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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Wavelength Capital Management
Connecticut
$20.2M +$2.45M +112,000 +14%
Osaic Holdings
52
Osaic Holdings
Arizona
$20M +$3.39M +155,282 +20%
Renaissance Technologies
53
Renaissance Technologies
New York
$19M -$403K -18,455 -2%
MM
54
Main Management
California
$18.8M +$7.69M +352,101 +69%
Loomis, Sayles & Company
55
Loomis, Sayles & Company
Massachusetts
$16.7M -$10.9M -500,000 -39%
CWM
56
Congress Wealth Management
Massachusetts
$16.6M -$541K -24,762 -3%
MHS
57
M Holdings Securities
Oregon
$15.1M +$15.2M +694,285 New
NYLIM
58
New York Life Investment Management
New York
$15.1M +$507K +23,218 +3%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$14.9M +$826K +37,817 +6%
CI
60
Conning Inc
Connecticut
$14.7M
HWA
61
HCR Wealth Advisors
California
$14.4M -$217K -9,922 -1%
NA
62
NewEdge Advisors
Louisiana
$14.1M +$12.2M +560,164 +648%
BIAS
63
Beacon Investment Advisory Services
New Jersey
$12.8M -$94.7K -4,334 -0.7%
IAS
64
IMA Advisory Services
Colorado
$12.6M +$777K +35,578 +7%
SI
65
Stephens Inc
Arkansas
$12.2M +$1.15M +52,492 +10%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$12M -$363K -16,631 -3%
AWM
67
Angeles Wealth Management
California
$11.5M +$11.5M +527,224 New
AWA
68
Aaron Wealth Advisors
Illinois
$10.6M +$5.03M +230,413 New
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$10.6M +$3.38M +154,487 +47%
CW
70
Connectus Wealth
Ohio
$10.1M +$10M +458,583 New
TSW
71
Thompson Siegel & Walmsley
Virginia
$10.1M
Franklin Resources
72
Franklin Resources
California
$9.84M -$210K -9,626 -2%
TAM
73
Tocqueville Asset Management
New York
$9.39M +$9.42M +431,265 New
IAIM
74
Industrial Alliance Investment Management
Quebec, Canada
$9.32M
Federated Hermes
75
Federated Hermes
Pennsylvania
$8.71M -$39.3M -1,800,000 -82%