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Invesco Senior Loan ETF

488 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, 183 increasing their positions, 194 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% 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
0.58%
New
41
Increased
183
Reduced
194
Closed
71
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
251
Howard Wealth Management
Connecticut
$933K -$108K -5,144 -10%
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$928K +$142K +6,743 +18%
NWM
253
Napa Wealth Management
California
$926K +$260K +12,365 +39%
BCI
254
Brinker Capital Investments
Pennsylvania
$920K -$1.59M -75,788 -63%
OPS
255
Orion Portfolio Solutions
Nebraska
$920K -$1.59M -75,788 -63%
TWC
256
TD Waterhouse Canada
Ontario, Canada
$911K +$97.3K +4,636 +12%
CFB
257
Cullen/Frost Bankers
Texas
$901K +$63.1K +3,002 +8%
IAN
258
Integrated Advisors Network
Texas
$898K -$39.1K -1,859 -4%
NRI
259
NFP Retirement Inc
California
$897K +$86.6K +4,122 +11%
ETC
260
Exchange Traded Concepts
Oklahoma
$896K +$896K +42,668 New
SPC
261
Sigma Planning Corp
Michigan
$894K +$221K +10,496 +33%
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$888K +$53.5K +2,548 +6%
HSBC Holdings
263
HSBC Holdings
United Kingdom
$854K -$22.7K -1,082 -3%
IB
264
Intrust Bank
Kansas
$849K +$27.5K +1,309 +3%
FA
265
Flagstar Advisors
New York
$840K +$15.8K +750 +2%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$837K +$250K +11,921 +43%
LBWM
267
Left Brain Wealth Management
Illinois
$833K +$78.3K +3,725 +10%
CB
268
Commerce Bank
Missouri
$831K
NF
269
Nikulski Financial
Iowa
$828K -$81.7K -3,890 -9%
HH
270
Hilltop Holdings
Texas
$826K +$366K +17,436 +80%
AAS
271
Asset Allocation Strategies
Michigan
$792K +$792K +37,683 New
TI
272
TrueMark Investments
Illinois
$789K -$639K -30,423 -45%
SA
273
Strategic Advocates
Utah
$768K -$142K -6,738 -16%
FTUS
274
Flow Traders U.S.
New York
$742K -$566K -26,970 -43%
KJHP
275
K.J. Harrison & Partners
Ontario, Canada
$725K -$116K -5,500 -14%