We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
301
MGO One Seven
Ohio
$567K -$2.44M -116,135 -81%
AAS
302
Ameritas Advisory Services
Nebraska
$566K +$13.4K +639 +2%
OBWG
303
Onyx Bridge Wealth Group
New York
$529K -$3.68M -175,079 -87%
CAG
304
Csenge Advisory Group
Florida
$525K +$8.89K +423 +2%
SB
305
Strategic Blueprint
Georgia
$522K -$321K -15,280 -38%
EA
306
Everpar Advisors
Oklahoma
$497K -$349K -16,606 -41%
KCM
307
Kennicott Capital Management
California
$497K +$497K +23,653 New
WWM
308
Western Wealth Management
Colorado
$494K +$280K +13,303 +130%
EAM
309
Everstar Asset Management
North Carolina
$473K +$473K +22,500 New
KPWS
310
Kestra Private Wealth Services
Texas
$468K +$24K +1,142 +5%
OIM
311
Oder Investment Management
California
$468K +$71.3K +3,392 +18%
AA
312
Axiom Advisory
California
$452K +$7.06K +336 +2%
IMC Chicago
313
IMC Chicago
Illinois
$447K -$20.3K -965 -4%
NL
314
NVWM LLC
Pennsylvania
$444K +$444K +21,128 New
VFPW
315
Vantage Financial Partners (Wisconsin)
Wisconsin
$442K +$215K +10,249 +95%
IWM
316
IHT Wealth Management
Illinois
$442K -$810K -38,534 -65%
AWA
317
Arete Wealth Advisors
Illinois
$432K -$81.9K -3,896 -16%
GWM
318
Geneos Wealth Management
Colorado
$431K +$293K +13,929 +211%
CAM
319
Cresset Asset Management
Illinois
$429K +$2.17K +103 +0.5%
HCP
320
Hexagon Capital Partners
Arkansas
$426K -$31.9K -1,517 -7%
WC
321
Waterloo Capital
Texas
$425K -$5.93M -281,909 -93%
JWBC
322
J.W. Burns & Co
New York
$425K -$29.4K -1,400 -6%
C
323
Certuity
Florida
$422K -$21 -1 -0%
NONA
324
Ninety One North America
New York
$420K
SFS
325
Sowell Financial Services
Arkansas
$418K +$399 +19 +0.1%