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Invesco Senior Loan ETF

317 hedge funds and large institutions have $3.29B invested in Invesco Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 311317 (+6)

0.36% more ownership

Funds ownership: 83.3%83.66% (+0.36%)

3% less capital invested

Capital invested by funds: $3.4B → $3.29B (-$102M)

87% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $190M

Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
6.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
47
Increased
120
Reduced
93
Closed
37
Calls
$23.7M
Puts
$190M
Net Calls
-$166M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
326
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$563K -26,365 Closed
RF
327
RHS Financial
California
-$455K -21,328 Closed
BWA
328
BlueSky Wealth Advisors
North Carolina
-$417K -19,532 Closed
Wolverine Trading
329
Wolverine Trading
Illinois
-$385K -17,724 Closed
VI
330
Vestcor Inc
New Brunswick, Canada
-$374K -17,500 Closed
MWM
331
Meridian Wealth Management
Kentucky
-$356K -16,703 Closed
PBF
332
Petix & Botte Financial
California
-$160K -14,840 Closed
SG Americas Securities
333
SG Americas Securities
New York
-$291K -13,651 Closed
SF
334
Symphony Financial
Texas
-$279K -13,055 Closed
TK
335
TIAA Kaspick
Massachusetts
-$271K -12,686 Closed
MOS
336
MGO One Seven
Ohio
-$269K -12,592 Closed
3AM
337
3D Asset Management
Connecticut
-$261K -12,214 Closed
AA
338
Advisory Alpha
Michigan
-$253K -11,962 Closed
FFN
339
Focus Financial Network
Minnesota
-$230K -10,796 Closed
AIP
340
Ahrens Investment Partners
Louisiana
-$229K -10,707 Closed
CG
341
Colony Group
Massachusetts
-$205K -9,609 Closed
MD
342
Money Design
Japan
-$177K -8,289 Closed
WR
343
Watson Rebecca
-$92K -4,327 Closed
KPW
344
Kore Private Wealth
New York
-$69K -3,248 Closed
SF
345
Synovus Financial
Georgia
-$32K -1,509 Closed
CAAS
346
Capital Asset Advisory Services
Michigan
-$22K -1,000 Closed
BAM
347
Barrett Asset Management
New York
-$18K -850 Closed
BFIM
348
Beese Fulmer Investment Management
Ohio
-$14K -675 Closed
CFD
349
Creative Financial Designs
Indiana
-$8.76K -403 -98%
PWP
350
Principle Wealth Partners
Connecticut
-$4K -165 Closed