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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
376
Tower Research Capital (TRC)
New York
$238K +$159K +7,575 +202%
1IA
377
1620 Investment Advisors
Massachusetts
$237K -$3.05K -145 -1%
OIA
378
OneDigital Investment Advisors
Kansas
$234K +$234K +11,155 New
CF
379
Copperwynd Financial
Arizona
$231K -$180K -8,584 -44%
AFA
380
AA Financial Advisors
Ohio
$229K +$10.4K +494 +5%
RCG
381
Regatta Capital Group
California
$229K -$16.7K -796 -7%
LL
382
LWMG LLC
Minnesota
$227K +$227K +10,791 New
ECM
383
Evergreen Capital Management
Washington
$227K +$19.9K +947 +10%
Susquehanna International Group
384
Susquehanna International Group
Pennsylvania
$226K -$1.2M -56,984 -84%
BWAM
385
Boyd Watterson Asset Management
Ohio
$222K -$18.7K -891 -8%
OIA
386
Optimum Investment Advisors
Illinois
$216K
CWM
387
Cordatus Wealth Management
Pennsylvania
$214K
CastleKeep Investment Advisors
388
CastleKeep Investment Advisors
Connecticut
$211K -$619K -29,430 -75%
PS
389
Principal Securities
Iowa
$211K +$107K +5,083 +102%
HGA
390
Hobbs Group Advisors
South Carolina
$210K
FF
391
Friedenthal Financial
New Jersey
$208K -$88.4K -4,204 -30%
RWIA
392
Roger Wittlin Investment Advisory
California
$208K -$40.8K -1,940 -16%
DTC
393
Davidson Trust Company
Washington
$207K
WCF
394
West Coast Financial
California
$205K
LFAS
395
Level Four Advisory Services
Texas
$205K +$205K +9,762 New
NS
396
NBC Securities
Alabama
$203K
NP
397
NorthRock Partners
Minnesota
$202K -$175K -8,329 -46%
AIP
398
Ameritas Investment Partners
Nebraska
$190K +$96.6K +4,595 +104%
Jones Financial Companies
399
Jones Financial Companies
Missouri
$187K +$148K +7,038 +369%
FFA
400
Farther Finance Advisors
California
$183K +$173K +8,252 +1,790%