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Invesco Senior Loan ETF

419 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.2% more ownership

Funds ownership: 91.41%97.61% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

4% less capital invested

Capital invested by funds: $3.87B → $3.71B (-$167M)

3% less funds holding

Funds holding: 432419 (-13)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

29% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 175

94% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $347M

Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
6.68%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
64
Increased
125
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
376
Grove Bank & Trust
Florida
$24K +$24.1K +1,153 New
CG
377
Cutler Group
California
$22K -$25.7K -1,229 -53%
CT
378
Caldwell Trust
Florida
$21.9K
AIC
379
Archer Investment Corporation
Indiana
$20.8K
TIM
380
Tortoise Investment Management
New York
$20.8K
CWM
381
Consultiva Wealth Management
Puerto Rico
$19.5K +$272 +13 +1%
PP
382
Pacifica Partners
Canada
$18.2K
WT
383
Whittier Trust
California
$17.9K
OSNBOA
384
Old Second National Bank of Aurora
Illinois
$17.2K +$2.72K +130 +19%
TWC
385
TD Waterhouse Canada
Ontario, Canada
$16.4K
PCTC
386
Perkins Coie Trust Company
Washington
$14.1K
RCM
387
Raleigh Capital Management
North Carolina
$13.6K -$7.14K -341 -34%
SIS
388
Sound Income Strategies
Florida
$13.1K -$4.81K -230 -27%
OC
389
Oakworth Capital
Alabama
$12.5K
BWL
390
Bogart Wealth LLC
Virginia
$12K -$14.5K -692 -55%
FWA
391
FSC Wealth Advisors
New York
$10.7K +$3.48K +166 +48%
FCAG
392
First Capital Advisors Group
New Jersey
$10.5K
WIM
393
Westside Investment Management
California
$10.1K
NHT
394
New Hampshire Trust
New Hampshire
$9.15K
BLC
395
Brown, Lisle/Cummings
Rhode Island
$8.32K
BWP
396
Baldwin Wealth Partners
Massachusetts
$8.24K +$5.55K +265 +202%
FHA
397
First Horizon Advisors
Tennessee
$8.05K +$167 +8 +2%
ICM
398
Islay Capital Management
Texas
$7.49K
NFSG
399
Newbridge Financial Services Group
Florida
$7.01K
CP
400
Castleview Partners
Texas
$5.93K