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Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$1.24M -$2.89M -137,024 -70%
CCFM
252
Clear Creek Financial Management
Washington
$1.16M +$803K +38,021 +227%
SOS
253
Silver Oak Securities
Tennessee
$1.11M +$1.11M +52,395 New
PF
254
Parker Financial
Washington
$1.08M -$309K -14,625 -22%
HSBC Holdings
255
HSBC Holdings
United Kingdom
$1.05M +$1.05M +49,618 New
GAA
256
Global Assets Advisory
Florida
$1.03M +$110K +5,224 +32%
WCM
257
Wealthcare Capital Management
Virginia
$1M -$389K -18,428 -28%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$999K -$291K -13,796 -23%
HWM
259
Howard Wealth Management
Connecticut
$994K -$21.5K -1,019 -2%
MI
260
Motiv8 Investments
Florida
$992K +$313K +14,805 +46%
HH
261
Hilltop Holdings
Texas
$980K -$1.98M -93,821 -67%
WWMSC
262
Wagner Wealth Management (South Carolina)
South Carolina
$979K +$978K +46,303 New
UB
263
UMB Bank
Missouri
$962K -$76.9K -3,640 -7%
WA
264
Wambolt & Associates
Colorado
$959K -$558K -26,427 -37%
CIA
265
Concurrent Investment Advisors
Florida
$957K +$955K +45,248 New
IWN
266
Independent Wealth Network
Iowa
$948K +$16.9K +798 +2%
IAN
267
Integrated Advisors Network
Texas
$946K -$44.2K -2,093 -4%
TPCW
268
TD Private Client Wealth
New York
$944K +$164K +7,769 +21%
NF
269
Nikulski Financial
Iowa
$927K -$19.5K -925 -2%
SAF
270
Smith Anglin Financial
Texas
$920K +$184K +8,734 +25%
HW
271
Hancock Whitney
Mississippi
$916K +$565K +26,750 +162%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$916K -$2.48M -117,228 -73%
GF
273
Gries Financial
Ohio
$903K +$564K +26,716 +167%
GAA
274
Guardian Asset Advisors
Pennsylvania
$896K +$308K +14,568 +52%
SA
275
Strategic Advocates
Utah
$893K +$46.7K +2,213 +6%