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Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$76.7M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
326
Left Brain Wealth Management
Illinois
$212K +$210K +10,060 New
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$210K
DTC
328
Davidson Trust Company
Washington
$209K -$43.2K -2,074 -17%
TWC
329
TD Waterhouse Canada
Ontario, Canada
$209K +$190K +9,121 +1,159%
FFN
330
Focus Financial Network
Minnesota
$205K -$83 -4 -0%
ASN
331
Advisory Services Network
Georgia
$201K +$94.4K +4,529 +90%
Verition Fund Management
332
Verition Fund Management
Connecticut
$201K -$649K -31,155 -77%
VAG
333
VisionPoint Advisory Group
Texas
$197K +$195K +9,367 New
Bessemer Group
334
Bessemer Group
New Jersey
$197K
TRCT
335
Tower Research Capital (TRC)
New York
$190K +$74K +3,550 +65%
AAM
336
Advisors Asset Management
Colorado
$180K +$103K +4,951 +138%
SC
337
Solstein Capital
California
$164K
HT
338
Headlands Technologies
Illinois
$145K -$1.22M -58,434 -89%
CCMI
339
Creative Capital Management Investments
California
$143K -$44.4K -2,129 -24%
Qube Research & Technologies (QRT)
340
Qube Research & Technologies (QRT)
United Kingdom
$132K +$111K +5,307 +295%
LFASL
341
Lugano Financial Advisors SA (LFA)
Switzerland
$128K
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$122K +$4.13K +198 +4%
AIM
343
Arcadia Investment Management
Michigan
$116K
WP
344
WealthShield Partners
North Carolina
$111K -$17.6K -845 -14%
GBT
345
Grove Bank & Trust
Florida
$97.4K +$72.4K +3,474 +301%
WP
346
WealthPLAN Partners
Nebraska
$95K
HI
347
Harbour Investments
Wisconsin
$89.9K -$2.33K -112 -3%
SPIA
348
Steward Partners Investment Advisory
New York
$87.5K -$58.4K -2,803 -40%
AF
349
Allworth Financial
California
$82K -$81.8K -3,925 -50%
HS
350
Horan Securities
United States
$79K -$18K -863 -19%