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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
OMC
501
Old Mission Capital
Illinois
-$16.9M -804,552 Closed
DF
502
Donoghue Forlines
Massachusetts
-$14.6M -693,644 Closed
CA
503
Clearstead Advisors
Ohio
-$14M -663,430 Closed
D.E. Shaw & Co
504
D.E. Shaw & Co
New York
-$12.6M -598,500 Closed
PAIA
505
Park Avenue Institutional Advisers
New York
-$9.97M -474,000 Closed
AP
506
Advisors Preferred
Maryland
-$9.32M -443,192 Closed
EF
507
Empowered Funds
Pennsylvania
-$8.05M -382,440 Closed
Verition Fund Management
508
Verition Fund Management
Connecticut
-$6.31M -300,000 Closed
HF
509
HRT Financial
New York
-$4.52M -214,730 Closed
MWM
510
Mission Wealth Management
California
-$3.22M -153,032 Closed
HOWA
511
Heritage Oak Wealth Advisors
Florida
-$2.22M -105,359 Closed
IG
512
ING Group
Netherlands
-$1.82M -86,700 Closed
GEM
513
Global Endowment Management
North Carolina
-$1.79M -85,000 Closed
MA
514
Mutual Advisors
Nebraska
-$1.77M -84,254 Closed
CPO
515
Cerity Partners OCIO
New York
-$1.74M -82,922 Closed
RCA
516
Ranch Capital Advisors
Florida
-$1.64M -78,044 Closed
FHA
517
Flagship Harbor Advisors
Massachusetts
-$1.35M -64,103 Closed
CAPTRUST Financial Advisors
518
CAPTRUST Financial Advisors
North Carolina
-$1.33M -63,296 Closed
Wolverine Trading
519
Wolverine Trading
Illinois
-$1.18M -55,874 Closed
KWA
520
Kingswood Wealth Advisors
California
-$1.06M -50,195 Closed
SAF
521
Smith Anglin Financial
Texas
-$984K -46,766 Closed
EFG
522
Ehrlich Financial Group
California
-$768K -36,521 Closed
Focus Partners Wealth
523
Focus Partners Wealth
Massachusetts
-$594K -28,245 Closed
BEI
524
Benjamin Edwards Inc
Missouri
-$579K -27,500 Closed
FA
525
Faithward Advisors
Pennsylvania
-$547K -26,002 Closed