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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
LFASL
426
Lugano Financial Advisors SA (LFA)
Switzerland
$128K
C
427
Cliffwater
California
$125K +$126K +5,944 New
AIM
428
Arcadia Investment Management
Michigan
$116K
PFBT
429
Parkside Financial Bank & Trust
Missouri
$101K
GWM
430
Geneos Wealth Management
Colorado
$99.8K +$17.9K +848 +22%
Fidelity Investments
431
Fidelity Investments
Massachusetts
$98.1K -$2.16M -102,162 -96%
HI
432
Harbour Investments
Wisconsin
$93.4K -$15.6K -737 -14%
HCA
433
Harbor Capital Advisors
Illinois
$92K -$14.4K -682 -14%
IWMA
434
Ironwood Wealth Management (Arizona)
Arizona
$91.1K -$137K -6,503 -60%
RG
435
Retirement Group
California
$84.2K +$55.5K +2,630 +195%
HGERS
436
Householder Group Estate & Retirement Specialist
Arizona
$84K -$55.2K -2,613 -40%
WP
437
WealthShield Partners
North Carolina
$82.8K -$28K -1,328 -25%
RFG
438
REAP Financial Group
Texas
$80.7K -$40.5K -1,919 -33%
PS
439
Principal Securities
Iowa
$78.5K +$20.5K +969 +35%
MIA
440
MeadowBrook Investment Advisors
Michigan
$74.6K
GJWM
441
Gilliland Jeter Wealth Management
Arkansas
$71.6K +$71.4K +3,383 New
Jones Financial Companies
442
Jones Financial Companies
Missouri
$71.3K +$71.2K +3,372 New
CIAS
443
Capital Investment Advisory Services
North Carolina
$67.6K -$1.2K -57 -2%
FRA
444
Front Row Advisors
California
$59K +$8.45K +400 +17%
CP
445
Castleview Partners
Texas
$57.5K +$8.45K +400 +17%
Fifth Third Bancorp
446
Fifth Third Bancorp
Ohio
$57.2K
HCM
447
Hollencrest Capital Management
California
$56K +$1.1K +52 +2%
HNB
448
Huntington National Bank
Ohio
$54.8K
AA
449
AlphaMark Advisors
Kentucky
$52K
CA
450
CoreCap Advisors
Michigan
$49.3K +$49.2K +2,330 New