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Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$76.7M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
426
Flow Traders U.S.
New York
-$5.21M -250,651 Closed
SS
427
Simplicity Solutions
Minnesota
-$2.68M -128,683 Closed
OMC
428
Old Mission Capital
Illinois
-$2.66M -127,895 Closed
FRA
429
FFG Retirement Advisors
Colorado
-$1.52M -73,296 Closed
AG
430
Ascent Group
Virginia
-$1.31M -62,864 Closed
D.E. Shaw & Co
431
D.E. Shaw & Co
New York
-$924K -44,409 Closed
BPA
432
Beacon Pointe Advisors
California
-$810K -38,945 Closed
FHA
433
Flagship Harbor Advisors
Massachusetts
-$809K -38,875 Closed
CFGF
434
Compass Financial Group (Florida)
Florida
-$769K -36,949 Closed
TPA
435
Trivium Point Advisory
Connecticut
-$701K -33,683 Closed
TI
436
Trexquant Investment
Connecticut
-$697K -33,524 Closed
TNA
437
True North Advisors
Texas
-$637K -30,617 Closed
GSWM
438
Greenup Street Wealth Management
Michigan
-$613K -29,458 Closed
RA
439
Riversedge Advisors
Delaware
-$601K -28,877 Closed
RWM
440
Revisor Wealth Management
Ohio
-$595K -28,593 Closed
MC
441
Moors & Cabot
Massachusetts
-$510K -24,500 Closed
SIC
442
Sterling Investment Counsel
New York
-$424K -20,393 Closed
MM
443
Main Management
California
-$416K -20,000 Closed
WCM
444
Windham Capital Management
Massachusetts
-$409K -19,657 Closed
JWS
445
Juncture Wealth Strategies
Arizona
-$357K -17,166 Closed
BAM
446
Belpointe Asset Management
Nevada
-$313K -15,055 Closed
SWM
447
SeaCrest Wealth Management
New York
-$278K -13,350 Closed
CIP
448
Capital Insight Partners
Arizona
-$277K -13,332 Closed
SOA
449
Sea Otter Advisors
Florida
-$277K -13,300 Closed
JFG
450
Jefferies Financial Group
New York
-$276K -13,285 Closed