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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
FAT
351
First American Trust
California
$304K -$17.9K -850 -6%
CFP
352
Cascade Financial Partners
California
$300K
SCA
353
Snowden Capital Advisors
New York
$296K +$296K +14,086 New
4FG
354
4Thought Financial Group
New York
$291K +$1.05K +50 +0.4%
EFG
355
Elios Financial Group
Ohio
$289K +$289K +13,756 New
Corient Private Wealth
356
Corient Private Wealth
Florida
$289K +$10.1K +480 +4%
SS
357
Sunbelt Securities
Texas
$286K -$778 -37 -0.3%
FUBT
358
First United Bank & Trust
Maryland
$285K -$28.2K -1,343 -9%
AC
359
Avestar Capital
New York
$284K
PCM
360
Palisade Capital Management
New Jersey
$284K +$284K +13,500 New
CAL
361
Capital Analysts LLC
Pennsylvania
$278K -$1.42M -67,764 -84%
MCA
362
Millennium Capital Advisors
Arkansas
$277K +$799 +38 +0.3%
CFGF
363
Compass Financial Group (Florida)
Florida
$275K
MCM
364
Mainstay Capital Management
Michigan
$269K -$2.42K -115 -0.9%
NB
365
NBT Bank
New York
$268K
Nomura Asset Management
366
Nomura Asset Management
Japan
$268K
CAS
367
Coppell Advisory Solutions
Texas
$262K -$547K -26,044 -68%
AG
368
AlTi Global
New York
$261K
CAM
369
Cobblestone Asset Management
Virginia
$260K -$462 -22 -0.2%
UCFA
370
United Capital Financial Advisors
Texas
$258K -$2.02K -96 -0.8%
CB
371
Chris Bulman
California
$257K -$200K -9,523 -44%
OWA
372
Opal Wealth Advisors
New York
$254K -$6.98K -332 -3%
P
373
&Partners
Tennessee
$247K +$247K +11,748 New
ES
374
Eagle Strategies
New York
$245K
DAS
375
Dynamic Advisor Solutions
Arizona
$242K -$36.5K -1,738 -13%