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Invesco Senior Loan ETF

398 hedge funds and large institutions have $5.25B invested in Invesco Senior Loan ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 132 increasing their positions, 150 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+33
Holders Change %
+9.04%
% of All Funds
9.04%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.68%
New
66
Increased
132
Reduced
150
Closed
32
Calls
$845K
Puts
$61.7M
Net Calls
-$60.9M
Net Calls Change
-$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MIFH
351
Migdal Insurance & Financial Holdings
Israel
$51K
WT
352
Whittier Trust
California
$50K
PCIG
353
Partners Capital Investment Group
Massachusetts
$49K +$418 +18 +0.9%
IWP
354
Icon Wealth Partners
Texas
$48K +$48K +2,085 New
KF
355
Krilogy Financial
Missouri
$47K +$10.3K +447 +28%
AIM
356
Advantage Investment Management
Iowa
$46K
AWA
357
Acorn Wealth Advisors
Michigan
$43K +$43K +1,878 New
CA
358
Calton & Associates
Florida
$40K +$40K +1,745 New
TFA
359
Transamerica Financial Advisors
Florida
$38K +$12.5K +539 +49%
GI
360
Gradient Investments
Minnesota
$34K +$34K +1,492 New
BWA
361
Burt Wealth Advisors
Maryland
$32K
WEC
362
Winslow Evans & Crocker
Massachusetts
$29.3K -$66.9K -2,904 -70%
OIA
363
OneDigital Investment Advisors
Kansas
$27K -$3.9K -168 -13%
AA
364
AlphaMark Advisors
Kentucky
$27K
EWM
365
Evercore Wealth Management
New York
$27K
VIA
366
Vantage Investment Advisors
Pennsylvania
$25K
PCTC
367
Perkins Coie Trust Company
Washington
$25K
AC
368
Avestar Capital
New York
$24K +$24K +1,072 New
PSC
369
Prentiss Smith & Co
Vermont
$23K
MBT
370
Monroe Bank & Trust
Michigan
$23K +$23K +1,006 New
SWMG
371
Signature Wealth Management Group
Georgia
$23K +$23K +1,019 New
HI
372
Hudock Inc
Pennsylvania
$19K
SIS
373
Sound Income Strategies
Florida
$19K +$19K +838 New
SFG
374
SevenBridge Financial Group
Pennsylvania
$18K
ARMC
375
American Research & Management Company
Massachusetts
$18K +$18K +770 New