We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

317 hedge funds and large institutions have $3.29B invested in Invesco Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 311317 (+6)

0.36% more ownership

Funds ownership: 83.3%83.66% (+0.36%)

3% less capital invested

Capital invested by funds: $3.4B → $3.29B (-$102M)

87% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $190M

Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
6.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
47
Increased
120
Reduced
93
Closed
37
Calls
$23.7M
Puts
$190M
Net Calls
-$166M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$3K
JFA
302
JNBA Financial Advisors
Minnesota
$3K
MA
303
MCF Advisors
Kentucky
$3K
SWM
304
Sugarloaf Wealth Management
Georgia
$3K
IBOK
305
Independence Bank of Kentucky
Kentucky
$3K +$2.89K +133 New
TWP
306
TFO Wealth Partners
Ohio
$3K +$2.93K +135 New
Millennium Management
307
Millennium Management
New York
$2.88K +$2.52M +115,932 +706%
TFGT
308
TS Financial Group (TSFG)
Illinois
$2K
US Bancorp
309
US Bancorp
Minnesota
$2K
CG
310
Cutler Group
California
$1K -$189K -8,700 -99%
HIA
311
Harbor Investment Advisory
Maryland
$1K -$804 -37 -50%
SFA
312
Semmax Financial Advisors
North Carolina
$1K
FHA
313
Flagship Harbor Advisors
Massachusetts
$1K +$43 +2 +3%
Koshinski Asset Management
314
Koshinski Asset Management
Illinois
$521 -$15K -688 -3%
BHB
315
Bank Hapoalim BM
Israel
$414
SSW
316
Smith Shellnut Wilson
Mississippi
$39 -$826 -38 -97%
State of Tennessee, Department of Treasury
317
State of Tennessee, Department of Treasury
Tennessee
-$109M -5,086,300 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
318
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$85.4M -4,000,000 Closed
HT
319
HAP Trading
New York
-$7.2M -331,508 Closed
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
-$6.91M -323,501 Closed
CBB
321
Citizens Business Bank
California
-$6.16M -288,677 Closed
HIM
322
Hanlon Investment Management
New Jersey
-$1.24M -57,871 Closed
NR
323
Newfound Research
Massachusetts
-$1.19M -55,595 Closed
ACM
324
AlphaStar Capital Management
North Carolina
-$963K -44,579 Closed
Citadel Advisors
325
Citadel Advisors
Florida
-$930K -42,785 Closed