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Invesco Senior Loan ETF

440 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 33

24% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 130

15% more funds holding

Funds holding: 382440 (+58)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.15% more ownership

Funds ownership: 89.3%90.45% (+1.2%)

8% less capital invested

Capital invested by funds: $5.85B → $5.37B (-$482M)

95% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $325M

Holders
440
Holders Change
+58
Holders Change %
+15.18%
% of All Funds
6.77%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
97
Increased
161
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
SeaCrest Wealth Management
New York
$203K -$4.41K -200 -2%
VC
352
Veery Capital
Delaware
$202K +$202K +9,157 New
1IA
353
1620 Investment Advisors
Massachusetts
$201K +$200K +9,081 New
HS
354
Horan Securities
United States
$201K +$201K +9,113 New
SHFA
355
SC&H Financial Advisors
Maryland
$200K +$200K +9,042 New
AF
356
Allworth Financial
California
$185K -$62.8K -2,846 -25%
PFGIA
357
Patriot Financial Group Insurance Agency
Massachusetts
$170K +$11.8K +533 +7%
Lazard Asset Management
358
Lazard Asset Management
New York
$154K
GWM
359
Geneos Wealth Management
Colorado
$153K -$9.95K -451 -6%
SBL
360
Sargent Bickham Lagudis
Colorado
$145K -$73.8K -3,345 -34%
FFWM
361
Future Financial Wealth Management
Ohio
$143K +$143K +6,471 New
SPIA
362
Steward Partners Investment Advisory
New York
$124K -$640 -29 -0.5%
IA
363
IFP Advisors
Florida
$119K +$68.3K +3,096 +143%
MCC
364
Money Concepts Capital
Florida
$118K +$118K +5,340 New
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$103K -$14.5K -656 -12%
ME
366
McIlrath & Eck
Washington
$99K -$3.31K -150 -3%
US Bancorp
367
US Bancorp
Minnesota
$89K +$31.4K +1,422 +55%
OSNBOA
368
Old Second National Bank of Aurora
Illinois
$86K +$59.5K +2,696 +231%
AIP
369
Ahrens Investment Partners
Louisiana
$83K +$82.9K +3,755 New
HI
370
Harbour Investments
Wisconsin
$78K -$3.98M -180,441 -98%
DHGWA
371
Dixon Hughes Goodman Wealth Advisors
North Carolina
$72K +$72.3K +3,277 New
AAM
372
Advisors Asset Management
Colorado
$70K +$70K +3,173 New
JEST
373
JTC Employer Solutions Trustee
Jersey
$67K
William Blair & Company
374
William Blair & Company
Illinois
$66K -$21K -953 -24%
S
375
SignatureFD
Georgia
$66K