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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
WAM
526
Worth Asset Management
Texas
-$515K -24,478 Closed
DB
527
Dravo Bay
Delaware
-$493K -23,434 Closed
GSEP
528
Golden State Equity Partners
California
-$466K -22,149 Closed
Vanguard Group
529
Vanguard Group
Pennsylvania
-$453K -21,536 Closed
VC
530
Veery Capital
Delaware
-$405K -19,267 Closed
FTS
531
Fifth Third Securities
Ohio
-$398K -18,934 Closed
HKIMG
532
Hutchens & Kramer Investment Management Group
Indiana
-$367K -17,445 Closed
OFS
533
OneAscent Financial Services
Alabama
-$349K -16,603 Closed
M&T Bank
534
M&T Bank
New York
-$343K -16,291 Closed
JWCA
535
J.W. Cole Advisors
Florida
-$323K -15,352 Closed
SAI
536
Savvy Advisors Inc
New York
-$283K -13,440 Closed
AWA
537
Arkadios Wealth Advisors
Georgia
-$275K -13,074 Closed
LCGC
538
Legacy Capital Group California
California
-$256K -12,190 Closed
CAAS
539
Capital Asset Advisory Services
Michigan
-$233K -11,055 Closed
SIAS
540
Summit Investment Advisory Services
Minnesota
-$230K -10,917 Closed
AWM
541
Axxcess Wealth Management
California
-$230K -10,914 Closed
SWP
542
Stratos Wealth Partners
Ohio
-$215K -10,214 Closed
PCA
543
Prosperity Capital Advisors
Ohio
-$212K -10,079 Closed
RC
544
Roundview Capital
New Jersey
-$207K -9,841 Closed
LMKC
545
L.M. Kohn & Company
Ohio
-$204K -9,716 Closed
HCA
546
Harbor Capital Advisors
Illinois
-$60K -2,849 Closed
VWM
547
Valley Wealth Managers
New Jersey
-$46.8K -2,222 Closed
ATPW
548
Ashton Thomas Private Wealth
Arizona
-$42.5K -2,022 Closed
BWL
549
Bogart Wealth LLC
Virginia
-$38.9K -1,849 Closed
HWP
550
Highline Wealth Partners
California
-$30.5K -1,449 Closed