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Invesco Senior Loan ETF

440 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 33

24% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 130

15% more funds holding

Funds holding: 382440 (+58)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.15% more ownership

Funds ownership: 89.3%90.45% (+1.2%)

8% less capital invested

Capital invested by funds: $5.85B → $5.37B (-$482M)

95% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $325M

Holders
440
Holders Change
+58
Holders Change %
+15.18%
% of All Funds
6.77%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
97
Increased
161
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Consultiva Wealth Management
Puerto Rico
$20K +$110 +5 +0.6%
PP
402
Pacifica Partners
Canada
$19K
WT
403
Whittier Trust
California
$19K
LWM
404
Liberty Wealth Management
California
$18.1K -$20.6K -932 -53%
RCM
405
Raleigh Capital Management
North Carolina
$17K +$16.9K +768 New
AFG
406
Albion Financial Group
Utah
$15K
PCTC
407
Perkins Coie Trust Company
Washington
$15K
HWA
408
HHM Wealth Advisors
Tennessee
$15K +$15K +679 New
COCM
409
Charter Oak Capital Management
New Hampshire
$14K
Northern Trust
410
Northern Trust
Illinois
$13K -$1.49M -67,401 -54%
TRCT
411
Tower Research Capital (TRC)
New York
$13K +$13.2K +600 New
BFEC
412
Benjamin F. Edwards & Company
Missouri
$12K
CFCI
413
Comprehensive Financial Consultants Institutional
Indiana
$12K +$12.5K +567 New
CP
414
Castleview Partners
Texas
$11.6K +$5.67M +256,912 New
CF
415
Concorde Financial
Texas
$11K +$10.9K +493 New
C
416
Covestor
United Kingdom
$9K +$8.91K +404 New
BLC
417
Brown, Lisle/Cummings
Rhode Island
$8.84K +$8.83K +400 New
LPP
418
Life Planning Partners
Florida
$8K +$8.12K +368 New
ACK
419
Andrew C. Karlinski
$7K +$7.26K +329 New
NFSG
420
Newbridge Financial Services Group
Florida
$7K +$7.44K +337 New
CWM
421
Curi Wealth Management
North Carolina
$7K +$7.81K +354 New
SIS
422
Sound Income Strategies
Florida
$6K
AIM
423
AHL Investment Management
Florida
$6K +$5.58K +253 New
CA
424
CoreCap Advisors
Michigan
$5K +$5.45K +247 New
WC
425
Wexford Capital
Florida
$4.42K +$4.41M +200,000 New