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Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
276
BlueCrest Capital Management
Jersey
$888K +$4.35K +206 +0.5%
VL
277
Vima LLC
Michigan
$882K -$54.8K -2,594 -6%
I
278
INVST
Indiana
$873K -$126K -5,971 -13%
Pathstone Holdings
279
Pathstone Holdings
New Jersey
$851K +$849K +40,220 New
KJHP
280
K.J. Harrison & Partners
Ontario, Canada
$846K +$158K +7,500 +23%
CB
281
Commerce Bank
Missouri
$836K
CastleKeep Investment Advisors
282
CastleKeep Investment Advisors
Connecticut
$835K +$37.6K +1,783 +5%
FA
283
Flagstar Advisors
New York
$832K +$59.6K +2,822 +8%
NRI
284
NFP Retirement Inc
California
$829K +$55.1K +2,609 +7%
IB
285
Intrust Bank
Kansas
$827K
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$825K -$41.4K -1,959 -5%
HT
287
Headlands Technologies
Illinois
$824K +$823K +38,954 New
HWAM
288
Hennion & Walsh Asset Management
New Jersey
$786K -$1.18M -55,936 -60%
US Bancorp
289
US Bancorp
Minnesota
$785K -$672K -31,834 -46%
OA
290
Operose Advisors
Wisconsin
$768K +$767K +36,310 New
IMC Chicago
291
IMC Chicago
Illinois
$765K +$764K +36,172 New
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$746K +$142K +6,728 +24%
SB
293
Strategic Blueprint
Georgia
$738K -$130K -6,177 -15%
DWM
294
Drive Wealth Management
Utah
$734K +$733K +34,701 New
IFG
295
Independent Financial Group
California
$726K +$33.2K +1,570 +5%
CASC
296
Coppell Advisory Solutions Corp
Texas
$725K +$724K +34,277 New
NP
297
NorthRock Partners
Minnesota
$718K -$314K -14,859 -30%
OC
298
Oppenheimer & Co
New York
$716K +$117K +5,524 +20%
CIS
299
Continental Investors Services
Washington
$712K +$21.3K +1,009 +3%
CFB
300
Cullen/Frost Bankers
Texas
$711K