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Invesco Senior Loan ETF

381 hedge funds and large institutions have $5.43B invested in Invesco Senior Loan ETF in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-17
Holders Change %
-4.27%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.8%
New
42
Increased
161
Reduced
137
Closed
56
Calls
$229K
Puts
$4.68M
Net Calls
-$4.45M
Net Calls Change
+$56.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
351
Bartlett & Co Wealth Management
Ohio
$45.9K +$45.9K +1,985 New
SIM
352
Sonora Investment Management
Arizona
$45.2K +$45.2K +1,955 New
LFG
353
LifePlan Financial Group
Ohio
$41K +$41K +1,782 New
WEC
354
Winslow Evans & Crocker
Massachusetts
$40.4K +$10.9K +472 +37%
TAIM
355
TD Ameritrade Investment Management
Nebraska
$40K +$33.9K +1,449 +551%
Parallax Volatility Advisers
356
Parallax Volatility Advisers
California
$40K +$40K +1,710 +171,000%
PWAG
357
Polaris Wealth Advisory Group
California
$35K +$35K +1,502 New
BWA
358
Burt Wealth Advisors
Maryland
$32K
LYV
359
Live Your Vision
Pennsylvania
$26K +$26K +1,126 New
PCTC
360
Perkins Coie Trust Company
Washington
$25K
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$25K +$20K +866 +395%
SWMG
362
Signature Wealth Management Group
Georgia
$24K
PSC
363
Prentiss Smith & Co
Vermont
$23K
HI
364
Hudock Inc
Pennsylvania
$19K
SIS
365
Sound Income Strategies
Florida
$19K
AWA
366
Acorn Wealth Advisors
Michigan
$18K -$25K -1,091 -58%
JWA
367
JFS Wealth Advisors
Pennsylvania
$17K
GI
368
Gradient Investments
Minnesota
$14K -$20.1K -879 -59%
CFA
369
Carroll Financial Associates
North Carolina
$14K
VFA
370
Valeo Financial Advisors
Indiana
$13K +$13K +555 New
CTB
371
Country Trust Bank
Illinois
$12K -$2.97K -125 -20%
PGWM
372
Parisi Gray Wealth Management
New Jersey
$12K
MOS
373
MGO One Seven
Ohio
$11K -$1.66K -73 -13%
Bessemer Group
374
Bessemer Group
New Jersey
$11K +$6.19K +277 +129%
IFAM
375
Institutional & Family Asset Management
Colorado
$10K +$10K +428 New