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Invesco Senior Loan ETF

419 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.2% more ownership

Funds ownership: 91.41%97.61% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

4% less capital invested

Capital invested by funds: $3.87B → $3.71B (-$167M)

3% less funds holding

Funds holding: 432419 (-13)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

29% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 175

94% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $347M

Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
6.68%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
64
Increased
125
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Angeles Wealth Management
California
$13.1M +$1.31M +62,700 +11%
MMRF
52
Michelson Medical Research Foundation
California
$12.5M +$10.6M +508,080 +549%
IAS
53
IMA Advisory Services
Colorado
$11.5M -$139K -6,626 -1%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$11.4M +$1.27M +60,601 +12%
HFS
55
Hantz Financial Services
Michigan
$11.1M +$6.21M +296,862 +125%
Truist Financial
56
Truist Financial
North Carolina
$11.1M -$1.15M -54,877 -9%
DADC
57
D.A. Davidson & Co
Montana
$11M +$359K +17,129 +3%
Renaissance Technologies
58
Renaissance Technologies
New York
$10.9M +$10.4M +498,600 +2,010%
CAMV
59
Concord Asset Management (Virginia)
Virginia
$10.4M +$5.18M +247,522 +98%
CWP
60
Concord Wealth Partners
Virginia
$10.3M +$4.35M +207,806 +72%
MHS
61
M Holdings Securities
Oregon
$10.2M +$40.3K +1,923 +0.4%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$10M -$2.64M -125,905 -21%
SI
63
Stephens Inc
Arkansas
$9.95M -$417K -19,901 -4%
FTS
64
Fifth Third Securities
Ohio
$9.66M -$61K -2,914 -0.6%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$9.59M -$903K -43,156 -9%
SI
66
SimpliFi Inc
California
$9.55M +$9.61M +458,958 New
IAIM
67
Industrial Alliance Investment Management
Quebec, Canada
$8.9M
SCM
68
Shenkman Capital Management
New York
$8.84M +$8.9M +425,000 New
CL
69
CIM LLC
New York
$8.65M +$121K +5,775 +1%
Mariner
70
Mariner
Kansas
$8.62M -$6.45M -308,110 -43%
CC
71
Centiva Capital
New York
$8.32M +$8.37M +400,000 New
Franklin Resources
72
Franklin Resources
California
$8.28M
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$8.25M -$544K -25,998 -6%
Man Group
74
Man Group
United Kingdom
$8.24M -$5.62M -268,298 Closed
Millennium Management
75
Millennium Management
New York
$7.86M +$2.92M +139,497 +58%