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Invesco Senior Loan ETF

445 hedge funds and large institutions have $5.6B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 161 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
7.04%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
73
Increased
161
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
326
Dynamic Advisor Solutions
Arizona
$297K -$17.1K -785 -5%
Creative Planning
327
Creative Planning
Kansas
$284K +$68.5K +3,150 +32%
BHB
328
Bank Hapoalim BM
Israel
$282K -$508K
NEAM
329
New England Asset Management
Connecticut
$281K
MW
330
MBL Wealth
North Carolina
$272K +$272K +12,479 New
LMKC
331
L.M. Kohn & Company
Ohio
$269K +$269K +12,316 New
FUBT
332
First United Bank & Trust
Maryland
$262K +$262K +12,039 New
FF
333
Friedenthal Financial
New Jersey
$255K -$208K -9,559 -45%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$241K -$23.9K -1,100 -9%
OWM
335
OneAscent Wealth Management
Alabama
$238K +$238K +10,930 New
FNBOSM
336
First National Bank of South Miami
Florida
$233K -$3.48K -160 -1%
GWM
337
Greenwich Wealth Management
Connecticut
$232K -$47.9K -2,198 -17%
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$224K -$67.5K -3,104 -23%
EH
339
Equitable Holdings
New York
$224K +$224K +10,292 New
MGIA
340
Moneta Group Investment Advisors
Missouri
$223K +$223K +10,243 New
OCM
341
One Capital Management
California
$219K +$219K +10,082 New
V
342
ValueWorks
New York
$218K
SSWM
343
Sheets Smith Wealth Management
North Carolina
$218K +$218K +10,000 New
SPC
344
Sigma Planning Corp
Michigan
$216K +$216K +9,918 New
PPP
345
Private Portfolio Partners
New Jersey
$216K +$216K +9,905 New
RIA
346
Regal Investment Advisors
Michigan
$215K -$52.5K -2,414 -20%
CTA
347
Chesley Taft & Associates
Illinois
$211K +$211K +9,700 New
ECA
348
Elevated Capital Advisors
Utah
$210K +$210K +9,660 New
CW
349
CreativeOne Wealth
Kansas
$206K -$10.9K -500 -5%
JCM
350
Jacobi Capital Management
Pennsylvania
$206K