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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
276
Waters Parkerson & Co
Louisiana
$555K
OMC
277
Old Mission Capital
Illinois
$553K -$1.03M -46,982 -65%
CIAS
278
Capital Investment Advisory Services
North Carolina
$550K +$6.75K +309 +1%
SFP
279
Sweet Financial Partners
Minnesota
$548K +$550K +25,154 New
AWM
280
Axxcess Wealth Management
California
$541K -$222K -10,155 -29%
DTC
281
Davidson Trust Company
Washington
$541K -$4.46K -204 -0.8%
MOS
282
MGO One Seven
Ohio
$538K -$84K -3,845 -13%
CIP
283
Capital Insight Partners
Arizona
$528K +$78.9K +3,611 +18%
FH
284
FWG Holdings
Florida
$525K +$2.38K +109 +0.5%
MLA
285
My Legacy Advisors
Oregon
$523K +$524K +24,004 New
DCM
286
Dimension Capital Management
Florida
$518K
SIC
287
Sterling Investment Counsel
New York
$515K -$28.3K -1,296 -5%
NRI
288
NFP Retirement Inc
California
$513K +$514K +23,542 New
AIM
289
Arcadia Investment Management
Michigan
$512K
Koshinski Asset Management
290
Koshinski Asset Management
Illinois
$506K
NGA
291
Naples Global Advisors
Florida
$502K +$115K +5,260 +30%
CB
292
Commerce Bank
Missouri
$477K +$21.3K +975 +5%
FIM
293
Fernwood Investment Management
Massachusetts
$475K
WA
294
Waddell & Associates
Tennessee
$473K
TSS
295
Two Sigma Securities
New York
$472K -$1.66M -75,757 -78%
AWM
296
Aprio Wealth Management
Georgia
$467K -$4.43M -202,988 -90%
RIA
297
Realta Investment Advisors
Delaware
$467K +$469K +21,457 New
VCA
298
Verdence Capital Advisors
Maryland
$460K -$127K -5,810 -22%
TCMP
299
Thrive Capital Management (Pennsylvania)
Pennsylvania
$456K -$344K -15,742 -43%
AAS
300
Avantax Advisory Services
Texas
$449K -$2.54M -116,467 -85%