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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 %
VNA
451
Valley National Advisers
Pennsylvania
$10K +$6.04K +305 +153%
TWC
452
TD Waterhouse Canada
Ontario, Canada
$9K -$200K -9,479 -96%
BWP
453
Baldwin Wealth Partners
Massachusetts
$8.39K
LPP
454
Life Planning Partners
Florida
$7.8K +$7.8K +368 New
AAP
455
Arax Advisory Partners
Colorado
$7.73K +$7.73K +365 New
PS
456
Planned Solutions
California
$7.38K +$7.38K +349 New
PCM
457
Penserra Capital Management
California
$7K +$99 +5 +1%
Citigroup
458
Citigroup
New York
$6.63K -$14.4M -680,594 -100%
SIS
459
Sound Income Strategies
Florida
$6.23K -$7.14K -337 -53%
BCMLT
460
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.44K -$42 -2 -0.8%
NEAM
461
New England Asset Management
Connecticut
$5.19K +$5.19K +245 New
JHCP
462
Jackson Hole Capital Partners
Oklahoma
$4.58K
CHA
463
Carmichael Hill & Associates
Maryland
$4.28K
BBHC
464
Brown Brothers Harriman & Co
New York
$4.24K
BF
465
BOK Financial
Oklahoma
$4.15K
WB
466
Webster Bank
Connecticut
$3.71K
RFG
467
RFP Financial Group
Georgia
$3.18K
TVAMP
468
Tennessee Valley Asset Management Partners
Tennessee
$3.06K +$3.06K +144 New
PCTC
469
Perkins Coie Trust Company
Washington
$2.5K
VWM
470
Venturi Wealth Management
Texas
$2.35K
FFA
471
Farther Finance Advisors
California
$1.95K +$1.95K +92 New
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$1.86K +$1.86K +88 New
FCAS
473
First Command Advisory Services
Texas
$932 -$890 -42 -49%
FWM
474
Focused Wealth Management
New York
$784
S
475
Sachetta
Massachusetts
$512 +$512 +24 New