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Invesco Senior Loan ETF

382 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 110 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 110

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

5.72% more ownership

Funds ownership: 83.59%89.3% (+5.7%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more capital invested

Capital invested by funds: $5.68B → $5.85B (+$169M)

1% more funds holding

Funds holding: 380382 (+2)

93% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $226M

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.69%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
47
Increased
169
Reduced
110
Closed
39
Calls
$14.8M
Puts
$226M
Net Calls
-$212M
Net Calls Change
+$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
326
Federated Hermes
Pennsylvania
$123K -$77.4M -3,502,419 -100%
RE
327
RBC Europe
United Kingdom
$122K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$117K -$103K -4,666 -47%
CG
329
Cutler Group
California
$104K -$144K -6,500 -58%
ME
330
McIlrath & Eck
Washington
$102K
William Blair & Company
331
William Blair & Company
Illinois
$87K +$177 +8 +0.2%
WAM
332
Wolverine Asset Management
Illinois
$85K -$21.8K -988 -20%
CFA
333
Cahill Financial Advisors
Minnesota
$79K +$78.5K +3,549 New
CHA
334
Carmichael Hill & Associates
Maryland
$77K +$442 +20 +0.6%
JEST
335
JTC Employer Solutions Trustee
Jersey
$67K
S
336
SignatureFD
Georgia
$66K
FRA
337
Front Row Advisors
California
$63K
US Bancorp
338
US Bancorp
Minnesota
$58K -$5.42K -245 -9%
IWMA
339
Ironwood Wealth Management (Arizona)
Arizona
$55K
CWM
340
Cranbrook Wealth Management
Michigan
$54K +$376 +17 +0.7%
GEA
341
Glen Eagle Advisors
New Jersey
$50.9K +$22 +1 +0%
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.1K
IA
343
IFP Advisors
Florida
$49K -$174K -7,865 -78%
FHA
344
First Horizon Advisors
Tennessee
$45K +$88 +4 +0.2%
TAM
345
Tucker Asset Management
Colorado
$41K +$22 +1 +0.1%
CAPTRUST Financial Advisors
346
CAPTRUST Financial Advisors
North Carolina
$40K +$8.62K +390 +27%
LWM
347
Liberty Wealth Management
California
$39K +$38.7K +1,750 New
SAM
348
Strategic Asset Management
Minnesota
$38K +$37.8K +1,708 New
TF
349
Tompkins Financial
New York
$38K +$37.8K +1,710 New
GPA
350
Guidance Point Advisors
Massachusetts
$35K +$35K +1,585 New