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Invesco Senior Loan ETF

273 hedge funds and large institutions have $3.19B invested in Invesco Senior Loan ETF in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 123 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+27
Holders Change %
+10.98%
% of All Funds
7.93%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
1.07%
New
53
Increased
123
Reduced
68
Closed
22
Calls
Puts
$1.26M
Net Calls
-$1.26M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
51
Palladium Partners
Virginia
$10.7M +$619K +24,865 +6%
SMM
52
Stadion Money Management
Georgia
$10.3M +$376K +15,117 +4%
3AM
53
3D Asset Management
Connecticut
$10.3M +$193K +7,739 +2%
RJA
54
Raymond James & Associates
Florida
$10.3M -$1.29M -51,683 -11%
BWM
55
Braver Wealth Management
Massachusetts
$10M +$1.94M +78,025 +24%
CS
56
Credit Suisse
Switzerland
$9.53M -$3.84M -154,387 -29%
EMA
57
Efficient Market Advisors
California
$9.44M +$849K +34,123 +10%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$9.38M +$488K +19,600 +5%
PI
59
Placemark Investments
Illinois
$9.35M -$1.22M -48,933 -12%
WCM
60
Weatherstone Capital Management
Colorado
$9.23M -$10.5M -421,370 -53%
GAG
61
GM Advisory Group
New York
$8.99M +$8.99M +361,299 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$8.62M -$59.4K -2,387 -0.7%
FF
63
Friedenthal Financial
New Jersey
$8.57M +$8.57M +344,627 New
CC
64
Curian Capital
Colorado
$8.28M +$2.13M +85,440 +35%
MIU
65
Man Investments (UK)
United Kingdom
$8.25M +$3.66M +147,028 +80%
CFC
66
Coyle Financial Counsel
Illinois
$8.12M +$8.12M +326,162 New
BWAM
67
Boyd Watterson Asset Management
Ohio
$7.84M -$779K -31,315 -9%
FBNAT
68
FirstMerit Bank N.A. Trustee
Ohio
$7.35M +$753K +30,245 +11%
First Trust Advisors
69
First Trust Advisors
Illinois
$7.15M +$150K +6,030 +2%
LPT
70
Legacy Private Trust
Wisconsin
$7.01M -$263K -10,588 -4%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$6.87M +$1.28M +51,536 +23%
LG
72
Leuthold Group
Minnesota
$6.79M -$37.9K -1,525 -0.6%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$6.77M -$5.13M -206,028 -43%
BFG
74
Beacon Financial Group
Texas
$6.68M +$6.68M +268,555 New
HCMT
75
Highland Capital Management (Tennessee)
Tennessee
$6.39M +$248K +9,957 +4%