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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
476
Carmichael Hill & Associates
Maryland
$4.25K
LFG
477
Larson Financial Group
Missouri
$4.16K +$2.35K +112 +130%
WB
478
Webster Bank
Connecticut
$3.68K
ACA
479
Aptus Capital Advisors
Alabama
$3.19K +$3.17K +151 +15,100%
RCM
480
Raleigh Capital Management
North Carolina
$3.09K +$3.09K +147 New
SIS
481
Sound Income Strategies
Florida
$3.05K -$250K -11,891 -99%
CFD
482
Creative Financial Designs
Indiana
$2.56K
PCTC
483
Perkins Coie Trust Company
Washington
$2.48K
CIAS
484
CBIZ Investment Advisory Services
Ohio
$2.47K
VWM
485
Venturi Wealth Management
Texas
$2.33K
RAM
486
Riggs Asset Management
Pennsylvania
$2.14K -$2.22M -105,834 -100%
SWM
487
Sanctuary Wealth Management
Idaho
$2.14K
SAM
488
Smartleaf Asset Management
Massachusetts
$1.38K +$1.39K +66 New
SFA
489
Semmax Financial Advisors
North Carolina
$460
HNB
490
Huntington National Bank
Ohio
$44
KA
491
Kozak & Associates
Colorado
$31 -$2.14K -102 -99%
MFA
492
McClarren Financial Advisors
Pennsylvania
$26
JIP
493
Jaffetilchin Investment Partners
Florida
$15 +$21 +1 New
LMGAM
494
Liberty Mutual Group Asset Management
Massachusetts
-$297M -14,112,500 Closed
Ohio Public Employees Retirement System (OPERS)
495
Ohio Public Employees Retirement System (OPERS)
Ohio
-$84.5M -4,016,524 Closed
AIA
496
Angeles Investment Advisors
California
-$57.2M -2,720,390 Closed
Massachusetts Financial Services
497
Massachusetts Financial Services
Massachusetts
-$45.8M -2,176,999 Closed
LLWM
498
Life Line Wealth Management
California
-$38.4M -1,823,719 Closed
GAM
499
Goldentree Asset Management
New York
-$31.3M -1,490,000 Closed
MAC
500
Mason & Associates (California)
California
-$22.8M -1,083,017 Closed