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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
OPCM
526
Osborne Partners Capital Management
California
-$328K -15,507 Closed
AIA
527
Alternative Investment Advisors
Florida
-$324K -15,282 Closed
M&T Bank
528
M&T Bank
New York
-$279K -13,175 Closed
MW
529
MBL Wealth
North Carolina
-$277K -13,085 Closed
RSA
530
River Street Advisors
Illinois
-$248K -11,702 Closed
ES
531
Eagle Strategies
New York
-$247K -11,649 Closed
BBWP
532
Beacon Bridge Wealth Partners
Pennsylvania
-$225K -10,627 Closed
QWM
533
Quadcap Wealth Management
Texas
-$222K -10,470 Closed
RT
534
Rockland Trust
Massachusetts
-$219K -10,340 Closed
VCA
535
Verdence Capital Advisors
Maryland
-$216K -10,189 Closed
CRC
536
Curi RMB Capital
Illinois
-$215K -10,163 Closed
ECM
537
Evergreen Capital Management
Washington
-$206K -9,725 Closed
IA
538
IAM Advisory
Pennsylvania
-$205K -9,656 Closed
WIP
539
WealthCare Investment Partners
Rhode Island
-$204K -9,624 Closed
RDIA
540
RE Dickinson Investment Advisors
Iowa
-$36K -1,568 Closed
OSNBOA
541
Old Second National Bank of Aurora
Illinois
-$28.1K -1,327 Closed
AC
542
AlphaCore Capital
California
-$28K -1,323 Closed
RCM
543
Raleigh Capital Management
North Carolina
-$14K -658 Closed
BWP
544
Baldwin Wealth Partners
Massachusetts
-$8.39K -396 Closed
LPP
545
Life Planning Partners
Florida
-$7.79K -368 Closed
PS
546
Planned Solutions
California
-$7.38K -349 Closed
NEAM
547
New England Asset Management
Connecticut
-$5.19K -245 Closed
BBHC
548
Brown Brothers Harriman & Co
New York
-$4.24K -200 Closed
BF
549
BOK Financial
Oklahoma
-$4.15K -196 Closed
TVAMP
550
Tennessee Valley Asset Management Partners
Tennessee
-$3.06K -144 Closed