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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
Marshall Wace
426
Marshall Wace
United Kingdom
-$6.51M -316,923 Closed
ATPW
427
Ashton Thomas Private Wealth
Arizona
-$6.33M -308,400 Closed
Susquehanna International Group
428
Susquehanna International Group
Pennsylvania
-$5.95M -284,315 Closed
TAM
429
Tocqueville Asset Management
New York
-$3.33M -162,400 Closed
FLPIM
430
F.L. Putnam Investment Management
Massachusetts
-$2.96M -144,325 Closed
CCWA
431
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.8M -136,415 Closed
PA
432
PPM America
Illinois
-$2.42M -118,000 Closed
FT
433
Fiduciary Trust
Massachusetts
-$2.15M -104,924 Closed
CFA
434
Camarda Financial Advisors
Florida
-$1.96M -95,587 Closed
ASFA
435
All Season Financial Advisors
Colorado
-$1.7M -82,933 Closed
VA
436
Valmark Advisers
Ohio
-$1.66M -80,770 Closed
PF
437
Parker Financial
Washington
-$1.36M -66,426 Closed
ACM
438
Ascendant Capital Management
California
-$1.35M -66,000 Closed
EWM
439
Elmwood Wealth Management
California
-$1.11M -54,279 Closed
AUIM
440
Aegon USA Investment Management
Iowa
-$1.04M -50,600 Closed
Wolverine Trading
441
Wolverine Trading
Illinois
-$966K -47,036 Closed
PBO
442
Peoples Bank (Ohio)
Ohio
-$960K -46,767 Closed
DAS
443
Dynamic Advisor Solutions
Arizona
-$960K -46,738 Closed
ADBIC
444
A.D. Beadell Investment Counsel
Wisconsin
-$936K -45,630 Closed
PA
445
Pinnacle Associates
New York
-$641K -31,238 Closed
CA
446
Cetera Advisors
Colorado
-$629K -30,636 Closed
TIM
447
Thornburg Investment Management
New Mexico
-$560K -27,288 Closed
SCI
448
Stableford Capital II
Arizona
-$542K -25,778 Closed
NL
449
NWAM LLC
Washington
-$511K -24,902 Closed
MCM
450
Moore Capital Management
New York
-$487K -23,720 Closed