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Invesco Senior Loan ETF

440 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 33

24% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 130

15% more funds holding

Funds holding: 382440 (+58)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.15% more ownership

Funds ownership: 89.3%90.45% (+1.2%)

8% less capital invested

Capital invested by funds: $5.85B → $5.37B (-$482M)

95% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $325M

Holders
440
Holders Change
+58
Holders Change %
+15.18%
% of All Funds
6.77%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
97
Increased
161
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
26
Man Group
United Kingdom
$64M -$31.8M -1,441,930 -33%
JP Morgan Chase
27
JP Morgan Chase
New York
$62.3M -$222M -10,057,258 -78%
SLI
28
Sumitomo Life Insurance
Japan
$60.1M +$60M +2,717,300 New
MMA
29
Miracle Mile Advisors
California
$58.2M +$4.5M +204,025 +8%
PWAG
30
Polaris Wealth Advisory Group
California
$54.4M +$43.6M +1,976,613 +409%
Truist Financial
31
Truist Financial
North Carolina
$50.5M -$348K -15,782 -0.7%
PAIA
32
Park Avenue Institutional Advisers
New York
$49.6M +$21.7M +981,500 +78%
Federated Hermes
33
Federated Hermes
Pennsylvania
$48.6M +$48.4M +2,194,419 +39,319%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$41.6M +$4.84M +219,302 +13%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$41.5M -$14.3M -647,843 -26%
AA
36
Advisory Alpha
Michigan
$41.3M +$2.09M +94,728 +5%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$41M -$2.7M -122,400 -6%
LPL Financial
38
LPL Financial
California
$35.1M +$11.4M +514,364 +48%
MP
39
MSD Partners
New York
$33.1M +$22.1M +1,000,000 +200%
DF
40
Donoghue Forlines
Massachusetts
$33M +$18.4M +833,622 +127%
Jane Street
41
Jane Street
New York
$30.2M +$15.4M +698,765 +105%
Wells Fargo
42
Wells Fargo
California
$30.1M -$887K -40,208 -3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$30M -$208K -9,415 -0.7%
NI
44
NYL Investors
New York
$29.9M
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$28.1M
BSB
46
Bangor Savings Bank
Maine
$27M +$2.47M +111,882 +10%
BDCM
47
Black Diamond Capital Management
Connecticut
$25.4M +$25.4M +1,150,000 New
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$24M +$8.56M +387,739 +56%
GC
49
Guggenheim Capital
Illinois
$23.5M +$2.05M +92,835 +10%
PI
50
PineBridge Investments
New York
$21.5M