We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
RH
51
RFG Holdings
Texas
$30.3M +$2.33M +110,205 +8%
AIP
52
Almanack Investment Partners
Pennsylvania
$27.6M -$1.06M -50,216 -4%
MAC
53
Mason & Associates (California)
California
$27.4M -$8.65M -409,850 -24%
FMI
54
Factory Mutual Insurance
Massachusetts
$25.4M
CM
55
Capula Management
Cayman Islands
$25.1M +$25M +1,186,000 New
BFM
56
Boothbay Fund Management
New York
$25M +$25M +1,184,000 New
CIBC Asset Management
57
CIBC Asset Management
Ontario, Canada
$24.3M +$9.71M +459,757 +67%
IWC
58
Integrated Wealth Concepts
Massachusetts
$24.2M +$914K +43,299 +4%
SG Americas Securities
59
SG Americas Securities
New York
$23.7M -$10.7M -507,664 -31%
RJA
60
Raymond James & Associates
Florida
$22.7M -$776K -36,754 -3%
UBS Group
61
UBS Group
Switzerland
$22.5M -$7.12M -337,325 -24%
EF
62
Empowered Funds
Pennsylvania
$22.5M -$235K -11,126 -1%
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$22.3M -$13.9M -657,530 -38%
Federated Hermes
64
Federated Hermes
Pennsylvania
$21.2M +$17M +804,245 +402%
Barclays
65
Barclays
United Kingdom
$21.1M +$10.6M +499,999 +100%
RCMU
66
Rokos Capital Management (UK)
United Kingdom
$21.1M +$21.1M +1,000,000 New
IWMWV
67
Ironwood Wealth Management (West Virginia)
West Virginia
$21.1M +$682K +32,281 +3%
TW
68
Transform Wealth
Colorado
$20.3M +$6.88M +325,959 +51%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$19.9M -$5.07M -240,319 -20%
Franklin Resources
70
Franklin Resources
California
$19.1M
Osaic Holdings
71
Osaic Holdings
Arizona
$19.1M -$4.52M -213,971 -19%
FIC
72
Family Investment Center
Missouri
$19.1M +$18.6M +878,848 +3,843%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$18.8M +$21.8K +1,032 +0.1%
TW
74
Trajan Wealth
Arizona
$18.1M +$18.1M +856,589 New
GC
75
Guggenheim Capital
Illinois
$18M -$1.32M -62,594 -7%