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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
326
NVWM LLC
Pennsylvania
$304K +$305K +13,982 New
DAS
327
Dynamic Advisor Solutions
Arizona
$297K -$17.2K -785 -5%
MCA
328
Millennium Capital Advisors
Arkansas
$291K +$218 +10 +0.1%
Creative Planning
329
Creative Planning
Kansas
$284K +$68.8K +3,150 +32%
BHB
330
Bank Hapoalim BM
Israel
$282K
NEAM
331
New England Asset Management
Connecticut
$281K
MFG
332
MTM Financial Group
Pennsylvania
$279K +$280K +12,821 New
MW
333
MBL Wealth
North Carolina
$272K +$273K +12,479 New
LMKC
334
L.M. Kohn & Company
Ohio
$269K +$269K +12,316 New
FUBT
335
First United Bank & Trust
Maryland
$262K +$263K +12,039 New
FF
336
Friedenthal Financial
New Jersey
$255K -$209K -9,559 -45%
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$241K -$24K -1,100 -9%
OWM
338
OneAscent Wealth Management
Alabama
$238K +$239K +10,930 New
FNBOSM
339
First National Bank of South Miami
Florida
$233K -$3.5K -160 -1%
GWM
340
Greenwich Wealth Management
Connecticut
$232K -$48K -2,198 -17%
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$224K -$67.8K -3,104 -23%
EH
342
Equitable Holdings
New York
$224K +$225K +10,292 New
MGIA
343
Moneta Group Investment Advisors
Missouri
$223K +$224K +10,243 New
OCM
344
One Capital Management
California
$219K +$220K +10,082 New
V
345
ValueWorks
New York
$218K
SSWM
346
Sheets Smith Wealth Management
North Carolina
$218K +$218K +10,000 New
SPC
347
Sigma Planning Corp
Michigan
$216K +$217K +9,918 New
PPP
348
Private Portfolio Partners
New Jersey
$216K +$216K +9,905 New
RIA
349
Regal Investment Advisors
Michigan
$215K -$52.7K -2,414 -20%
CTA
350
Chesley Taft & Associates
Illinois
$211K +$212K +9,700 New