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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
276
K.J. Harrison & Partners
Ontario, Canada
$725K -$116K -5,500 -14%
AAS
277
Avantax Advisory Services
Texas
$720K +$99.1K +4,714 +16%
EGM
278
Engineers Gate Manager
New York
$716K +$716K +34,073 New
ASN
279
Advisory Services Network
Georgia
$715K
CIS
280
Continental Investors Services
Washington
$715K +$11K +523 +2%
WA
281
Wambolt & Associates
Colorado
$710K -$154K -7,323 -18%
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$705K -$145K -6,882 -17%
GCP
283
Gill Capital Partners
Colorado
$681K
UB
284
UMB Bank
Missouri
$672K -$82.9K -3,944 -11%
SC
285
Savant Capital
Illinois
$671K +$671K +31,944 New
HIM
286
Hillsdale Investment Management
Ontario, Canada
$661K +$125K +5,950 +23%
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$656K -$4.96M -236,003 -88%
CI Investments Inc
288
CI Investments Inc
Ontario, Canada
$656K
OC
289
Oppenheimer & Co
New York
$654K -$126K -6,007 -16%
WCM
290
Wealthcare Capital Management
Virginia
$642K -$181K -8,618 -22%
FCCM
291
First City Capital Management
Georgia
$637K -$15.8K -753 -2%
WIA
292
World Investment Advisors
California
$635K +$64.1K +3,050 +11%
FSA
293
Fort Sheridan Advisors
Illinois
$631K
FIM
294
Fernwood Investment Management
Massachusetts
$628K
US Bancorp
295
US Bancorp
Minnesota
$620K +$105K +4,999 +20%
FCAM
296
First Citizens Asset Management
North Carolina
$610K -$6.18K -294 -1%
BRWA
297
B. Riley Wealth Advisors
Florida
$594K -$45K -2,140 -7%
IA
298
Icon Advisers
Colorado
$590K -$315K -15,000 -35%
AAM
299
Advisors Asset Management
Colorado
$586K +$74.9K +3,565 +15%
I
300
INVST
Indiana
$575K -$66.2K -3,150 -10%