We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

317 hedge funds and large institutions have $3.29B invested in Invesco Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 311317 (+6)

0.36% more ownership

Funds ownership: 83.3%83.66% (+0.36%)

3% less capital invested

Capital invested by funds: $3.4B → $3.29B (-$102M)

87% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $190M

Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
6.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
47
Increased
120
Reduced
93
Closed
37
Calls
$23.7M
Puts
$190M
Net Calls
-$166M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$43.5M -$5.24M -241,261 -11%
Charles Schwab
27
Charles Schwab
California
$42.4M +$2.67M +122,827 +7%
BCC
28
Bain Capital Credit
Massachusetts
$35.2M +$35.2M +1,620,171 New
Wellington Management Group
29
Wellington Management Group
Massachusetts
$35M -$2.89M -133,047 -8%
MMA
30
Miracle Mile Advisors
California
$33.4M +$4.94M +227,336 +17%
WRF
31
Waddell & Reed Financial
Kansas
$32.9M -$2.03M -93,370 -6%
SLI
32
Sumitomo Life Insurance
Japan
$24.8M +$24.8M +1,142,326 New
Barclays
33
Barclays
United Kingdom
$24.4M +$24.4M +1,122,448 New
Wells Fargo
34
Wells Fargo
California
$21.6M +$235K +10,798 +1%
JP Morgan Chase
35
JP Morgan Chase
New York
$21.5M -$180M -8,263,725 -89%
NAM
36
NorthCoast Asset Management
Connecticut
$18.5M -$103K -4,720 -0.6%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$18.2M +$18.1M +835,000 New
BlackRock
38
BlackRock
New York
$17.9M -$25.1M -1,153,419 -58%
MIS
39
Morningstar Investment Services
Illinois
$15.8M -$1.4M -64,546 -8%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$15.5M -$4.46M -205,315 -22%
PI
41
PFS Investments
Georgia
$15M +$5.46M +251,082 +57%
LPL Financial
42
LPL Financial
California
$14.8M -$601K -27,659 -4%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$14.4M +$14.4M +664,415 New
Osaic Holdings
44
Osaic Holdings
Arizona
$14M +$1.67M +76,942 +14%
Deutsche Bank
45
Deutsche Bank
Germany
$13.7M -$2.86M -131,500 -17%
QI
46
QS Investors
New York
$11.2M -$894K -41,151 -7%
DFG
47
Delphi Financial Group
Delaware
$10.4M
RJFSA
48
Raymond James Financial Services Advisors
Florida
$9.37M +$550K +25,292 +6%
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$9.36M +$5.99M +275,489 +178%
Franklin Resources
50
Franklin Resources
California
$8.91M -$38.9M -1,791,800 -81%