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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
CT
476
Cambridge Trust
Massachusetts
$13.7K
AWM
477
Avior Wealth Management
Nebraska
$13.7K +$13.7K +647 New
RL
478
Rogco LP
Oklahoma
$12.3K
RF
479
Robinswood Financial
Washington
$11.3K +$11.3K +535 New
AWM
480
Atticus Wealth Management
Florida
$11K +$11K +520 New
SC
481
SouthState Corp
Florida
$10.8K
WIM
482
Westside Investment Management
California
$10.3K
BFPW
483
BOK Financial Private Wealth
Colorado
$10.1K +$10.1K +479 New
VNA
484
Valley National Advisers
Pennsylvania
$10K +$211 +10 +2%
AAP
485
Arax Advisory Partners
Colorado
$9.75K +$2.03K +96 +26%
TWC
486
TD Waterhouse Canada
Ontario, Canada
$9K
FHA
487
First Horizon Advisors
Tennessee
$8.94K -$94.6K -4,481 -91%
FFA
488
Farther Finance Advisors
California
$8.46K +$6.5K +308 +335%
PCM
489
Penserra Capital Management
California
$7K +$190 +9 +3%
DF
490
DecisionPoint Financial
Arizona
$6.32K +$6.33K +300 New
SIS
491
Sound Income Strategies
Florida
$6.22K
BCMLT
492
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.48K
JHCP
493
Jackson Hole Capital Partners
Oklahoma
$4.57K
CHA
494
Carmichael Hill & Associates
Maryland
$4.27K
CA
495
Continuum Advisory
Idaho
$3.88K +$3.86K +183 New
WB
496
Webster Bank
Connecticut
$3.7K
RFG
497
RFP Financial Group
Georgia
$3.17K
CFD
498
Creative Financial Designs
Indiana
$2.58K +$2.58K +122 New
PCTC
499
Perkins Coie Trust Company
Washington
$2.49K
VWM
500
Venturi Wealth Management
Texas
$2.35K