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Invesco Senior Loan ETF

365 hedge funds and large institutions have $5.71B invested in Invesco Senior Loan ETF in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 149 increasing their positions, 132 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 132

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

1.97% more ownership

Funds ownership: 63.13%65.1% (+2%)

0% less capital invested

Capital invested by funds: $5.73B → $5.71B (-$13M)

4% less funds holding

Funds holding: 379365 (-14)

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

97% less call options, than puts

Call options by funds: $950K | Put options by funds: $31.4M

Holders
365
Holders Change
-14
Holders Change %
-3.69%
% of All Funds
9.1%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.7%
New
26
Increased
149
Reduced
132
Closed
38
Calls
$950K
Puts
$31.4M
Net Calls
-$30.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
376
Callan Capital
California
-$1.47M -63,372 Closed
DI
377
Diligent Investors
California
-$1.27M -54,836 Closed
ECM
378
ETrade Capital Management
Virginia
-$1.23M -53,173 Closed
RIA
379
Regal Investment Advisors
Michigan
-$1.17M -50,576 Closed
NC
380
NewSquare Capital
Pennsylvania
-$1.15M -49,797 Closed
AA
381
Apriem Advisors
California
-$1.14M -49,275 Closed
LIM
382
Longfellow Investment Management
Massachusetts
-$1.02M -44,050 Closed
CI
383
Cavalier Investments
Georgia
-$790K -34,151 Closed
SIA
384
Starfire Investment Advisers
Michigan
-$578K -24,994 Closed
Nomura Holdings
385
Nomura Holdings
Japan
-$360K -15,545 Closed
RIG
386
Roosevelt Investment Group
New York
-$348K -15,025 Closed
SBIA
387
Sheaff Brock Investment Advisors
Indiana
-$324K -14,015 Closed
JMPWA
388
JP Morgan Private Wealth Advisors
California
-$304K -13,144 Closed
HCM
389
Harvest Capital Management
New Hampshire
-$295K -12,765 Closed
DWT
390
Dorsey & Whitney Trust
South Dakota
-$256K -11,050 Closed
PA
391
Paracle Advisors
Washington
-$208K -9,029 Closed
CA
392
Cetera Advisors
Colorado
-$206K -8,938 Closed
EAMA
393
EFG Asset Management (Americas)
Florida
-$202K -8,743 Closed
GI
394
Gradient Investments
Minnesota
-$188K -8,129 Closed
MIM
395
Macroview Investment Management
Maryland
-$58K -2,525 Closed
PFPT
396
Pinnacle Financial Partners (Tennessee)
Tennessee
-$29K -1,242 Closed
PSUF
397
People's United Financial
Connecticut
-$17K -715 Closed
WTB
398
Washington Trust Bank
Washington
-$10K -434 Closed
HR
399
Howe & Rusling
New York
-$7K -295 Closed
SIM
400
Sonora Investment Management
Arizona
-$6.57K -284 Closed