We are live on ! Find out more
BKLN icon

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
OSAM
501
O'Shaughnessy Asset Management
Connecticut
$1.86K
MTIC
502
Missouri Trust & Investment Company
Missouri
$656 +$655 +31 New
CIAS
503
CBIZ Investment Advisory Services
Ohio
$639 +$633 +30 New
GI
504
Gradient Investments
Minnesota
$613 -$18.7K -884 -97%
S
505
Sachetta
Massachusetts
$512
SFA
506
Semmax Financial Advisors
North Carolina
$460
RFA
507
Register Financial Advisors
Georgia
$254 +$253 +12 New
ACA
508
Aptus Capital Advisors
Alabama
$42 +$42 +2 New
Lord, Abbett & Co
509
Lord, Abbett & Co
New Jersey
-$72.7M -3,434,118 Closed
MCM
510
Moore Capital Management
New York
-$25.9M -1,225,000 Closed
SCM
511
Shenkman Capital Management
New York
-$20.8M -1,156,300 Closed
CW
512
Connectus Wealth
Ohio
-$22.8M -1,076,559 Closed
TC
513
TownSquare Capital
Utah
-$4.22M -199,124 Closed
BWM
514
Brown Wealth Management
Illinois
-$3.97M -187,422 Closed
IWS
515
Insight Wealth Strategies
California
-$3.4M -160,465 Closed
GBWM
516
Granite Bay Wealth Management
New Hampshire
-$2.88M -137,299 Closed
Mitsubishi UFJ Asset Management
517
Mitsubishi UFJ Asset Management
Japan
-$2.35M -110,900 Closed
N
518
Natixis
France
-$1.54M -72,788 Closed
CS
519
Credit Suisse
Switzerland
-$934K -44,100 Closed
KWA
520
Kingswood Wealth Advisors
California
-$648K -30,582 Closed
WWM
521
Western Wealth Management
Colorado
-$558K -26,350 Closed
FFS
522
Founders Financial Securities
Maryland
-$509K -24,020 Closed
DCM
523
Dimension Capital Management
Florida
-$504K -23,800 Closed
NONA
524
Ninety One North America
New York
-$354K -16,699 Closed
AFG
525
Albion Financial Group
Utah
-$331K -15,641 Closed