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Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
351
NWAM LLC
Washington
$392K -$637K -30,174 -62%
FAT
352
First American Trust
California
$391K -$263K -12,453 -40%
FSA
353
Fort Sheridan Advisors
Illinois
$388K +$387K +18,324 New
EA
354
Everpar Advisors
Oklahoma
$387K +$11.4K +542 +3%
BPA
355
Beacon Pointe Advisors
California
$385K +$131K +6,204 +52%
William Blair & Company
356
William Blair & Company
Illinois
$378K +$4.41K +209 +1%
OFG
357
OmniStar Financial Group
North Carolina
$373K +$373K +17,647 New
BFEC
358
Benjamin F. Edwards & Company
Missouri
$369K +$368K +17,419 New
SAM
359
SignalPoint Asset Management
Missouri
$366K -$824 -39 -0.2%
LSC
360
Logan Stone Capital
Illinois
$357K +$357K +16,897 New
AA
361
AlphaCentric Advisors
Puerto Rico
$357K -$5.83K -276 -2%
NGA
362
Naples Global Advisors
Florida
$357K -$103K -4,900 -23%
IAS
363
IMA Advisory Services
Colorado
$354K -$113K -5,374 -24%
HAC
364
Harbor Advisory Corp
New Hampshire
$350K
DC
365
Davenport & Co
Virginia
$348K -$75.8K -3,591 -18%
Citadel Advisors
366
Citadel Advisors
Florida
$347K -$5.21M -246,714 -94%
JWCA
367
J.W. Coons Advisors
Ohio
$344K
TWP
368
Tyche Wealth Partners
Texas
$334K
CPRC
369
Consolidated Portfolio Review Corp
New York
$329K -$887 -42 -0.3%
WI
370
WBI Investments
New Jersey
$328K -$316K -14,942 -49%
AG
371
AlTi Global
New York
$306K +$9.61K +455 +3%
OMC
372
Overbrook Management Corp
New York
$304K
FFN
373
Focus Financial Network
Minnesota
$297K -$242K -11,473 -45%
MCM
374
Mainstay Capital Management
Michigan
$290K -$1.01K -48 -0.3%
AC
375
Avestar Capital
New York
$286K