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Invesco Senior Loan ETF

503 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 206 increasing their positions, 149 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+24
Holders Change %
+5.01%
% of All Funds
7.29%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
77
Increased
206
Reduced
149
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
301
Sigma Planning Corp
Michigan
$703K +$703K +33,247 New
SP
302
Sequent Planning
Nebraska
$689K +$689K +32,573 New
GCP
303
Gill Capital Partners
Colorado
$682K
MOS
304
MGO One Seven
Ohio
$678K -$308K -14,548 -31%
RWIA
305
Roger Wittlin Investment Advisory
California
$671K -$551K -26,043 -45%
MA
306
Mutual Advisors
Nebraska
$663K -$502K -23,712 -43%
FCCM
307
First City Capital Management
Georgia
$657K -$59.1K -2,795 -8%
JWCA
308
J.W. Cole Advisors
Florida
$655K +$142K +6,729 +28%
FIM
309
Fernwood Investment Management
Massachusetts
$651K -$12.7K -600 -2%
LBWM
310
Left Brain Wealth Management
Illinois
$646K +$14.9K +704 +2%
WAM
311
Worth Asset Management
Texas
$624K -$1.14M -53,680 -65%
FCAM
312
First Citizens Asset Management
North Carolina
$622K -$23.7K -1,121 -4%
BRWA
313
B. Riley Wealth Advisors
Florida
$618K -$15.9K -756 -3%
AAS
314
Avantax Advisory Services
Texas
$611K -$2.86K -135 -0.5%
IWM
315
IHT Wealth Management
Illinois
$587K +$282K +13,335 +93%
FA
316
Faithward Advisors
Pennsylvania
$578K +$578K +27,350 New
BEI
317
Benjamin Edwards Inc
Missouri
$574K +$574K +27,145 New
PI
318
PFG Investments
New York
$570K +$570K +26,957 New
CAG
319
Csenge Advisory Group
Florida
$560K +$140K +6,608 +33%
RIL
320
Rothschild Investment LLC
Illinois
$548K
AAS
321
Ameritas Advisory Services
Nebraska
$542K +$246K +11,616 +83%
HIM
322
Hillsdale Investment Management
Ontario, Canada
$539K +$50.3K +2,380 +10%
MHS
323
M Holdings Securities
Oregon
$538K -$163K -7,717 -23%
SW
324
Simplicity Wealth
New Jersey
$532K +$96.5K +4,561 +22%
HCP
325
Hexagon Capital Partners
Arkansas
$527K -$120K -5,694 -19%