We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

419 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.2% more ownership

Funds ownership: 91.41%97.61% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

4% less capital invested

Capital invested by funds: $3.87B → $3.71B (-$167M)

3% less funds holding

Funds holding: 432419 (-13)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

29% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 175

94% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $347M

Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
6.68%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
64
Increased
125
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$207K
Wealthfront Advisers
327
Wealthfront Advisers
California
$207K -$35.8K -1,712 -15%
FFN
328
Focus Financial Network
Minnesota
$203K +$204K +9,736 New
Bessemer Group
329
Bessemer Group
New Jersey
$195K
CCMI
330
Creative Capital Management Investments
California
$186K +$187K +8,929 New
HGERS
331
Householder Group Estate & Retirement Specialist
Arizona
$179K +$180K +8,608 New
AF
332
Allworth Financial
California
$163K -$33.2K -1,585 -17%
SC
333
Solstein Capital
California
$162K -$37.8K -1,804 -19%
SPIA
334
Steward Partners Investment Advisory
New York
$145K +$58.1K +2,774 +66%
WP
335
WealthShield Partners
North Carolina
$127K -$253K -12,068 -66%
LFASL
336
Lugano Financial Advisors SA (LFA)
Switzerland
$126K +$79.6K +3,805 +168%
CIAS
337
Capital Investment Advisory Services
North Carolina
$123K -$314K -15,024 -72%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$116K -$81.2K -3,879 -41%
AIM
339
Arcadia Investment Management
Michigan
$114K
TRCT
340
Tower Research Capital (TRC)
New York
$114K +$12.1K +579 +12%
BCV
341
Banque Cantonale Vaudoise
Switzerland
$114K +$52.3K +2,500 +83%
ASN
342
Advisory Services Network
Georgia
$105K -$86.9K -4,151 -45%
HS
343
Horan Securities
United States
$96.1K -$1.42K -68 -1%
WP
344
WealthPLAN Partners
Nebraska
$93.9K +$94.5K +4,516 New
HI
345
Harbour Investments
Wisconsin
$91.2K
JFA
346
JNBA Financial Advisors
Minnesota
$86.1K -$20.7K -987 -19%
AIP
347
Ameritas Investment Partners
Nebraska
$75K -$133K -6,372 -64%
AAM
348
Advisors Asset Management
Colorado
$74.5K -$6.72K -321 -8%
FNBOSM
349
First National Bank of South Miami
Florida
$72.3K -$43.6K -2,083 -37%
AAS
350
Ameritas Advisory Services
Nebraska
$71K +$71.4K +3,411 New