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Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
376
Cascade Financial Partners
California
$284K +$284K +13,452 New
CFGF
377
Compass Financial Group (Florida)
Florida
$283K
FUBT
378
First United Bank & Trust
Maryland
$282K +$39.5K +1,873 +16%
BSB
379
Bangor Savings Bank
Maine
$282K -$400K -18,962 -59%
WIA
380
World Investment Advisors
California
$281K +$281K +13,303 New
MCA
381
Millennium Capital Advisors
Arkansas
$277K -$9.88K -468 -3%
FF
382
Friedenthal Financial
New Jersey
$276K -$6.08K -288 -2%
RCG
383
Regatta Capital Group
California
$271K +$271K +12,822 New
Nomura Asset Management
384
Nomura Asset Management
Japan
$269K
UCFA
385
United Capital Financial Advisors
Texas
$268K -$162K -7,673 -38%
MIH
386
Meitav Investment House
Israel
$267K -$15.8K -747 -6%
AL
387
Aspiriant LLC
California
$264K
OWA
388
Opal Wealth Advisors
New York
$263K +$7.01K +332 +3%
4FG
389
4Thought Financial Group
New York
$260K -$3.91K -185 -1%
CAM
390
Cobblestone Asset Management
Virginia
$252K +$232 +11 +0.1%
CFP
391
Catalyst Financial Partners
Massachusetts
$244K -$18.6K -881 -7%
AFA
392
AA Financial Advisors
Ohio
$244K +$10.1K +479 +4%
LFAS
393
Level Four Advisory Services
Texas
$243K
1IA
394
1620 Investment Advisors
Massachusetts
$242K +$6.21K +294 +3%
SS
395
Sunbelt Securities
Texas
$239K +$202K +9,561 +549%
LMKC
396
L.M. Kohn & Company
Ohio
$234K
DAS
397
Dynamic Advisor Solutions
Arizona
$230K +$229K +10,857 New
WB
398
WesBanco Bank
West Virginia
$228K +$2.26K +107 +1%
AWM
399
Axxcess Wealth Management
California
$227K +$227K +10,756 New
CAAS
400
Capital Asset Advisory Services
Michigan
$227K +$227K +10,756 New