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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
HWM
451
HB Wealth Management
Georgia
-$250K -12,021 Closed
JCM
452
Jacobi Capital Management
Pennsylvania
-$242K -11,611 Closed
BIAS
453
Beacon Investment Advisory Services
New Jersey
-$234K -11,244 Closed
IC
454
IEQ Capital
California
-$223K -10,698 Closed
Lido Advisors
455
Lido Advisors
California
-$222K -10,681 Closed
HW
456
Hancock Whitney
Mississippi
-$219K -10,526 Closed
BA
457
Bridgewater Advisors
New York
-$216K -10,362 Closed
BCV
458
Banque Cantonale Vaudoise
Switzerland
-$114K -5,500 Closed
JFA
459
JNBA Financial Advisors
Minnesota
-$86.1K -4,139 Closed
FNBOSM
460
First National Bank of South Miami
Florida
-$72.3K -3,474 Closed
AAS
461
Ameritas Advisory Services
Nebraska
-$71K -3,411 Closed
BC
462
Bartlett & Co
Ohio
-$64K -3,083 Closed
BCWM
463
Bartlett & Co Wealth Management
Ohio
-$64.1K -3,083 Closed
AWM
464
Accel Wealth Management
Iowa
-$55.7K -2,680 Closed
FCA
465
Fortis Capital Advisors
Kansas
-$40.4K -1,941 Closed
CG
466
Cutler Group
California
-$22.9K -1,100 Closed
TIM
467
Tortoise Investment Management
New York
-$20.8K -1,000 Closed
NHT
468
New Hampshire Trust
New Hampshire
-$9.15K -440 Closed
ICM
469
Islay Capital Management
Texas
-$7.49K -360 Closed
GFWA
470
Grey Fox Wealth Advisors
Delaware
-$2.81K -135 Closed
PCM
471
Pointe Capital Management
Michigan
-$2.08K -100 Closed
EI
472
Ellevest Inc
New York
-$1.41K -68 Closed
GKIM
473
GW&K Investment Management
Massachusetts
-$1K -50 Closed