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Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$76.7M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
376
Archer Investment Corporation
Indiana
$21K
CWM
377
Consultiva Wealth Management
Puerto Rico
$20K +$292 +14 +1%
PP
378
Pacifica Partners
Canada
$18.4K
RIA
379
Realta Investment Advisors
Delaware
$18.2K +$18K +865 New
WT
380
Whittier Trust
California
$18.1K
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$15.8K +$15.6K +750 New
CFGS
382
Concourse Financial Group Securities
Alabama
$14.7K -$294K -14,130 -95%
RCM
383
Raleigh Capital Management
North Carolina
$14K +$271 +13 +2%
CT
384
Cambridge Trust
Massachusetts
$13.7K -$11.6K -556 -46%
SIS
385
Sound Income Strategies
Florida
$13.3K
OC
386
Oakworth Capital
Alabama
$12.7K
Fidelity Investments
387
Fidelity Investments
Massachusetts
$10.9K -$716K -34,384 -99%
FCAG
388
First Capital Advisors Group
New Jersey
$10.6K
WIM
389
Westside Investment Management
California
$10.2K
BLC
390
Brown, Lisle/Cummings
Rhode Island
$8.42K
IPW
391
Impact Partnership Wealth
Georgia
$8.42K +$8.33K +400 New
BWP
392
Baldwin Wealth Partners
Massachusetts
$8.33K
FHA
393
First Horizon Advisors
Tennessee
$8.32K +$167 +8 +2%
NFSG
394
Newbridge Financial Services Group
Florida
$7.09K
SS
395
Sunbelt Securities
Texas
$6.21K +$4.61K +221 +299%
CP
396
Castleview Partners
Texas
$6K
BCMLT
397
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.49K -$21 -1 -0.4%
JHCP
398
Jackson Hole Capital Partners
Oklahoma
$4.54K +$4.5K +216 New
CHA
399
Carmichael Hill & Associates
Maryland
$4.25K
BBHC
400
Brown Brothers Harriman & Co
New York
$4.21K +$4.17K +200 New