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Invesco Senior Loan ETF

276 hedge funds and large institutions have $2.89B invested in Invesco Senior Loan ETF in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0% less funds holding

Funds holding: 277276 (-1)

0.74% less ownership

Funds ownership: 57.12%56.38% (-0.74%)

2% less capital invested

Capital invested by funds: $2.96B → $2.89B (-$71M)

19% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 113

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33.4M

Holders
276
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
7.36%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.59%
New
43
Increased
91
Reduced
113
Closed
39
Calls
Puts
$33.4M
Net Calls
-$33.4M
Net Calls Change
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$10.6M +$2.98M +123,973 +40%
PP
52
Palladium Partners
Virginia
$9.77M -$494K -20,540 -5%
NEAM
53
New England Asset Management
Connecticut
$9.65M +$51.7K +2,150 +0.5%
CI
54
Cowen Inc
New York
$9.25M +$9.23M +383,900 New
Jane Street
55
Jane Street
New York
$9.05M +$9.03M +375,824 New
GI
56
Gradient Investments
Minnesota
$8.64M -$16.5M -688,456 -66%
DADC
57
D.A. Davidson & Co
Montana
$8.16M +$527K +21,931 +7%
SB
58
Suntrust Banks
Georgia
$8.14M -$7.51M -312,423 -48%
BFG
59
Beacon Financial Group
Texas
$8M +$321K +13,358 +4%
DWM
60
Dakota Wealth Management
Florida
$7.76M +$40.3K +1,675 +0.5%
EMA
61
Efficient Market Advisors
California
$7.58M +$164K +6,841 +2%
SEI Investments
62
SEI Investments
Pennsylvania
$7.53M +$1.86M +77,388 +33%
HH
63
Hilltop Holdings
Texas
$7.39M -$805K -33,507 -10%
CTB
64
Country Trust Bank
Illinois
$7.35M -$1.48M -61,403 -17%
RWM
65
Rezny Wealth Management
Florida
$7.28M +$7.27M +302,328 New
First Trust Advisors
66
First Trust Advisors
Illinois
$7.28M -$69K -2,869 -0.9%
BTS
67
BB&T Securities
Virginia
$6.94M -$125K -5,204 -15%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$6.72M -$2.32M -96,698 -26%
LA
69
Leonetti & Associates
Illinois
$6.71M +$578K +24,054 +9%
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$6.63M +$673K +28,002 +11%
O
71
OppenheimerFunds
New York
$6.34M +$144K +6,000 +2%
HB
72
Homrich & Berg
Georgia
$5.84M +$129K +5,362 +2%
OAM
73
Occidental Asset Management
California
$5.66M +$1.28M +53,444 +87%
Mariner
74
Mariner
Kansas
$5.22M -$2.23M -92,706 -30%
TAT
75
TD Ameritrade Trust
Colorado
$4.94M +$249K +10,359 +5%