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Invesco Senior Loan ETF

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
BBWP
376
Beacon Bridge Wealth Partners
Pennsylvania
$225K -$91.6K -4,326 -29%
BWAM
377
Boyd Watterson Asset Management
Ohio
$224K +$212K +10,000 +1,745%
QWM
378
Quadcap Wealth Management
Texas
$222K +$222K +10,470 New
RT
379
Rockland Trust
Massachusetts
$219K +$219K +10,340 New
WWA
380
WCG Wealth Advisors
Nevada
$219K +$219K +10,352 New
MPCG
381
Matrix Private Capital Group
New York
$219K -$244K -11,500 -53%
ASN
382
Advisory Services Network
Georgia
$219K -$133K -6,289 -38%
OIA
383
Optimum Investment Advisors
Illinois
$217K -$111K -5,250 -34%
CWM
384
Cordatus Wealth Management
Pennsylvania
$216K
VCA
385
Verdence Capital Advisors
Maryland
$216K
CRC
386
Curi RMB Capital
Illinois
$215K +$215K +10,163 New
HGA
387
Hobbs Group Advisors
South Carolina
$212K +$212K +10,000 New
LCGC
388
Legacy Capital Group California
California
$210K -$31.8K -1,502 -13%
DTC
389
Davidson Trust Company
Washington
$208K
CF
390
Copperwynd Financial
Arizona
$206K +$206K +9,726 New
ECM
391
Evergreen Capital Management
Washington
$206K +$206K +9,725 New
RWP
392
RWA Wealth Partners
Massachusetts
$205K -$1.42M -66,970 -87%
IA
393
IAM Advisory
Pennsylvania
$205K +$205K +9,656 New
WIP
394
WealthCare Investment Partners
Rhode Island
$204K +$204K +9,624 New
PAG
395
Paladin Advisory Group
Iowa
$178K -$282K -13,302 -61%
NS
396
NBC Securities
Alabama
$178K +$20.4K +965 +13%
AIP
397
Ameritas Investment Partners
Nebraska
$166K +$96.3K +4,549 +139%
SC
398
Solstein Capital
California
$165K
CCMI
399
Creative Capital Management Investments
California
$144K
HGERS
400
Householder Group Estate & Retirement Specialist
Arizona
$139K -$36.1K -1,708 -21%