We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

317 hedge funds and large institutions have $3.29B invested in Invesco Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 311317 (+6)

0.36% more ownership

Funds ownership: 83.3%83.66% (+0.36%)

3% less capital invested

Capital invested by funds: $3.4B → $3.29B (-$102M)

87% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $190M

Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
6.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
47
Increased
120
Reduced
93
Closed
37
Calls
$23.7M
Puts
$190M
Net Calls
-$166M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
276
Core Wealth Advisors (Florida)
Florida
$34K
JWM
277
Jeppson Wealth Management
California
$33K +$32.6K +1,500 New
Fidelity Investments
278
Fidelity Investments
Massachusetts
$31K +$15K +690 +95%
MWP
279
Meridian Wealth Partners
Pennsylvania
$30K -$25.6K -1,180 -46%
BWA
280
Burt Wealth Advisors
Maryland
$30K
RG
281
Retirement Group
California
$28K +$2.19K +101 +9%
WT
282
Washington Trust
Rhode Island
$27K +$27.1K +1,246 New
EDRH
283
Edmond de Rothschild Holding
Switzerland
$23K
SFS
284
Sowell Financial Services
Arkansas
$21K -$18.3K -840 -47%
AF
285
Advisornet Financial
Minnesota
$21K +$87 +4 +0.4%
PP
286
Pacifica Partners
Canada
$19K
PCTC
287
Perkins Coie Trust Company
Washington
$19K
HPC
288
HM Payson & Co
Maine
$17K
PB
289
Pinnacle Bancorp
Nebraska
$16K
PS
290
Planned Solutions
California
$14K +$14.3K +658 New
BFEC
291
Benjamin F. Edwards & Company
Missouri
$12K
EWM
292
Elmwood Wealth Management
California
$12K
AA
293
AlphaMark Advisors
Kentucky
$9K
AIM
294
Anchor Investment Management
South Carolina
$8.7K
NNP
295
Nachman Norwood & Parrott
South Carolina
$8K +$8.21K +378 New
CSPIA
296
Cary Street Partners Investment Advisory
Virginia
$8K +$8.26K +380 New
LGWM
297
Litman Gregory Wealth Management
California
$7K
BFC
298
Bedel Financial Consulting
Indiana
$7K +$7.41K +341 New
SIS
299
Sound Income Strategies
Florida
$6K
JWBC
300
John W. Brooker & Co
California
$5K +$43 +2 +0.9%