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Invesco Senior Loan ETF

382 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 110 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 110

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

5.72% more ownership

Funds ownership: 83.59%89.3% (+5.7%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more capital invested

Capital invested by funds: $5.68B → $5.85B (+$169M)

1% more funds holding

Funds holding: 380382 (+2)

93% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $226M

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.69%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
47
Increased
169
Reduced
110
Closed
39
Calls
$14.8M
Puts
$226M
Net Calls
-$212M
Net Calls Change
+$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
301
WesBanco Bank
West Virginia
$265K
ICM
302
Islay Capital Management
Texas
$260K +$238K +10,759 +1,076%
WP
303
WealthShield Partners
North Carolina
$260K +$260K +11,761 New
KCM
304
Kennicott Capital Management
California
$258K -$75.3K -3,405 -23%
IFG
305
Independent Financial Group
California
$251K -$124K -5,603 -33%
AF
306
Allworth Financial
California
$248K +$248K +11,223 New
CW
307
CreativeOne Wealth
Kansas
$246K -$526K -23,783 -68%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$245K -$21.7K -980 -8%
SM
309
SG3 Management
Puerto Rico
$243K -$33.2K -1,500 -12%
CA
310
Cetera Advisors
Colorado
$243K +$243K +11,006 New
PBF
311
Petix & Botte Financial
California
$240K +$240K +10,837 New
CA
312
Calton & Associates
Florida
$231K -$110K -4,963 -32%
ECA
313
Elevated Capital Advisors
Utah
$229K +$229K +10,344 New
QC
314
QCM Cayman
Texas
$225K +$225K +10,173 New
SBL
315
Sargent Bickham Lagudis
Colorado
$219K +$219K +9,910 New
LWAC
316
Laurel Wealth Advisors (California)
California
$215K +$215K +9,710 New
Fisher Asset Management
317
Fisher Asset Management
Washington
$208K +$208K +9,392 New
SWM
318
SeaCrest Wealth Management
New York
$207K
FNBOSM
319
First National Bank of South Miami
Florida
$184K +$18.3K +830 +11%
AIP
320
Ameritas Investment Partners
Nebraska
$180K +$5.84K +264 +3%
GWM
321
Geneos Wealth Management
Colorado
$164K -$89.5K -4,050 -35%
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$158K +$52.3K +2,364 +49%
Lazard Asset Management
323
Lazard Asset Management
New York
$154K
BW
324
Bison Wealth
Georgia
$153K -$88 -4 -0.1%
SPIA
325
Steward Partners Investment Advisory
New York
$125K -$12.5K -567 -9%