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Invesco Senior Loan ETF

398 hedge funds and large institutions have $5.25B invested in Invesco Senior Loan ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 132 increasing their positions, 150 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+33
Holders Change %
+9.04%
% of All Funds
9.04%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.68%
New
66
Increased
132
Reduced
150
Closed
32
Calls
$845K
Puts
$61.7M
Net Calls
-$60.9M
Net Calls Change
-$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
KSA
301
Ken Stern & Associates
California
$310K +$92 +4 +0%
IHL
302
Investment House LLC
California
$293K +$19.9K +865 +7%
FUBT
303
First United Bank & Trust
Maryland
$291K +$1.13K +49 +0.4%
FIM
304
Fernwood Investment Management
Massachusetts
$291K +$33.6K +1,455 +13%
BAC
305
Boys Arnold & Co
North Carolina
$289K +$92 +4 +0%
SS
306
Simplicity Solutions
Minnesota
$289K +$73.2K +3,174 +34%
SFWA
307
Summit Financial Wealth Advisors
Louisiana
$274K +$92 +4 +0%
Wolverine Trading
308
Wolverine Trading
Illinois
$273K +$44.4K +1,930 +19%
EWA
309
EP Wealth Advisors
California
$262K +$14.5K +631 +6%
WCM
310
Wealthcare Capital Management
Virginia
$255K -$26.4K -1,147 -9%
TIM
311
Tortoise Investment Management
New York
$254K -$50.4K -2,186 -17%
LNC
312
Lincoln National Corp
Pennsylvania
$252K +$252K +10,961 New
IFA
313
Interactive Financial Advisors
Illinois
$250K -$62.3K -2,702 -20%
HPC
314
HM Payson & Co
Maine
$248K +$1.15K +50 +0.5%
SCA
315
Snowden Capital Advisors
New York
$247K +$8.09K +351 +3%
SS
316
Sunbelt Securities
Texas
$242K +$29.8K +1,295 +14%
PA
317
Parallel Advisors
California
$240K -$80K -3,465 -25%
FCAG
318
First Capital Advisors Group
New Jersey
$239K -$10.4K -451 -4%
WPW
319
Winthrop Partners - WNY
New York
$236K +$236K +10,170 New
NFA
320
Nuveen Fund Advisors
Illinois
$235K -$39K -1,690 -14%
WKWM
321
Walter & Keenan Wealth Management
Indiana
$230K
SAM
322
Stringer Asset Management
Tennessee
$229K +$229K +9,945 New
AA
323
Alesco Advisors
New York
$226K -$37K -1,605 -14%
RJT
324
Raymond James Trust
Florida
$222K -$3K -130 -1%
CAM
325
Concorde Asset Management
Michigan
$218K -$380K -16,558 -64%