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Invesco Senior Loan ETF

334 hedge funds and large institutions have $3.56B invested in Invesco Senior Loan ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 102 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+19
Holders Change %
+6.03%
% of All Funds
5.93%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
58
Increased
129
Reduced
102
Closed
36
Calls
$36.1M
Puts
$274M
Net Calls
-$238M
Net Calls Change
-$71.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Advisornet Financial
Minnesota
$22K +$112 +5 +0.5%
CAAS
302
Capital Asset Advisory Services
Michigan
$22K +$22K +1,000 New
SWA
303
SOA Wealth Advisors
New York
$22K +$22K +1,022 New
PCTC
304
Perkins Coie Trust Company
Washington
$20K
Vontobel Holding
305
Vontobel Holding
Switzerland
$20K +$20K +900 New
ICP
306
Interchange Capital Partners
Pennsylvania
$20K +$20K +939 New
WT
307
Whittier Trust
California
$19K -$41.9K -1,904 -69%
PP
308
Pacifica Partners
Canada
$19K
CWM
309
Consultiva Wealth Management
Puerto Rico
$19K +$19K +875 New
NG
310
NWK Group
California
$18K -$116K -5,201 -87%
PB
311
Pinnacle Bancorp
Nebraska
$16K
COCM
312
Charter Oak Capital Management
New Hampshire
$14K +$14K +617 New
RA
313
Reby Advisors
Connecticut
$12K +$12K +536 New
AWM
314
Avior Wealth Management
Nebraska
$11K +$11K +505 New
AA
315
AlphaMark Advisors
Kentucky
$9K
BFC
316
Bedel Financial Consulting
Indiana
$8K
PS
317
Planned Solutions
California
$7K -$7.3K -336 -51%
LGWM
318
Litman Gregory Wealth Management
California
$7K
SIS
319
Sound Income Strategies
Florida
$7K
JWBC
320
John W. Brooker & Co
California
$7K +$2.22K +102 +46%
SSB
321
Sandy Spring Bank
Maryland
$7K +$7K +305 New
VFA
322
Valeo Financial Advisors
Indiana
$6K +$6K +265 New
PMFA
323
Plante Moran Financial Advisors
Michigan
$5K +$5K +205 New
WB
324
Webster Bank
Connecticut
$4K -$960K -41,980 -100%
MA
325
MCF Advisors
Kentucky
$4K