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Invesco Senior Loan ETF

382 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 110 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 110

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

5.72% more ownership

Funds ownership: 83.59%89.3% (+5.7%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more capital invested

Capital invested by funds: $5.68B → $5.85B (+$169M)

1% more funds holding

Funds holding: 380382 (+2)

93% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $226M

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.69%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
47
Increased
169
Reduced
110
Closed
39
Calls
$14.8M
Puts
$226M
Net Calls
-$212M
Net Calls Change
+$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
351
Oakworth Capital
Alabama
$29K -$8.64K -391 -23%
BWL
352
Bogart Wealth LLC
Virginia
$28K -$1.75K -79 -6%
Northern Trust
353
Northern Trust
Illinois
$27K +$2.74M +123,748 New
OSNBOA
354
Old Second National Bank of Aurora
Illinois
$26K -$8.27K -374 -24%
SWA
355
SOA Wealth Advisors
New York
$23K +$177 +8 +0.8%
AIC
356
Archer Investment Corporation
Indiana
$22.1K
RG
357
Retirement Group
California
$21K
Vontobel Holding
358
Vontobel Holding
Switzerland
$20K
CWM
359
Consultiva Wealth Management
Puerto Rico
$20K +$19.7K +889 New
PP
360
Pacifica Partners
Canada
$19K
WT
361
Whittier Trust
California
$19K
AFG
362
Albion Financial Group
Utah
$15K
PCTC
363
Perkins Coie Trust Company
Washington
$15K
COCM
364
Charter Oak Capital Management
New Hampshire
$14K
BFEC
365
Benjamin F. Edwards & Company
Missouri
$12K
AWA
366
Arkadios Wealth Advisors
Georgia
$11K +$7.36K +333 +166%
PWM
367
Prentice Wealth Management
New York
$9K
SIS
368
Sound Income Strategies
Florida
$7K
JWBC
369
John W. Brooker & Co
California
$7K +$44 +2 +0.6%
WB
370
Webster Bank
Connecticut
$4K
HR
371
Howe & Rusling
New York
$4K +$3.52K +159 New
JFA
372
JNBA Financial Advisors
Minnesota
$3K
MA
373
MCF Advisors
Kentucky
$3K
BWP
374
Baldwin Wealth Partners
Massachusetts
$3K +$2.9K +131 New
WQ
375
Wealth Quarterback
New Jersey
$2K -$6.61K -299 -85%