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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$53M -$18.1M -828,365 -25%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$50.1M +$51M +2,335,709 New
IA
28
IndexIQ Advisors
New York
$48.1M -$63.9M -2,924,193 -57%
EVM
29
Eaton Vance Management
Massachusetts
$46.9M +$46.9M +2,146,679 +22,124%
PAIA
30
Park Avenue Institutional Advisers
New York
$45.7M -$3.19M -146,115 -7%
PWAG
31
Polaris Wealth Advisory Group
California
$44.9M -$11.4M -520,780 -21%
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$43.5M +$43.7M +2,000,000 New
AA
33
Advisory Alpha
Michigan
$41.5M +$819K +37,501 +2%
Truist Financial
34
Truist Financial
North Carolina
$41M -$8.84M -404,618 -18%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$37.3M -$3.11M -142,400 -8%
Wells Fargo
36
Wells Fargo
California
$32.7M +$3.06M +140,126 +10%
AMH
37
Apollo Management Holdings
New York
$32.7M +$15.3M +700,000 +88%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$32.1M +$8.48M +388,223 +36%
HCM
39
Hilton Capital Management
New York
$31.8M -$33.6M -1,539,944 -51%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$30.4M +$881K +40,338 +3%
LPL Financial
41
LPL Financial
California
$29.8M -$4.86M -222,234 -14%
NI
42
NYL Investors
New York
$29.5M
IWC
43
Integrated Wealth Concepts
Massachusetts
$27.2M +$26.8M +1,225,654 +5,012%
BSB
44
Bangor Savings Bank
Maine
$27M +$465K +21,282 +2%
GC
45
Guggenheim Capital
Illinois
$26.8M +$3.67M +168,159 +16%
JP Morgan Chase
46
JP Morgan Chase
New York
$24.7M -$36.8M -1,685,369 -60%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$23.9M -$17M -778,216 -41%
N
48
Nuveen
North Carolina
$23M +$23.2M +1,062,052 New
William Blair & Company
49
William Blair & Company
Illinois
$22.3M +$22.3M +1,019,287 +34,262%
PI
50
PineBridge Investments
New York
$21.1M