We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

419 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.2% more ownership

Funds ownership: 91.41%97.61% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

4% less capital invested

Capital invested by funds: $3.87B → $3.71B (-$167M)

3% less funds holding

Funds holding: 432419 (-13)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

29% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 175

94% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $347M

Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
6.68%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
64
Increased
125
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$363K +$44.5K +2,124 +14%
SAM
277
SignalPoint Asset Management
Missouri
$358K +$209 +10 +0.1%
JWS
278
Juncture Wealth Strategies
Arizona
$357K -$234K -11,180 -39%
HAC
279
Harbor Advisory Corp
New Hampshire
$344K +$346K +16,549 New
OIA
280
Optimum Investment Advisors
Illinois
$337K -$270K -12,900 -44%
MIH
281
Meitav Investment House
Israel
$332K -$1.33M -63,561 -80%
BBWP
282
Beacon Bridge Wealth Partners
Pennsylvania
$329K +$36.8K +1,758 +13%
SAG
283
SageView Advisory Group
California
$325K -$4.77K -228 -1%
WB
284
WesBanco Bank
West Virginia
$324K -$18.8K -900 -5%
CAS
285
Coppell Advisory Solutions
Texas
$318K +$320K +15,286 New
CASC
286
Coppell Advisory Solutions Corp
Texas
$318K +$320K +15,286 New
CA
287
Calton & Associates
Florida
$316K -$75K -3,582 -19%
MCM
288
Mainstay Capital Management
Michigan
$313K -$66.3K -3,168 -17%
BAM
289
Belpointe Asset Management
Nevada
$313K -$6.13K -293 -2%
IWMA
290
Ironwood Wealth Management (Arizona)
Arizona
$309K -$837 -40 -0.3%
CFGS
291
Concourse Financial Group Securities
Alabama
$308K -$277K -13,227 -47%
AC
292
Avestar Capital
New York
$308K -$1.49M -71,200 -83%
RIG
293
RiverFront Investment Group
Virginia
$299K -$175K -8,350 -37%
SFS
294
Sowell Financial Services
Arkansas
$295K -$331K -15,832 -53%
HH
295
Hilltop Holdings
Texas
$294K -$19.6K -935 -6%
M&T Bank
296
M&T Bank
New York
$287K -$11.6K -556 -4%
DWM
297
Dakota Wealth Management
Florida
$287K -$212K -10,142 -42%
AL
298
Aspiriant LLC
California
$286K
MCA
299
Millennium Capital Advisors
Arkansas
$280K +$565 +27 +0.2%
SWM
300
SeaCrest Wealth Management
New York
$278K +$279K +13,350 New