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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
351
Elevated Capital Advisors
Utah
$210K +$211K +9,660 New
CW
352
CreativeOne Wealth
Kansas
$206K -$10.9K -500 -5%
JCM
353
Jacobi Capital Management
Pennsylvania
$206K
Bessemer Group
354
Bessemer Group
New Jersey
$204K
GA
355
Greytown Advisors
Florida
$204K +$205K +9,388 New
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$202K -$5.66K -259 -3%
1IA
357
1620 Investment Advisors
Massachusetts
$201K
SWM
358
SeaCrest Wealth Management
New York
$201K +$961 +44 +0.5%
PWMG
359
Provence Wealth Management Group
California
$201K +$202K +9,228 New
HS
360
Horan Securities
United States
$189K -$9.72K -445 -5%
MCC
361
Money Concepts Capital
Florida
$184K +$67.5K +3,091 +58%
NC
362
NewSquare Capital
Pennsylvania
$178K +$178K +8,160 New
S
363
SignatureFD
Georgia
$171K +$107K +4,882 +164%
JFGIW
364
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$162K +$163K +7,455 New
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$151K +$49.6K +2,270 +49%
GWM
366
Geneos Wealth Management
Colorado
$150K -$874 -40 -0.6%
NAM
367
Newfleet Asset Management
Connecticut
$148K -$2.38M -108,952 -94%
VEA
368
Virtus ETF Advisers
New York
$148K -$62.6K -2,863 -30%
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$148K -$19.1K -875 -11%
SBL
370
Sargent Bickham Lagudis
Colorado
$143K
SPIA
371
Steward Partners Investment Advisory
New York
$139K +$17.1K +782 +14%
AF
372
Allworth Financial
California
$136K -$46.8K -2,142 -26%
TRCT
373
Tower Research Capital (TRC)
New York
$108K +$95.4K +4,368 +728%
ME
374
McIlrath & Eck
Washington
$103K +$5.62K +257 +6%
AAM
375
Advisors Asset Management
Colorado
$90K +$20.8K +951 +30%