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Invesco Senior Loan ETF

419 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.2% more ownership

Funds ownership: 91.41%97.61% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

4% less capital invested

Capital invested by funds: $3.87B → $3.71B (-$167M)

3% less funds holding

Funds holding: 432419 (-13)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

29% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 175

94% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $347M

Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
6.68%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
64
Increased
125
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$64.1K -$2.88M -137,548 -98%
BC
352
Bartlett & Co
Ohio
$64K -$2.88M -137,548 -98%
JEST
353
JTC Employer Solutions Trustee
Jersey
$63K
AA
354
AlphaMark Advisors
Kentucky
$59K
FRA
355
Front Row Advisors
California
$59K
GWM
356
Geneos Wealth Management
Colorado
$57.8K
AWM
357
Accel Wealth Management
Iowa
$55.7K +$1.05K +50 +2%
CAL
358
Capital Analysts LLC
Pennsylvania
$54K +$1K +48 +2%
CIA
359
Cape Investment Advisory
Georgia
$53.5K +$53.8K +2,571 New
HCM
360
Hollencrest Capital Management
California
$50.8K +$963 +46 +2%
ME
361
McIlrath & Eck
Washington
$45.3K -$6.91K -330 -13%
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.6K
FCA
363
Fortis Capital Advisors
Kansas
$40.4K
Qube Research & Technologies (QRT)
364
Qube Research & Technologies (QRT)
United Kingdom
$37.4K -$978K -46,747 -96%
HNB
365
Huntington National Bank
Ohio
$37.1K
S
366
SignatureFD
Georgia
$35.6K +$35.8K +1,711 New
BWAM
367
Boyd Watterson Asset Management
Ohio
$33.4K +$21.6K +1,032 +180%
GEA
368
Glen Eagle Advisors
New Jersey
$32.4K +$607 +29 +2%
RG
369
Retirement Group
California
$30K -$4.19K -200 -12%
HWP
370
Highline Wealth Partners
California
$29.1K
AF
371
Advisornet Financial
Minnesota
$28.3K +$28.5K +1,362 New
SWA
372
SOA Wealth Advisors
New York
$27.4K +$440 +21 +2%
AIP
373
Ahrens Investment Partners
Louisiana
$26.2K +$26.4K +1,262 New
CT
374
Cambridge Trust
Massachusetts
$25.1K +$11.6K +556 +86%
MFC
375
Mechanics Financial Corp
Ohio
$24.9K -$4.04K -193 -14%