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Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$76.7M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
351
Ameritas Investment Partners
Nebraska
$76K +$146 +7 +0.2%
CIAS
352
Capital Investment Advisory Services
North Carolina
$68.7K -$55.3K -2,653 -45%
JEST
353
JTC Employer Solutions Trustee
Jersey
$63K
FRA
354
Front Row Advisors
California
$60K
AA
355
AlphaMark Advisors
Kentucky
$57K -$2.08K -100 -4%
CAL
356
Capital Analysts LLC
Pennsylvania
$56K +$1.19K +57 +2%
HCM
357
Hollencrest Capital Management
California
$52.5K +$1.1K +53 +2%
GWM
358
Geneos Wealth Management
Colorado
$52.2K -$6.25K -300 -11%
BWAM
359
Boyd Watterson Asset Management
Ohio
$48.4K +$14.5K +695 +43%
Citadel Advisors
360
Citadel Advisors
Florida
$46.1K +$45.7K +2,193 New
CIA
361
Cape Investment Advisory
Georgia
$45.4K -$8.63K -414 -16%
AF
362
Advisornet Financial
Minnesota
$44.2K +$15.4K +738 +54%
ME
363
McIlrath & Eck
Washington
$43.4K -$2.35K -113 -5%
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.1K
BCM
365
Bourgeon Capital Management
Connecticut
$41.7K +$41.3K +1,982 New
S
366
SignatureFD
Georgia
$36K
FWA
367
FSC Wealth Advisors
New York
$32.6K +$21.5K +1,034 +201%
RG
368
Retirement Group
California
$30.6K
GEA
369
Glen Eagle Advisors
New Jersey
$30K -$2.73K -131 -8%
HWP
370
Highline Wealth Partners
California
$29.5K
SWA
371
SOA Wealth Advisors
New York
$28.2K +$500 +24 +2%
AC
372
AlphaCore Capital
California
$27.8K +$27.6K +1,323 New
MFC
373
Mechanics Financial Corp
Ohio
$25.2K
CT
374
Caldwell Trust
Florida
$22.2K
OSNBOA
375
Old Second National Bank of Aurora
Illinois
$21.3K +$3.85K +185 +22%