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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
B
251
Barings
North Carolina
$735K -$2.6M -119,225 -78%
OMC
252
Overbrook Management Corp
New York
$724K
AWS
253
Atria Wealth Solutions
New York
$723K +$726K +33,210 New
LA
254
Latitude Advisors
Florida
$714K +$238K +10,895 +50%
WF
255
Welch & Forbes
Massachusetts
$691K
DC
256
Davenport & Co
Virginia
$683K -$65.2K -2,983 -9%
CIS
257
Continental Investors Services
Washington
$681K -$81.8K -3,743 -11%
LSA
258
Lansing Street Advisors
Pennsylvania
$677K +$677K +30,977 New
RA
259
Riversedge Advisors
Delaware
$672K -$104K -4,762 -13%
HIM
260
Hillsdale Investment Management
Ontario, Canada
$666K +$299K +13,700 +81%
WCM
261
Wealthcare Capital Management
Virginia
$654K +$101K +4,645 +18%
SKK
262
Shepherd Kaplan Krochuk
Massachusetts
$652K +$246K +11,280 +60%
MWA
263
Martel Wealth Advisors
Washington
$652K +$4.76K +218 +0.7%
KPWS
264
Kestra Private Wealth Services
Texas
$643K -$69.2K -3,165 -10%
AA
265
AlphaMark Advisors
Kentucky
$636K -$162K -7,400 -20%
OIA
266
Optimum Investment Advisors
Illinois
$634K
ACA
267
Atlas Capital Advisors
Wyoming
$612K
HW
268
Hancock Whitney
Mississippi
$605K +$607K +27,789 New
Verition Fund Management
269
Verition Fund Management
Connecticut
$603K
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$600K +$599K +27,429 +20,469%
MC
271
Moors & Cabot
Massachusetts
$595K +$37.7K +1,726 +7%
TIM
272
Thornburg Investment Management
New Mexico
$594K -$2.4M -109,640 -80%
CP
273
Cumberland Partners
Ontario, Canada
$590K
WCF
274
West Coast Financial
California
$569K +$11.6K +533 +2%
NL
275
NWAM LLC
Washington
$560K -$26.9K -1,229 -5%