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Invesco Senior Loan ETF

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
301
Orion Portfolio Solutions
Nebraska
$515K +$299K +14,120 +139%
BCI
302
Brinker Capital Investments
Pennsylvania
$515K +$299K +14,120 +139%
JWCA
303
J.W. Cole Advisors
Florida
$514K -$110K -5,209 -18%
FFS
304
Founders Financial Securities
Maryland
$509K +$509K +24,020 New
DCM
305
Dimension Capital Management
Florida
$504K
HIM
306
Hillsdale Investment Management
Ontario, Canada
$490K
KPWS
307
Kestra Private Wealth Services
Texas
$485K -$151K -7,126 -24%
FIC
308
Family Investment Center
Missouri
$484K +$484K +22,867 New
AWA
309
Arete Wealth Advisors
Illinois
$483K +$483K +22,826 New
JWBC
310
J.W. Burns & Co
New York
$479K -$34.9K -1,650 -7%
PA
311
Parallel Advisors
California
$471K -$845K -39,919 -64%
IAS
312
IMA Advisory Services
Colorado
$469K -$72.1K -3,405 -13%
GSEP
313
Golden State Equity Partners
California
$466K -$236K -11,147 -34%
NGA
314
Naples Global Advisors
Florida
$461K -$13.8K -650 -3%
Vanguard Group
315
Vanguard Group
Pennsylvania
$456K
SW
316
Simplicity Wealth
New Jersey
$436K +$436K +20,597 New
Creative Planning
317
Creative Planning
Kansas
$435K -$173K -8,181 -28%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$433K -$11.6K -549 -3%
UCFA
319
United Capital Financial Advisors
Texas
$431K -$244K -11,499 -36%
SFS
320
Sowell Financial Services
Arkansas
$427K +$36.4K +1,718 +9%
DC
321
Davenport & Co
Virginia
$424K +$445 +21 +0.1%
CP
322
Cumberland Partners
Ontario, Canada
$424K
VC
323
Veery Capital
Delaware
$423K +$19.6K +924 +5%
CAG
324
Csenge Advisory Group
Florida
$421K +$138K +6,508 +49%
LWM
325
LJI Wealth Management
Indiana
$410K -$55.1K -2,600 -12%