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Invesco Senior Loan ETF

419 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.2% more ownership

Funds ownership: 91.41%97.61% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

4% less capital invested

Capital invested by funds: $3.87B → $3.71B (-$167M)

3% less funds holding

Funds holding: 432419 (-13)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

29% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 175

94% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $347M

Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
6.68%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
64
Increased
125
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
301
Capital Insight Partners
Arizona
$277K
LMKC
302
L.M. Kohn & Company
Ohio
$277K
SOA
303
Sea Otter Advisors
Florida
$277K +$278K +13,300 New
JFG
304
Jefferies Financial Group
New York
$276K +$278K +13,285 New
4FG
305
4Thought Financial Group
New York
$267K +$1.05K +50 +0.4%
CS
306
Comerica Securities
Michigan
$254K -$145K -6,923 -36%
FWM
307
Forza Wealth Management
Florida
$251K +$253K +12,090 New
DTC
308
Davidson Trust Company
Washington
$250K
HWM
309
HB Wealth Management
Georgia
$250K -$405K -19,335 -62%
CFP
310
Catalyst Financial Partners
Massachusetts
$245K
JCM
311
Jacobi Capital Management
Pennsylvania
$242K +$243K +11,611 New
FF
312
Friedenthal Financial
New Jersey
$235K +$24.8K +1,186 +12%
BIAS
313
Beacon Investment Advisory Services
New Jersey
$234K -$10.7M -511,926 -98%
William Blair & Company
314
William Blair & Company
Illinois
$233K +$63.7K +3,042 +37%
1IA
315
1620 Investment Advisors
Massachusetts
$230K -$2.41K -115 -1%
IC
316
IEQ Capital
California
$223K +$224K +10,698 New
Lido Advisors
317
Lido Advisors
California
$222K +$224K +10,681 New
HW
318
Hancock Whitney
Mississippi
$219K +$220K +10,526 New
BA
319
Bridgewater Advisors
New York
$216K
AWA
320
Arkadios Wealth Advisors
Georgia
$214K +$3.54K +169 +2%
LL
321
LWMG LLC
Minnesota
$212K -$538K -25,682 -72%
CWM
322
Cordatus Wealth Management
Pennsylvania
$212K
VCA
323
Verdence Capital Advisors
Maryland
$212K
MW
324
MBL Wealth
North Carolina
$211K +$5.32K +254 +3%
VC
325
Veery Capital
Delaware
$207K +$209K +9,969 New