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Invesco Senior Loan ETF

364 hedge funds and large institutions have $5B invested in Invesco Senior Loan ETF in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 158 increasing their positions, 76 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
6.41%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.35%
New
76
Increased
158
Reduced
76
Closed
41
Calls
$60.5M
Puts
$316M
Net Calls
-$255M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
326
First Horizon Advisors
Tennessee
$45K +$9.61K +440 +27%
US Bancorp
327
US Bancorp
Minnesota
$43K +$40.7K +1,831 +1,795%
TF
328
Tompkins Financial
New York
$38K
OC
329
Oakworth Capital
Alabama
$37K
CWA
330
Core Wealth Advisors
Florida
$35K
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$32K
HNB
332
Huntington National Bank
Ohio
$25K -$25K
AIC
333
Archer Investment Corporation
Indiana
$22.1K
SWA
334
SOA Wealth Advisors
New York
$22K +$64 +3 +0.3%
RG
335
Retirement Group
California
$21K -$20.5K -930 -49%
Vontobel Holding
336
Vontobel Holding
Switzerland
$20K
PP
337
Pacifica Partners
Canada
$19K
WT
338
Whittier Trust
California
$19K
CWM
339
Consultiva Wealth Management
Puerto Rico
$19K +$108 +5 +0.6%
TRCT
340
Tower Research Capital (TRC)
New York
$16K +$16K +728 New
PCTC
341
Perkins Coie Trust Company
Washington
$15K -$4.85K -219 -24%
COCM
342
Charter Oak Capital Management
New Hampshire
$14K
CWA
343
Carolina Wealth Advisors
South Carolina
$10K +$10K +436 New
MWP
344
Meridian Wealth Partners
Pennsylvania
$9K +$9K +403 New
PWM
345
Prentice Wealth Management
New York
$8K +$8K +378 New
LGWM
346
Litman Gregory Wealth Management
California
$7K
JWBC
347
John W. Brooker & Co
California
$7K +$43 +2 +0.6%
SIS
348
Sound Income Strategies
Florida
$6.51K
EWM
349
Elmwood Wealth Management
California
$6K +$6K +285 New
AF
350
Advisornet Financial
Minnesota
$5K -$18.6K -776 -79%