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Invesco Senior Loan ETF

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.4K
RFS
427
Richardson Financial Services
Massachusetts
$41.9K +$41.9K +1,977 New
SS
428
Sunbelt Securities
Texas
$36.9K +$25.5K +1,202 +223%
RDIA
429
RE Dickinson Investment Advisors
Iowa
$36K +$36K +1,568 New
GEA
430
Glen Eagle Advisors
New Jersey
$34.4K
FWA
431
FSC Wealth Advisors
New York
$31.6K -$847 -40 -3%
HWP
432
Highline Wealth Partners
California
$29.7K
RG
433
Retirement Group
California
$28.6K -$2.12K -100 -7%
OSNBOA
434
Old Second National Bank of Aurora
Illinois
$28.1K
AC
435
AlphaCore Capital
California
$28K
SWA
436
SOA Wealth Advisors
New York
$25.5K +$551 +26 +2%
MFC
437
Mechanics Financial Corp
Ohio
$25.3K
BIA
438
Bell Investment Advisors
California
$25.2K +$25.2K +1,188 New
AIC
439
Archer Investment Corporation
Indiana
$21.2K
GI
440
Gradient Investments
Minnesota
$19.3K +$19.3K +913 New
T
441
Tidemark
California
$18.8K +$18.8K +886 New
AF
442
Advisornet Financial
Minnesota
$18.7K -$30.1K -1,419 -62%
CFGS
443
Concourse Financial Group Securities
Alabama
$18.5K +$3.66K +173 +25%
PP
444
Pacifica Partners
Canada
$18.3K
SL
445
Salomon & Ludwin
Virginia
$15.5K
RCM
446
Raleigh Capital Management
North Carolina
$14K +$255 +12 +2%
CT
447
Cambridge Trust
Massachusetts
$13.8K
RL
448
Rogco LP
Oklahoma
$12.3K
SC
449
SouthState Corp
Florida
$10.8K +$10.8K +510 New
WIM
450
Westside Investment Management
California
$10.3K