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Invesco Senior Loan ETF

440 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 33

24% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 130

15% more funds holding

Funds holding: 382440 (+58)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.15% more ownership

Funds ownership: 89.3%90.45% (+1.2%)

8% less capital invested

Capital invested by funds: $5.85B → $5.37B (-$482M)

95% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $325M

Holders
440
Holders Change
+58
Holders Change %
+15.18%
% of All Funds
6.77%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
97
Increased
161
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
326
Millennium Capital Advisors
Arkansas
$295K +$295K +13,369 New
NEAM
327
New England Asset Management
Connecticut
$285K
GWM
328
Greenwich Wealth Management
Connecticut
$284K -$14.3K -650 -5%
NB
329
NBT Bank
New York
$281K -$66.2K -3,000 -19%
IFG
330
Independent Financial Group
California
$279K +$28.8K +1,305 +12%
RIA
331
Regal Investment Advisors
Michigan
$272K -$88.9K -4,030 -25%
CG
332
Colony Group
Massachusetts
$270K -$4.35K -197 -2%
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$269K +$24.3K +1,100 +10%
CWM
334
Cornerstone Wealth Management
Missouri
$259K +$258K +11,696 New
CA
335
Cetera Advisors
Colorado
$254K +$10.8K +491 +4%
FNBOSM
336
First National Bank of South Miami
Florida
$240K +$56.1K +2,543 +31%
SG
337
StoneX Group
New York
$231K -$3.04M -137,978 -93%
CA
338
Calton & Associates
Florida
$223K -$7.53K -341 -3%
V
339
ValueWorks
New York
$221K +$221K +10,000 New
CW
340
CreativeOne Wealth
Kansas
$220K -$25.6K -1,161 -10%
Creative Planning
341
Creative Planning
Kansas
$219K -$417K -18,884 -66%
QC
342
QCM Cayman
Texas
$219K -$5.67K -257 -3%
EVM
343
Eaton Vance Management
Massachusetts
$214K -$287K -12,992 -57%
VEA
344
Virtus ETF Advisers
New York
$214K +$214K +9,683 New
CAM
345
Cresset Asset Management
Illinois
$212K +$212K +9,594 New
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$211K +$211K +9,546 New
JCM
347
Jacobi Capital Management
Pennsylvania
$209K -$72.8K -3,300 -26%
AIP
348
Ameritas Investment Partners
Nebraska
$207K +$26.7K +1,208 +15%
Bessemer Group
349
Bessemer Group
New Jersey
$207K +$207K +9,382 New
VCM
350
Virtue Capital Management
Tennessee
$206K -$201K -9,086 -49%