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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
CIA
451
Cape Investment Advisory
Georgia
$46.1K -$465 -22 -1%
FWA
452
FSC Wealth Advisors
New York
$45.2K +$13.6K +642 +43%
ME
453
McIlrath & Eck
Washington
$43.6K
IA
454
IFP Advisors
Florida
$42.7K -$42.9K -2,032 -50%
FDCDDQ
455
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.3K
RFS
456
Richardson Financial Services
Massachusetts
$41.8K
CG
457
Cutler Group
California
$40K +$40.1K +1,900 New
AF
458
Allworth Financial
California
$37.8K -$16.4K -776 -30%
BIA
459
Bell Investment Advisors
California
$35.6K +$10.5K +495 +42%
NFSG
460
Newbridge Financial Services Group
Florida
$35.1K +$35.1K +1,660 New
JEST
461
JTC Employer Solutions Trustee
Jersey
$35K -$28.5K -1,350 -45%
GEA
462
Glen Eagle Advisors
New Jersey
$34.4K
AF
463
Advisornet Financial
Minnesota
$30.1K +$11.4K +542 +61%
HWP
464
Highline Wealth Partners
California
$30K +$401 +19 +1%
FFWM
465
Future Financial Wealth Management
Ohio
$26K +$26K +1,230 New
SWA
466
SOA Wealth Advisors
New York
$26K +$507 +24 +2%
MFC
467
Mechanics Financial Corp
Ohio
$25.3K
CAM
468
Creekmur Asset Management
Illinois
$24.8K -$70.9K -3,359 -74%
CT
469
Caldwell Trust
Florida
$22.3K
AIC
470
Archer Investment Corporation
Indiana
$21.1K
CWC
471
Carolinas Wealth Consulting
North Carolina
$21.1K +$21.1K +1,000 New
T
472
Tidemark
California
$18.7K
CFGS
473
Concourse Financial Group Securities
Alabama
$18.5K
PP
474
Pacifica Partners
Canada
$18.4K
SL
475
Salomon & Ludwin
Virginia
$15.7K