partners
California
$97K -$1.15K -53 -1%
PA
258
Parallel Advisors
California
$96K +$522 +24 +0.5%
AIP
259
Ameritas Investment Partners
Nebraska
$93K +$23.5K +1,083 +34%
CT
260
Caldwell Trust
Florida
$92.4K
ASN
261
Advisory Services Network
Georgia
$86K +$86K +3,957 New
TRCT
262
Tower Research Capital (TRC)
New York
$79K +$79.1K +3,638 New
WEC
263
Winslow Evans & Crocker
Massachusetts
$78K +$5.54K +255 +8%
FRA
264
Front Row Advisors
California
$72K
William Blair & Company
265
William Blair & Company
Illinois
$70K -$10.6K -490 -13%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$70K
IWMA
267
Ironwood Wealth Management (Arizona)
Arizona
$65K
S
268
SignatureFD
Georgia
$65K
WT
269
Whittier Trust
California
$60K +$41.4K +1,904 +221%
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.8K +$9.56K +440 +20%
PFO
271
Pathstone Family Office
New Jersey
$57K
GEA
272
Glen Eagle Advisors
New Jersey
$50K
CHA
273
Carmichael Hill & Associates
Maryland
$47K
FHA
274
First Horizon Advisors
Tennessee
$37K -$125K -5,744 -77%
OC
275
Oakworth Capital
Alabama
$37K