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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
VL
251
Vima LLC
Michigan
$934K -$60.6K -2,885 -6%
HWM
252
Howard Wealth Management
Connecticut
$933K -$108K -5,144 -10%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$928K +$142K +6,743 +18%
NWM
254
Napa Wealth Management
California
$926K +$260K +12,365 +39%
BCI
255
Brinker Capital Investments
Pennsylvania
$920K -$1.59M -75,788 -63%
OPS
256
Orion Portfolio Solutions
Nebraska
$920K -$1.59M -75,788 -63%
TWC
257
TD Waterhouse Canada
Ontario, Canada
$911K +$97.4K +4,636 +12%
CFB
258
Cullen/Frost Bankers
Texas
$901K +$63.1K +3,002 +8%
IAN
259
Integrated Advisors Network
Texas
$898K -$39.1K -1,859 -4%
NRI
260
NFP Retirement Inc
California
$897K +$86.6K +4,122 +11%
ETC
261
Exchange Traded Concepts
Oklahoma
$896K +$897K +42,668 New
SPC
262
Sigma Planning Corp
Michigan
$894K +$221K +10,496 +33%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$888K +$53.6K +2,548 +6%
HSBC Holdings
264
HSBC Holdings
United Kingdom
$854K -$22.7K -1,082 -3%
IB
265
Intrust Bank
Kansas
$849K +$27.5K +1,309 +3%
FA
266
Flagstar Advisors
New York
$840K +$15.8K +750 +2%
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$837K +$251K +11,921 +43%
LBWM
268
Left Brain Wealth Management
Illinois
$833K +$78.3K +3,725 +10%
CB
269
Commerce Bank
Missouri
$831K
NF
270
Nikulski Financial
Iowa
$828K -$81.8K -3,890 -9%
HH
271
Hilltop Holdings
Texas
$826K +$366K +17,436 +80%
AAS
272
Asset Allocation Strategies
Michigan
$792K +$792K +37,683 New
TI
273
TrueMark Investments
Illinois
$789K -$639K -30,423 -45%
SA
274
Strategic Advocates
Utah
$768K -$142K -6,738 -16%
FTUS
275
Flow Traders U.S.
New York
$742K -$567K -26,970 -43%