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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
OPAM
26
Ocean Park Asset Management
California
$67M +$30M +1,419,741 +81%
SLI
27
Sumitomo Life Insurance
Japan
$63.7M +$1.17M +55,491 +2%
AA
28
Advisory Alpha
Michigan
$59.9M +$22.4M +1,061,900 +60%
DAS
29
Diversify Advisory Services
Utah
$58.7M +$58.6M +2,776,595 New
SEI Investments
30
SEI Investments
Pennsylvania
$58.4M -$2.93M -138,871 -5%
Ameriprise
31
Ameriprise
Minnesota
$55.6M -$1.55M -73,386 -3%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$55.1M +$33.3M +1,577,238 +154%
PP
33
Prudential plc
United Kingdom
$53M +$2.25M +106,520 +4%
LPL Financial
34
LPL Financial
California
$52.1M +$11.6M +551,065 +29%
Citigroup
35
Citigroup
New York
$50.1M +$50M +2,366,928 +756,207%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$49.1M +$29.7M +1,405,100 +153%
Man Group
37
Man Group
United Kingdom
$48.5M +$11.6M +547,895 +31%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$45M +$44.9M +2,126,603 New
KAM
39
Kensington Asset Management
Texas
$44.5M +$4.22M +200,000 +11%
Marshall Wace
40
Marshall Wace
United Kingdom
$44.4M +$19M +900,800 +75%
FFAM
41
Forge First Asset Management
Canada
$44.2M +$44.2M +2,092,400 New
Toronto Dominion Bank
42
Toronto Dominion Bank
Ontario, Canada
$38.1M +$38M +1,800,000 New
Mariner
43
Mariner
Kansas
$34.7M +$6.75M +319,474 +24%
Wells Fargo
44
Wells Fargo
California
$34M -$29K -1,372 -0.1%
AI
45
Atria Investments
North Carolina
$33.6M +$6.53M +309,166 +24%
HTI
46
Hikari Tsushin Inc
Japan
$33.5M +$14.4M +679,886 +75%
AIA
47
Angeles Investment Advisors
California
$32.5M
ESL
48
Endurance Services Ltd
New York
$32.5M
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$31.7M +$31.7M +1,500,000 New
Walleye Capital
50
Walleye Capital
New York
$31.7M +$31.7M +1,500,000 New