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Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
401
Boyd Watterson Asset Management
Ohio
$224K
WWA
402
WCG Wealth Advisors
Nevada
$223K +$4.1K +194 +2%
SWP
403
Stratos Wealth Partners
Ohio
$221K -$1.46M -69,084 -87%
ASN
404
Advisory Services Network
Georgia
$219K +$929 +44 +0.4%
HKIMG
405
Hutchens & Kramer Investment Management Group
Indiana
$219K -$571K -27,054 -72%
OIA
406
Optimum Investment Advisors
Illinois
$217K
RC
407
Roundview Capital
New Jersey
$216K -$499K -23,625 -70%
CWM
408
Cordatus Wealth Management
Pennsylvania
$216K
LL
409
LWMG LLC
Minnesota
$208K +$208K +9,856 New
DTC
410
Davidson Trust Company
Washington
$208K
VCP
411
Verus Capital Partners
Arizona
$208K +$207K +9,826 New
WCF
412
West Coast Financial
California
$206K -$157K -7,422 -43%
LCGC
413
Legacy Capital Group California
California
$203K -$6.71K -318 -3%
GT
414
Greenleaf Trust
Michigan
$203K +$203K +9,600 New
LA
415
Latitude Advisors
Florida
$201K +$201K +9,522 New
NS
416
NBC Securities
Alabama
$199K +$21.8K +1,033 +12%
PTC
417
Private Trust Company
Ohio
$188K -$85.4K -4,046 -31%
TRCT
418
Tower Research Capital (TRC)
New York
$185K +$114K +5,418 +162%
EWA
419
EverSource Wealth Advisors
Alabama
$179K +$179K +8,496 New
BAM
420
BTS Asset Management
Massachusetts
$178K +$178K +8,419 New
SC
421
Solstein Capital
California
$164K
PAG
422
Paladin Advisory Group
Iowa
$160K -$17.4K -825 -10%
AIP
423
Ameritas Investment Partners
Nebraska
$145K -$20.8K -985 -13%
CCMI
424
Creative Capital Management Investments
California
$144K
SPIA
425
Steward Partners Investment Advisory
New York
$131K +$56K +2,651 +74%