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Invesco Senior Loan ETF

382 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 110 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 110

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

5.72% more ownership

Funds ownership: 83.59%89.3% (+5.7%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more capital invested

Capital invested by funds: $5.68B → $5.85B (+$169M)

1% more funds holding

Funds holding: 380382 (+2)

93% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $226M

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.69%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
47
Increased
169
Reduced
110
Closed
39
Calls
$14.8M
Puts
$226M
Net Calls
-$212M
Net Calls Change
+$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$18M +$2.08M +94,264 +13%
ECM
52
ExodusPoint Capital Management
New York
$16.6M +$16.6M +750,780 New
BCI
53
Brinker Capital Investments
Pennsylvania
$16.3M -$2.15M -97,416 -12%
Osaic Holdings
54
Osaic Holdings
Arizona
$16.1M -$963K -43,542 -6%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$15.4M +$2.4M +108,414 +18%
CI
56
Conning Inc
Connecticut
$15M
HWA
57
HCR Wealth Advisors
California
$15M +$784K +35,458 +6%
Jane Street
58
Jane Street
New York
$14.8M +$14.8M +668,161 New
OMC
59
Old Mission Capital
Illinois
$14.7M +$10.6M +481,151 +260%
DF
60
Donoghue Forlines
Massachusetts
$14.6M -$1.38M -62,232 -9%
Citadel Advisors
61
Citadel Advisors
Florida
$14.4M +$13.7M +620,978 +2,087%
NYLIM
62
New York Life Investment Management
New York
$13.7M +$2.87M +129,975 +27%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$13.6M +$253K +11,465 +2%
SI
64
Stephens Inc
Arkansas
$12.9M +$2.9M +131,180 +29%
MM
65
Main Management
California
$12.8M +$4.43M +200,358 +53%
Marshall Wace
66
Marshall Wace
United Kingdom
$12.5M +$11M +497,381 +733%
NAM
67
NorthCoast Asset Management
Connecticut
$11.9M +$285K +12,892 +2%
BIAS
68
Beacon Investment Advisory Services
New Jersey
$11.9M +$11.9M +536,325 New
MP
69
MSD Partners
New York
$11.1M +$11.1M +500,000 New
PWAG
70
Polaris Wealth Advisory Group
California
$10.7M +$10.7M +483,867 New
SCI
71
Stableford Capital II
Arizona
$10.6M -$190K -8,613 -2%
TSW
72
Thompson Siegel & Walmsley
Virginia
$10.3M
IAS
73
IMA Advisory Services
Colorado
$9.88M +$991K +44,821 +11%
Franklin Resources
74
Franklin Resources
California
$9.72M -$204M -9,226,913 -95%
Macquarie Group
75
Macquarie Group
Australia
$9.38M