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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
426
West Paces Advisors
Georgia
$60.2K +$60.2K +2,865 New
VAG
427
VisionPoint Advisory Group
Texas
$59.6K -$2.26M -107,688 -97%
CP
428
Castleview Partners
Texas
$53K +$7.86K +374 +17%
IIC
429
Integrated Investment Consultants
Michigan
$51.5K +$1.08M +51,455 New
FRA
430
Front Row Advisors
California
$50.2K
SC
431
SouthState Corp
Florida
$49.8K +$21.2K +1,007 +74%
WT
432
Whittier Trust
California
$49.8K
CIA
433
Cape Investment Advisory
Georgia
$46.1K +$168 +8 +0.4%
CA
434
Continuum Advisory
Idaho
$45.3K +$41.1K +1,956 +1,069%
ME
435
McIlrath & Eck
Washington
$43.3K
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42K
RFS
437
Richardson Financial Services
Massachusetts
$41.6K
RFG
438
REAP Financial Group
Texas
$38.5K -$1.34K -64 -3%
OW
439
Olistico Wealth
Oklahoma
$37.1K +$22.4K +1,064 +152%
GEA
440
Glen Eagle Advisors
New Jersey
$35.7K +$1.55K +74 +5%
BIA
441
Bell Investment Advisors
California
$35.4K
AA
442
AlphaMark Advisors
Kentucky
$35K -$6.3K -300 -15%
NFSG
443
Newbridge Financial Services Group
Florida
$34.9K
AF
444
Allworth Financial
California
$30.5K -$13.3K -631 -30%
AF
445
Advisornet Financial
Minnesota
$29.9K
CA
446
CoreCap Advisors
Michigan
$28.5K +$504 +24 +2%
AWM
447
Avior Wealth Management
Nebraska
$28.3K +$28.3K +1,348 New
SWA
448
SOA Wealth Advisors
New York
$27K +$631 +30 +2%
FFWM
449
Future Financial Wealth Management
Ohio
$25.8K +$25.9K +1,230 New
MFC
450
Mechanics Financial Corp
Ohio
$25.1K