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Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$76.7M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CoreCap Advisors
Michigan
$287K +$284K +13,641 New
MCA
302
Millennium Capital Advisors
Arkansas
$284K +$667 +32 +0.2%
AWM
303
Axxcess Wealth Management
California
$281K +$278K +13,349 New
IWM
304
IHT Wealth Management
Illinois
$280K +$278K +13,328 New
LMKC
305
L.M. Kohn & Company
Ohio
$280K
CFP
306
Catalyst Financial Partners
Massachusetts
$269K +$20.8K +1,000 +8%
4FG
307
4Thought Financial Group
New York
$269K -$1.27K -61 -0.5%
PTC
308
Private Trust Company
Ohio
$268K -$137K -6,587 -34%
AFG
309
Atomi Financial Group
New York
$265K +$262K +12,597 New
AC
310
Avestar Capital
New York
$263K -$47.9K -2,300 -16%
CS
311
Comerica Securities
Michigan
$257K
FWM
312
Forza Wealth Management
Florida
$254K
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$254K +$251K +12,064 New
William Blair & Company
314
William Blair & Company
Illinois
$249K +$13.6K +655 +6%
LCGC
315
Legacy Capital Group California
California
$241K -$141K -6,763 -37%
WB
316
WesBanco Bank
West Virginia
$234K -$93.6K -4,490 -29%
LL
317
LWMG LLC
Minnesota
$232K +$17K +815 +8%
FPAS
318
Focus Partners Advisor Solutions
Missouri
$231K -$137K -6,593 -38%
FF
319
Friedenthal Financial
New Jersey
$222K -$15.5K -742 -7%
LA
320
Latitude Advisors
Florida
$219K +$217K +10,392 New
1IA
321
1620 Investment Advisors
Massachusetts
$217K -$16.2K -776 -7%
CWM
322
Cordatus Wealth Management
Pennsylvania
$215K
MW
323
MBL Wealth
North Carolina
$215K +$1.29K +62 +0.6%
VCA
324
Verdence Capital Advisors
Maryland
$214K
AWA
325
Arkadios Wealth Advisors
Georgia
$213K -$3.25K -156 -2%