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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
SOA Wealth Advisors
New York
$23K +$175 +8 +0.8%
TIM
402
Tortoise Investment Management
New York
$22K +$21.8K +1,000 New
AIC
403
Archer Investment Corporation
Indiana
$21.7K
CP
404
Castleview Partners
Texas
$21K -$5.59M -255,941 -100%
RG
405
Retirement Group
California
$21K
COCM
406
Charter Oak Capital Management
New Hampshire
$21K +$8.43K +386 +63%
Macquarie Group
407
Macquarie Group
Australia
$20.4K +$11.2M +514,000 +121%
CWM
408
Consultiva Wealth Management
Puerto Rico
$20K +$109 +5 +0.6%
EWA
409
EverSource Wealth Advisors
Alabama
$19K -$5.35K -245 -22%
PP
410
Pacifica Partners
Canada
$19K
WT
411
Whittier Trust
California
$19K
AF
412
Arrow Financial
New York
$18K +$18.2K +833 New
RCM
413
Raleigh Capital Management
North Carolina
$17K +$87 +4 +0.5%
TWC
414
TD Waterhouse Canada
Ontario, Canada
$16.8K -$21.5K -982 -56%
AFG
415
Albion Financial Group
Utah
$15K
PCTC
416
Perkins Coie Trust Company
Washington
$15K
AA
417
Ancora Advisors
Ohio
$15K +$15.3K +700 New
BCMLT
418
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K +$13.7K +628 New
BFEC
419
Benjamin F. Edwards & Company
Missouri
$12K
ACA
420
Aptus Capital Advisors
Alabama
$10K +$9.77K +447 New
T
421
TCWP
Ohio
$9K +$9.83K +450 New
BLC
422
Brown, Lisle/Cummings
Rhode Island
$8.71K
ICM
423
Islay Capital Management
Texas
$8K -$28.8K -1,317 -79%
LPP
424
Life Planning Partners
Florida
$8K
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$8K +$7.63K +349 New