We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

440 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 33

24% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 130

15% more funds holding

Funds holding: 382440 (+58)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.15% more ownership

Funds ownership: 89.3%90.45% (+1.2%)

8% less capital invested

Capital invested by funds: $5.85B → $5.37B (-$482M)

95% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $325M

Holders
440
Holders Change
+58
Holders Change %
+15.18%
% of All Funds
6.77%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
97
Increased
161
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
376
Front Row Advisors
California
$63K
SM
377
SG3 Management
Puerto Rico
$55K -$188K -8,500 -77%
IWMA
378
Ironwood Wealth Management (Arizona)
Arizona
$55K
CWM
379
Cranbrook Wealth Management
Michigan
$54K +$419 +19 +0.8%
FDCDDQ
380
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.1K
GFPC
381
Global Financial Private Client
Florida
$48.1K +$48K +2,175 New
CG
382
Cutler Group
California
$47K -$57.4K -2,600 -55%
CHA
383
Carmichael Hill & Associates
Maryland
$45K -$31.8K -1,441 -41%
FHA
384
First Horizon Advisors
Tennessee
$44K -$1.88K -85 -4%
AWM
385
Accel Wealth Management
Iowa
$44K +$44.4K +2,010 New
TAM
386
Tucker Asset Management
Colorado
$41K
TWC
387
TD Waterhouse Canada
Ontario, Canada
$39.9K +$38.6K +1,750 New
GEA
388
Glen Eagle Advisors
New Jersey
$39.8K -$11K -500 -22%
SAM
389
Strategic Asset Management
Minnesota
$38K
ICM
390
Islay Capital Management
Texas
$37K -$222K -10,082 -86%
CWS
391
Confluence Wealth Services
Pennsylvania
$36K +$36.6K +1,660 New
MFC
392
Mechanics Financial Corp
Ohio
$31K +$30.7K +1,389 New
BWL
393
Bogart Wealth LLC
Virginia
$28K
OC
394
Oakworth Capital
Alabama
$26K -$3K -136 -11%
EWA
395
EverSource Wealth Advisors
Alabama
$24K +$24.3K +1,100 New
SWA
396
SOA Wealth Advisors
New York
$23K +$177 +8 +0.8%
AIC
397
Archer Investment Corporation
Indiana
$22.1K
JIR
398
James Investment Research
Ohio
$22K +$22.1K +1,000 New
RG
399
Retirement Group
California
$21K
RFA
400
Reilly Financial Advisors
California
$21K +$21.3K +965 New