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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
CT
451
Caldwell Trust
Florida
$22.2K
CFGS
452
Concourse Financial Group Securities
Alabama
$21.9K +$3.05K +145 +16%
IWMA
453
Ironwood Wealth Management (Arizona)
Arizona
$21.6K
AIC
454
Archer Investment Corporation
Indiana
$21K
CWC
455
Carolinas Wealth Consulting
North Carolina
$21K
KSB
456
Kennebec Savings Bank
Maine
$20.3K +$20.3K +967 New
RI
457
Ridgewood Investments
New Jersey
$18.9K +$18.9K +900 New
SL
458
Salomon & Ludwin
Virginia
$15.5K
EB
459
Eastern Bank
Massachusetts
$13.7K +$13.7K +650 New
SOS
460
Silver Oak Securities
Tennessee
$13.6K -$1.11M -52,858 -99%
LWCFA
461
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12.3K +$12.3K +585 New
RL
462
Rogco LP
Oklahoma
$12.2K
RF
463
Robinswood Financial
Washington
$11.2K
BFPW
464
BOK Financial Private Wealth
Colorado
$10.1K
WIM
465
Westside Investment Management
California
$9.69K
FHA
466
First Horizon Advisors
Tennessee
$9.28K +$210 +10 +2%
SSB
467
Sandy Spring Bank
Maryland
$8.68K +$8.68K +413 New
PS
468
Planned Solutions
California
$8.2K +$8.2K +390 New
AAP
469
Arax Advisory Partners
Colorado
$7.67K
CAM
470
Creekmur Asset Management
Illinois
$7.55K -$42 -2 -0.6%
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$7.04K +$7.04K +335 New
BCMLT
472
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.4K -$42 -2 -0.8%
NEAM
473
New England Asset Management
Connecticut
$5.15K
GCM
474
Gables Capital Management
Florida
$4.89K +$4.9K +233 New
JHCP
475
Jackson Hole Capital Partners
Oklahoma
$4.54K