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Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$76.7M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
251
IMA Advisory Services
Colorado
$552K -$11M -526,764 -95%
BIP
252
Blue Investment Partners
California
$530K +$525K +25,186 New
SFP
253
Sweet Financial Partners
Minnesota
$526K +$9.13K +438 +2%
OC
254
Oppenheimer & Co
New York
$520K +$2.5K +120 +0.5%
AWA
255
Arete Wealth Advisors
Illinois
$507K +$502K +24,082 New
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$503K +$36.9K +1,772 +8%
KPWS
257
Kestra Private Wealth Services
Texas
$503K +$24.4K +1,172 +5%
DCM
258
Dimension Capital Management
Florida
$501K
SB
259
Strategic Blueprint
Georgia
$500K -$40.6K -1,948 -8%
LWM
260
LJI Wealth Management
Indiana
$492K -$106K -5,103 -18%
WCF
261
West Coast Financial
California
$491K +$2.04K +98 +0.4%
HIM
262
Hillsdale Investment Management
Ontario, Canada
$486K
WWM
263
Western Wealth Management
Colorado
$480K +$7.54K +362 +2%
CAG
264
Csenge Advisory Group
Florida
$479K -$544K -26,127 -53%
PAG
265
Paladin Advisory Group
Iowa
$478K +$17.7K +848 +4%
NGA
266
Naples Global Advisors
Florida
$472K -$108K -5,200 -19%
UAS
267
United Asset Strategies
New York
$468K -$29.7K -1,426 -6%
MPCG
268
Matrix Private Capital Group
New York
$463K -$1.63M -78,195 -78%
IFG
269
Independent Financial Group
California
$459K +$29K +1,393 +7%
NL
270
NVWM LLC
Pennsylvania
$425K +$421K +20,193 New
CP
271
Cumberland Partners
Ontario, Canada
$421K
HighTower Advisors
272
HighTower Advisors
Illinois
$420K +$49.4K +2,373 +14%
NL
273
NWAM LLC
Washington
$416K +$412K +19,770 New
AAS
274
Avantax Advisory Services
Texas
$413K -$767K -36,822 -65%
DC
275
Davenport & Co
Virginia
$412K +$3.63K +174 +0.9%