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Invesco Senior Loan ETF

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
501
Greenleaf Trust
Michigan
-$529K -25,189 Closed
TI
502
Trexquant Investment
Connecticut
-$489K -23,312 Closed
AWM
503
Axxcess Wealth Management
California
-$487K -23,188 Closed
AFG
504
Atomi Financial Group
New York
-$484K -23,039 Closed
UAS
505
United Asset Strategies
New York
-$444K -21,131 Closed
LSC
506
Logan Stone Capital
Illinois
-$443K -21,106 Closed
LNC
507
Lincoln National Corp
Pennsylvania
-$367K -17,479 Closed
SAG
508
SageView Advisory Group
California
-$321K -15,289 Closed
BAM
509
Belpointe Asset Management
Nevada
-$312K -14,887 Closed
FCA
510
Fortis Capital Advisors
Kansas
-$312K -14,887 Closed
DWM
511
Dakota Wealth Management
Florida
-$254K -12,105 Closed
FWM
512
Forza Wealth Management
Florida
-$254K -12,090 Closed
LL
513
LWMG LLC
Minnesota
-$237K -11,311 Closed
RWM
514
Ritholtz Wealth Management
New York
-$226K -10,754 Closed
CA
515
CoreCap Advisors
Michigan
-$220K -10,494 Closed
Simplex Trading
516
Simplex Trading
Illinois
-$211K -10,087 Closed
NL
517
NVWM LLC
Pennsylvania
-$105K -4,990 Closed
CG
518
Cutler Group
California
-$101K -4,854 Closed
GBT
519
Grove Bank & Trust
Florida
-$97.1K -4,627 Closed
CFD
520
Creative Financial Designs
Indiana
-$30.7K -1,463 Closed
RIA
521
Realta Investment Advisors
Delaware
-$18.2K -865 Closed
WT
522
Whittier Trust
California
-$18.1K -863 Closed
IPW
523
Impact Partnership Wealth
Georgia
-$11.8K -560 Closed
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$9.51K -453 Closed
CA
525
Crewe Advisors
Utah
-$8.4K -400 Closed