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Invesco Senior Loan ETF

440 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 33

24% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 130

15% more funds holding

Funds holding: 382440 (+58)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.15% more ownership

Funds ownership: 89.3%90.45% (+1.2%)

8% less capital invested

Capital invested by funds: $5.85B → $5.37B (-$482M)

95% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $325M

Holders
440
Holders Change
+58
Holders Change %
+15.18%
% of All Funds
6.77%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
97
Increased
161
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$20.7M -$29.5M -1,338,133 -59%
Renaissance Technologies
52
Renaissance Technologies
New York
$19.7M +$1.72M +77,791 +10%
WCM
53
Wavelength Capital Management
Connecticut
$18M +$18M +816,147 New
AMH
54
Apollo Management Holdings
New York
$17.7M +$13.2M +600,000 +300%
CWM
55
Congress Wealth Management
Massachusetts
$17.4M +$17.4M +788,919 New
Osaic Holdings
56
Osaic Holdings
Arizona
$16.9M +$860K +38,948 +5%
ECM
57
ExodusPoint Capital Management
New York
$16.6M
CI
58
Conning Inc
Connecticut
$15M
NYLIM
59
New York Life Investment Management
New York
$14.8M +$1.14M +51,819 +8%
HWA
60
HCR Wealth Advisors
California
$14.8M -$146K -6,595 -1%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$14.4M +$14.4M +650,529 New
BCI
62
Brinker Capital Investments
Pennsylvania
$13.8M -$2.46M -111,575 -15%
BIAS
63
Beacon Investment Advisory Services
New Jersey
$13.1M +$1.23M +55,879 +10%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$12.7M +$11.4M +516,074 +847%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$12.6M -$963K -43,644 -7%
IAS
66
IMA Advisory Services
Colorado
$12M +$2.16M +98,036 +22%
MM
67
Main Management
California
$11.3M -$1.47M -66,636 -12%
SI
68
Stephens Inc
Arkansas
$11.2M -$1.6M -72,366 -12%
CC
69
Centiva Capital
New York
$11.1M +$11M +500,000 New
TSW
70
Thompson Siegel & Walmsley
Virginia
$10.3M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
71
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.3M +$10.2M +463,900 New
Franklin Resources
72
Franklin Resources
California
$10.2M +$486K +22,006 +5%
IAIM
73
Industrial Alliance Investment Management
Quebec, Canada
$9.46M +$9.45M +428,100 New
Macquarie Group
74
Macquarie Group
Australia
$9.37M
CL
75
CIM LLC
New York
$9.19M -$64.9K -2,943 -0.7%