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Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$76.7M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
276
AlphaCentric Advisors
Puerto Rico
$410K -$53.8K -2,580 -12%
Wealthfront Advisers
277
Wealthfront Advisers
California
$407K +$196K +9,402 +94%
DB
278
Dravo Bay
Delaware
$401K +$12.5K +600 +3%
OWA
279
Opal Wealth Advisors
New York
$396K
OMC
280
Overbrook Management Corp
New York
$396K
CPRC
281
Consolidated Portfolio Review Corp
New York
$391K -$123K -5,923 -24%
NA
282
NewEdge Advisors
Louisiana
$388K -$27.6K -1,325 -7%
VC
283
Veery Capital
Delaware
$377K +$166K +7,970 +80%
OIM
284
Oder Investment Management
California
$377K +$374K +17,935 New
SAM
285
SignalPoint Asset Management
Missouri
$354K -$7.46K -358 -2%
NONA
286
Ninety One North America
New York
$351K -$138K -6,601 -28%
HAC
287
Harbor Advisory Corp
New Hampshire
$348K
OIA
288
Optimum Investment Advisors
Illinois
$326K -$14.6K -700 -4%
BBWP
289
Beacon Bridge Wealth Partners
Pennsylvania
$325K -$7.56K -363 -2%
IWMA
290
Ironwood Wealth Management (Arizona)
Arizona
$324K +$11K +529 +4%
SAG
291
SageView Advisory Group
California
$322K -$7.04K -338 -2%
IA
292
IFP Advisors
Florida
$318K -$170K -8,136 -35%
MCM
293
Mainstay Capital Management
Michigan
$315K -$2.19K -105 -0.7%
CA
294
Calton & Associates
Florida
$310K -$9.52K -457 -3%
MIH
295
Meitav Investment House
Israel
$305K -$27.2K -1,305 -8%
RIG
296
RiverFront Investment Group
Virginia
$303K
DWM
297
Dakota Wealth Management
Florida
$302K +$11.1K +532 +4%
RSA
298
River Street Advisors
Illinois
$291K -$250K -11,978 -46%
M&T Bank
299
M&T Bank
New York
$291K
AL
300
Aspiriant LLC
California
$290K