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Invesco Senior Loan ETF

445 hedge funds and large institutions have $5.6B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 161 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
7.04%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
161
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
251
Overbrook Management Corp
New York
$724K
AWS
252
Atria Wealth Solutions
New York
$723K +$723K +33,210 New
LA
253
Latitude Advisors
Florida
$714K +$237K +10,895 +50%
WF
254
Welch & Forbes
Massachusetts
$691K
DC
255
Davenport & Co
Virginia
$683K -$64.9K -2,983 -9%
CIS
256
Continental Investors Services
Washington
$681K -$82.7K -3,743 -11%
LSA
257
Lansing Street Advisors
Pennsylvania
$677K +$677K +30,977 New
RA
258
Riversedge Advisors
Delaware
$672K -$104K -4,762 -13%
HIM
259
Hillsdale Investment Management
Ontario, Canada
$666K +$298K +13,700 +81%
WCM
260
Wealthcare Capital Management
Virginia
$654K +$101K +4,645 +18%
SKK
261
Shepherd Kaplan Krochuk
Massachusetts
$652K +$246K +11,280 +60%
MWA
262
Martel Wealth Advisors
Washington
$652K +$4.73K +218 +0.7%
KPWS
263
Kestra Private Wealth Services
Texas
$643K -$68.9K -3,165 -10%
AA
264
AlphaMark Advisors
Kentucky
$636K -$161K -7,400 -20%
OIA
265
Optimum Investment Advisors
Illinois
$634K
ACA
266
Atlas Capital Advisors
Wyoming
$612K
HW
267
Hancock Whitney
Mississippi
$605K +$605K +27,789 New
Verition Fund Management
268
Verition Fund Management
Connecticut
$603K
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$600K +$597K +27,429 +20,469%
MC
270
Moors & Cabot
Massachusetts
$595K +$37.6K +1,726 +7%
TIM
271
Thornburg Investment Management
New Mexico
$594K -$2.39M -109,640 -80%
CP
272
Cumberland Partners
Ontario, Canada
$590K
WCF
273
West Coast Financial
California
$569K +$11.6K +533 +2%
NL
274
NWAM LLC
Washington
$560K -$26.8K -1,229 -5%
WPC
275
Waters Parkerson & Co
Louisiana
$555K