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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
376
US Bancorp
Minnesota
$84K -$3.39K -155 -4%
AIP
377
Ameritas Investment Partners
Nebraska
$76K -$129K -5,882 -63%
AIP
378
Ahrens Investment Partners
Louisiana
$75K -$6.55K -300 -8%
JEST
379
JTC Employer Solutions Trustee
Jersey
$65K
FRA
380
Front Row Advisors
California
$62K
GRP
381
Global Retirement Partners
California
$60K +$63.4K +2,904 New
FFWM
382
Future Financial Wealth Management
Ohio
$59K -$81.7K -3,741 -58%
IWMA
383
Ironwood Wealth Management (Arizona)
Arizona
$54K +$262 +12 +0.5%
CWM
384
Cranbrook Wealth Management
Michigan
$54K +$415 +19 +0.8%
AWM
385
Accel Wealth Management
Iowa
$51K +$6.93K +317 +16%
GFPC
386
Global Financial Private Client
Florida
$47.5K
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.5K -$4.81K -220 -10%
FFA
388
Freedman Financial Associates
Massachusetts
$42K +$42.1K +1,925 New
GEA
389
Glen Eagle Advisors
New Jersey
$39.2K
SAM
390
Strategic Asset Management
Minnesota
$37K
OSNBOA
391
Old Second National Bank of Aurora
Illinois
$36K -$47.9K -2,191 -57%
PWP
392
Pursue Wealth Partners
California
$35.6K +$35.6K +1,629 New
CHA
393
Carmichael Hill & Associates
Maryland
$33K -$12K -548 -27%
Jones Financial Companies
394
Jones Financial Companies
Missouri
$33K +$32.8K +1,500 New
EC
395
Estate Counselors
Wisconsin
$32K +$32.1K +1,470 New
MFC
396
Mechanics Financial Corp
Ohio
$30K
BWL
397
Bogart Wealth LLC
Virginia
$28K
OC
398
Oakworth Capital
Alabama
$25K
C
399
Covestor
United Kingdom
$25K +$16.4K +752 +186%
CT
400
Caldwell Trust
Florida
$24K +$24.1K +1,102 New