We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
301
Old Port Advisors
Maine
$448K +$448K +20,493 New
KWA
302
KCS Wealth Advisory
California
$398K +$6.99K +320 +2%
BA
303
Bridgewater Advisors
New York
$390K +$77.5K +3,548 +25%
WP
304
WealthShield Partners
North Carolina
$388K -$35.6K -1,630 -8%
PA
305
Parallel Advisors
California
$382K -$49.7K -2,277 -11%
FAG
306
Fortitude Advisory Group
Washington
$379K -$9.29K -425 -2%
DB
307
Dravo Bay
Delaware
$372K +$1.59K +73 +0.4%
RIG
308
RiverFront Investment Group
Virginia
$363K +$6.29K +288 +2%
SAM
309
SignalPoint Asset Management
Missouri
$359K +$12.7K +582 +4%
FA
310
FC Advisory
Pennsylvania
$357K -$257K -11,754 -42%
HCA
311
Harbour Capital Advisors
Virginia
$357K
AL
312
Aspiriant LLC
California
$349K
HSA
313
HBK Sorce Advisory
Pennsylvania
$348K
AWM
314
Apollon Wealth Management
South Carolina
$337K -$55.5K -2,538 -14%
SWP
315
Stratos Wealth Partners
Ohio
$336K -$48.7K -2,228 -13%
MCM
316
Mainstay Capital Management
Michigan
$330K -$2.01K -92 -0.6%
Lazard Asset Management
317
Lazard Asset Management
New York
$326K
CAG
318
Curtis Advisory Group
California
$326K +$2.19K +100 +0.7%
HGERS
319
Householder Group Estate & Retirement Specialist
Arizona
$321K -$14.7K -674 -4%
CA
320
Calton & Associates
Florida
$319K +$99.8K +4,570 +45%
4FG
321
4Thought Financial Group
New York
$317K -$1.03K -47 -0.3%
CA
322
Cetera Advisors
Colorado
$310K +$59.5K +2,721 +24%
LNC
323
Lincoln National Corp
Pennsylvania
$310K +$311K +14,253 New
Wealth Enhancement Advisory Services
324
Wealth Enhancement Advisory Services
Minnesota
$304K -$677 -31 -0.2%
SC
325
Sierra Capital
Florida
$304K