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Invesco Senior Loan ETF

488 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, 183 increasing their positions, 194 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% 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
0.58%
New
41
Increased
183
Reduced
194
Closed
71
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
376
OneDigital Investment Advisors
Kansas
$234K +$234K +11,155 New
CF
377
Copperwynd Financial
Arizona
$231K -$180K -8,584 -44%
AFA
378
AA Financial Advisors
Ohio
$229K +$10.4K +494 +5%
RCG
379
Regatta Capital Group
California
$229K -$16.7K -796 -7%
LL
380
LWMG LLC
Minnesota
$227K +$227K +10,791 New
ECM
381
Evergreen Capital Management
Washington
$227K +$19.9K +947 +10%
Susquehanna International Group
382
Susquehanna International Group
Pennsylvania
$226K -$1.2M -56,984 -84%
BWAM
383
Boyd Watterson Asset Management
Ohio
$222K -$18.7K -891 -8%
OIA
384
Optimum Investment Advisors
Illinois
$216K
CWM
385
Cordatus Wealth Management
Pennsylvania
$214K
CastleKeep Investment Advisors
386
CastleKeep Investment Advisors
Connecticut
$211K -$618K -29,430 -75%
PS
387
Principal Securities
Iowa
$211K +$107K +5,083 +102%
HGA
388
Hobbs Group Advisors
South Carolina
$210K
FF
389
Friedenthal Financial
New Jersey
$208K -$88.3K -4,204 -30%
RWIA
390
Roger Wittlin Investment Advisory
California
$208K -$40.8K -1,940 -16%
DTC
391
Davidson Trust Company
Washington
$207K
WCF
392
West Coast Financial
California
$205K
LFAS
393
Level Four Advisory Services
Texas
$205K +$205K +9,762 New
NS
394
NBC Securities
Alabama
$203K
NP
395
NorthRock Partners
Minnesota
$202K -$175K -8,329 -46%
AIP
396
Ameritas Investment Partners
Nebraska
$190K +$96.5K +4,595 +104%
Jones Financial Companies
397
Jones Financial Companies
Missouri
$187K +$148K +7,038 +369%
FFA
398
Farther Finance Advisors
California
$183K +$173K +8,252 +1,790%
LC
399
Lindbrook Capital
California
$176K +$24.7K +1,176 +16%
SC
400
Solstein Capital
California
$163K