We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

419 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.2% more ownership

Funds ownership: 91.41%97.61% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

4% less capital invested

Capital invested by funds: $3.87B → $3.71B (-$167M)

3% less funds holding

Funds holding: 432419 (-13)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

29% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 175

94% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $347M

Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
6.68%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
64
Increased
125
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
401
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.45K -$42 -2 -0.8%
CHA
402
Carmichael Hill & Associates
Maryland
$4.2K
BF
403
BOK Financial
Oklahoma
$4.08K +$4.1K +196 New
WB
404
Webster Bank
Connecticut
$3.64K
Commonwealth Equity Services
405
Commonwealth Equity Services
Massachusetts
$3.63K -$711K -33,979 -16%
GFWA
406
Grey Fox Wealth Advisors
Delaware
$2.81K +$42 +2 +2%
RA
407
Rise Advisors
New York
$2.47K +$42 +2 +2%
Citigroup
408
Citigroup
New York
$2.33K -$12.8M -611,251 -100%
PCM
409
Pointe Capital Management
Michigan
$2.08K +$2.09K +100 New
C
410
Covestor
United Kingdom
$2K +$523 +25 +32%
PB
411
Pinnacle Bancorp
Nebraska
$1.85K
MA
412
MCF Advisors
Kentucky
$1.83K
SS
413
Sunbelt Securities
Texas
$1.54K +$1.55K +74 New
EI
414
Ellevest Inc
New York
$1.41K +$1.42K +68 New
WPA
415
West Paces Advisors
Georgia
$1.12K
GKIM
416
GW&K Investment Management
Massachusetts
$1K +$1.05K +50 New
FWM
417
Focused Wealth Management
New York
$770 +$460 +22 +147%
RFA
418
Register Financial Advisors
Georgia
$250 +$251 +12 New
PCFFS
419
Pacific Center for Financial Services
California
$30 +$21 +1 New
Parallax Volatility Advisers
420
Parallax Volatility Advisers
California
$21
ACM
421
Advisors Capital Management
New Jersey
-$46.2M -2,248,843 Closed
HT
422
HAP Trading
New York
-$18.1M -864,236 Closed
BCM
423
Brigade Capital Management
New York
-$8.42M -410,000 Closed
TW
424
Transform Wealth
Colorado
-$8.34M -406,280 Closed
BCC
425
Bain Capital Credit
Massachusetts
-$7.37M -359,109 Closed