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Invesco Senior Loan ETF

334 hedge funds and large institutions have $3.56B invested in Invesco Senior Loan ETF in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

26% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 102

8% more capital invested

Capital invested by funds: $3.29B → $3.56B (+$268M)

5% more funds holding

Funds holding: 317334 (+17)

9.92% less ownership

Funds ownership: 83.66%73.74% (-9.9%)

87% less call options, than puts

Call options by funds: $36.1M | Put options by funds: $274M

Holders
334
Holders Change
+17
Holders Change %
+5.36%
% of All Funds
5.91%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
58
Increased
129
Reduced
102
Closed
38
Calls
$36.1M
Puts
$274M
Net Calls
-$238M
Net Calls Change
-$71.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
351
Independent Financial Group
California
-$264K -12,135 Closed
BCM
352
Brookstone Capital Management
Illinois
-$262K -12,039 Closed
AWM
353
AE Wealth Management
Kansas
-$232K -10,688 Closed
SPC
354
Sigma Planning Corp
Michigan
-$227K -10,419 Closed
Comerica Bank
355
Comerica Bank
Texas
-$217K -10,011 Closed
CT
356
Caldwell Trust
Florida
-$92.4K -4,250 Closed
TRCT
357
Tower Research Capital (TRC)
New York
-$79K -3,638 Closed
JWM
358
Jeppson Wealth Management
California
-$33K -1,500 Closed
MWP
359
Meridian Wealth Partners
Pennsylvania
-$30K -1,373 Closed
EDRH
360
Edmond de Rothschild Holding
Switzerland
-$23K -1,050 Closed
AIM
361
Anchor Investment Management
South Carolina
-$8.7K -400 Closed
CSPIA
362
Cary Street Partners Investment Advisory
Virginia
-$8K -380 Closed
NNP
363
Nachman Norwood & Parrott
South Carolina
-$8K -378 Closed
SWM
364
Sugarloaf Wealth Management
Georgia
-$3K -139 Closed
TWP
365
TFO Wealth Partners
Ohio
-$3K -135 Closed
IBOK
366
Independence Bank of Kentucky
Kentucky
-$3K -133 Closed
TFGT
367
TS Financial Group (TSFG)
Illinois
-$2K -82 Closed
CG
368
Cutler Group
California
-$1.54K -70 Closed
FHA
369
Flagship Harbor Advisors
Massachusetts
-$1K -70 Closed
SFA
370
Semmax Financial Advisors
North Carolina
-$944 -43 -66%
LWM
371
Liberty Wealth Management
California
+$22 +1 New