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Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
326
Hexagon Capital Partners
Arkansas
$527K -$120K -5,694 -19%
IA
327
Icon Advisers
Colorado
$520K -$21.1K -1,000 -4%
FIA
328
Foundations Investment Advisors
Arizona
$516K -$102K -4,847 -17%
SAI
329
Savvy Advisors Inc
New York
$499K -$220K -10,411 -31%
SF
330
Summit Financial
New Jersey
$484K +$483K +22,863 New
MPCG
331
Matrix Private Capital Group
New York
$478K +$260K +12,300 +119%
BWG
332
Beta Wealth Group
California
$478K -$124K -5,887 -21%
AWA
333
Arete Wealth Advisors
Illinois
$470K -$12.3K -583 -3%
PA
334
Parallel Advisors
California
$468K -$2.37K -112 -0.5%
AAM
335
Advisors Asset Management
Colorado
$466K +$85.9K +4,069 +23%
KPWS
336
Kestra Private Wealth Services
Texas
$466K -$18.4K -873 -4%
JWBC
337
J.W. Burns & Co
New York
$460K -$17.9K -850 -4%
Creative Planning
338
Creative Planning
Kansas
$457K +$22.8K +1,078 +5%
VC
339
Veery Capital
Delaware
$456K +$33.9K +1,605 +8%
Vanguard Group
340
Vanguard Group
Pennsylvania
$455K
SFP
341
Sweet Financial Partners
Minnesota
$440K -$112K -5,289 -20%
DB
342
Dravo Bay
Delaware
$438K +$36.2K +1,714 +9%
SFS
343
Sowell Financial Services
Arkansas
$427K +$1.33K +63 +0.3%
CP
344
Cumberland Partners
Ontario, Canada
$423K
LWM
345
LJI Wealth Management
Indiana
$411K +$1.06K +50 +0.3%
Kovitz Investment Group Partners
346
Kovitz Investment Group Partners
Illinois
$410K -$23.1K -1,094 -5%
Wolverine Trading
347
Wolverine Trading
Illinois
$407K +$406K +19,244 New
CF
348
Copperwynd Financial
Arizona
$401K +$195K +9,220 +95%
OIM
349
Oder Investment Management
California
$400K +$887 +42 +0.2%
VFPW
350
Vantage Financial Partners (Wisconsin)
Wisconsin
$395K +$2.43K +115 +0.6%