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Invesco Senior Loan ETF

525 hedge funds and large institutions have $7.19B invested in Invesco Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

46% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 157

9% more capital invested

Capital invested by funds: $6.63B → $7.19B (+$564M)

4% more funds holding

Funds holding: 507525 (+18)

4.03% less ownership

Funds ownership: 92%87.96% (-4%)

4% less funds holding in top 10

Funds holding in top 10: 4947 (-2)

100% less call options, than puts

Call options by funds: $419K | Put options by funds: $134M

Holders
525
Holders Change
+18
Holders Change %
+3.55%
% of All Funds
7.58%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.68%
New
74
Increased
230
Reduced
157
Closed
48
Calls
$419K
Puts
$134M
Net Calls
-$133M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
26
Bain Capital Credit
Massachusetts
$75.9M +$7.8M +369,471 +11%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$66.8M +$67M +3,174,123 New
Renaissance Technologies
28
Renaissance Technologies
New York
$66.3M -$1.02M -48,300 -2%
LPL Financial
29
LPL Financial
California
$64.6M +$12.8M +605,163 +25%
SLI
30
Sumitomo Life Insurance
Japan
$63.4M
DAS
31
Diversify Advisory Services
Utah
$60.7M +$2.09M +98,916 +4%
AA
32
Advisory Alpha
Michigan
$60.7M +$1.08M +51,324 +2%
APC
33
Aristotle Pacific Capital
California
$59.4M -$12.1M -570,920 -17%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$59.1M +$40.6M +1,923,593 +217%
SEI Investments
35
SEI Investments
Pennsylvania
$58.3M +$174K +8,223 +0.3%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$57.3M +$8.47M +401,200 +17%
AIA
37
Angeles Investment Advisors
California
$57.2M +$25M +1,183,000 +77%
Wells Fargo
38
Wells Fargo
California
$56.2M +$22.5M +1,063,412 +66%
PP
39
Prudential plc
United Kingdom
$56.2M +$3.47M +164,519 +7%
Ameriprise
40
Ameriprise
Minnesota
$55.7M +$309K +14,644 +0.6%
UBS Group
41
UBS Group
Switzerland
$52.7M +$30.5M +1,442,769 +136%
Man Group
42
Man Group
United Kingdom
$51.2M +$2.9M +137,282 +6%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$48.5M -$30.6M -1,446,810 -39%
HTI
44
Hikari Tsushin Inc
Japan
$46.7M +$13.4M +635,286 +40%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$45.8M +$14.3M +676,999 +45%
AI
46
Atria Investments
North Carolina
$40.8M +$7.42M +351,225 +22%
FFAM
47
Forge First Asset Management
Canada
$38.7M -$5.28M -249,900 -12%
LLWM
48
Life Line Wealth Management
California
$38.4M +$28.8M +1,365,197 +298%
Mariner
49
Mariner
Kansas
$37.6M +$3.06M +144,736 +9%
BFM
50
Boothbay Fund Management
New York
$36.8M +$11.9M +565,548 +48%