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Invesco Senior Loan ETF

334 hedge funds and large institutions have $3.56B invested in Invesco Senior Loan ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 102 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+19
Holders Change %
+6.03%
% of All Funds
5.93%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
58
Increased
129
Reduced
102
Closed
36
Calls
$36.1M
Puts
$274M
Net Calls
-$238M
Net Calls Change
-$71.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Trust & Banking
251
Mitsubishi UFJ Trust & Banking
Japan
$224K
WP
252
WMS Partners
Maryland
$223K
HS
253
Horan Securities
United States
$221K -$20K -897 -8%
GC
254
Grace Capital
Massachusetts
$220K +$33.4K +1,496 +18%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$214K
MCM
256
Mainstay Capital Management
Michigan
$208K -$36.6K -1,646 -15%
IHL
257
Investment House LLC
California
$208K -$8.93K -400 -4%
CAM
258
Cresset Asset Management
Illinois
$207K -$6.3K -283 -3%
BF
259
BOK Financial
Oklahoma
$206K
JCM
260
Jacobi Capital Management
Pennsylvania
$199K -$6.7K -300 -3%
BW
261
Bison Wealth
Georgia
$156K +$156K +6,999 New
SPIA
262
Steward Partners Investment Advisory
New York
$155K -$6.43K -289 -4%
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$148K +$14.9K +671 +11%
AIG
264
American International Group
New York
$145K +$145K +6,500 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$143K +$16.3K +734 +13%
GWM
266
Geneos Wealth Management
Colorado
$125K +$107K +57,022 +609%
OSNBOA
267
Old Second National Bank of Aurora
Illinois
$123K +$13.3K +595 +12%
PWM
268
Perigon Wealth Management
California
$120K +$120K +5,405 New
AIP
269
Ameritas Investment Partners
Nebraska
$107K +$12.1K +545 +13%
ME
270
McIlrath & Eck
Washington
$106K -$5.04K -226 -5%
PA
271
Parallel Advisors
California
$99K +$555 +25 +0.6%
ASN
272
Advisory Services Network
Georgia
$84K -$4.31K -193 -5%
WEC
273
Winslow Evans & Crocker
Massachusetts
$84K +$3.45K +154 +4%
FRA
274
Front Row Advisors
California
$72K
William Blair & Company
275
William Blair & Company
Illinois
$68K -$3.75K -169 -5%