We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$76.7M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
IWMWV
51
Ironwood Wealth Management (West Virginia)
West Virginia
$19.6M +$88K +4,225 +0.5%
PI
52
PFS Investments
Georgia
$18.2M +$316K +15,173 +2%
Invesco
53
Invesco
Georgia
$16.2M -$20M -958,649 -55%
WCM
54
Wavelength Capital Management
Connecticut
$15.4M +$212K +10,164 +1%
WAMC
55
Western Asset Management Company
California
$14.6M +$14.5M +695,000 New
CWP
56
Concord Wealth Partners
Virginia
$14M +$3.51M +168,338 +34%
AWM
57
Angeles Wealth Management
California
$13.7M +$495K +23,773 +4%
Citigroup
58
Citigroup
New York
$13M +$12.8M +616,371 +550,331%
MMRF
59
Michelson Medical Research Foundation
California
$12.6M
SSA
60
Schonfeld Strategic Advisors
New York
$12.5M +$9.87M +473,823 +395%
HFS
61
Hantz Financial Services
Michigan
$12.4M +$1.17M +55,991 +10%
CAMV
62
Concord Asset Management (Virginia)
Virginia
$11.8M +$1.27M +60,969 +12%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$11.7M +$156K +7,490 +1%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$11.7M +$11.6M +554,693 New
APC
65
Aristotle Pacific Capital
California
$11.6M +$6.4M +306,985 +125%
MSAM
66
Moloney Securities Asset Management
Missouri
$11.4M +$11.3M +542,009 New
DADC
67
D.A. Davidson & Co
Montana
$11.3M +$140K +6,742 +1%
Barclays
68
Barclays
United Kingdom
$10.9M -$43.9M -2,106,161 -80%
SI
69
SimpliFi Inc
California
$10.8M +$1.12M +53,537 +12%
SI
70
Stephens Inc
Arkansas
$10.1M
Truist Financial
71
Truist Financial
North Carolina
$9.98M -$1.23M -59,115 -11%
FTS
72
Fifth Third Securities
Ohio
$9.87M +$93.9K +4,508 +1%
PWAG
73
Polaris Wealth Advisory Group
California
$9.86M -$33.3M -1,597,948 -77%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$9.43M -$263K -12,617 -3%
AP
75
Advisors Preferred
Maryland
$9.16M +$2.09M +100,220 +30%