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Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
301
Flow Traders U.S.
New York
$711K -$7.65M -362,132 -92%
SPC
302
Sigma Planning Corp
Michigan
$703K +$702K +33,247 New
SP
303
Sequent Planning
Nebraska
$689K +$688K +32,573 New
GCP
304
Gill Capital Partners
Colorado
$682K
MOS
305
MGO One Seven
Ohio
$678K -$307K -14,548 -31%
RWIA
306
Roger Wittlin Investment Advisory
California
$671K -$550K -26,043 -45%
MA
307
Mutual Advisors
Nebraska
$663K -$501K -23,712 -43%
FCCM
308
First City Capital Management
Georgia
$657K -$59K -2,795 -8%
JWCA
309
J.W. Cole Advisors
Florida
$655K +$142K +6,729 +28%
FIM
310
Fernwood Investment Management
Massachusetts
$651K -$12.7K -600 -2%
LBWM
311
Left Brain Wealth Management
Illinois
$646K +$14.9K +704 +2%
FCAM
312
First Citizens Asset Management
North Carolina
$631K -$15.3K -723 -2%
WAM
313
Worth Asset Management
Texas
$624K -$1.13M -53,680 -65%
BRWA
314
B. Riley Wealth Advisors
Florida
$618K -$16K -756 -3%
AAS
315
Avantax Advisory Services
Texas
$611K -$2.85K -135 -0.5%
IWM
316
IHT Wealth Management
Illinois
$587K +$282K +13,335 +93%
FA
317
Faithward Advisors
Pennsylvania
$578K +$578K +27,350 New
BEI
318
Benjamin Edwards Inc
Missouri
$574K +$573K +27,145 New
PI
319
PFG Investments
New York
$570K +$569K +26,957 New
CAG
320
Csenge Advisory Group
Florida
$560K +$140K +6,608 +33%
RIL
321
Rothschild Investment LLC
Illinois
$548K
AAS
322
Ameritas Advisory Services
Nebraska
$542K +$245K +11,616 +83%
HIM
323
Hillsdale Investment Management
Ontario, Canada
$539K +$50.3K +2,380 +10%
MHS
324
M Holdings Securities
Oregon
$538K -$163K -7,717 -23%
SW
325
Simplicity Wealth
New Jersey
$532K +$96.3K +4,561 +22%