We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
51
Boothbay Fund Management
New York
$28.6M -$8.17M -388,943 -22%
AIP
52
Almanack Investment Partners
Pennsylvania
$27M -$282K -13,407 -1%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$26.6M +$20.8M +990,330 +357%
SLI
54
Sumitomo Life Insurance
Japan
$25.9M -$37.4M -1,778,427 -59%
Calamos Advisors
55
Calamos Advisors
Illinois
$25.8M +$5M +237,909 +24%
FMI
56
Factory Mutual Insurance
Massachusetts
$25.2M
RJA
57
Raymond James & Associates
Florida
$25.1M +$445K +21,192 +2%
CCM
58
Carronade Capital Management
Connecticut
$24.2M -$72.1M -3,429,608 -75%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$23M +$7.32M +348,298 +47%
IWMWV
60
Ironwood Wealth Management (West Virginia)
West Virginia
$22.1M +$463K +22,009 +2%
FIC
61
Family Investment Center
Missouri
$20.1M +$3.49K +166 +0%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$20M +$6.18M +293,900 +45%
Federated Hermes
63
Federated Hermes
Pennsylvania
$19.6M -$1.53M -73,000 -7%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$19.5M -$37.7M -1,794,000 -66%
UBS Group
65
UBS Group
Switzerland
$19.3M -$33.4M -1,588,537 -63%
CWP
66
Concord Wealth Partners
Virginia
$18.7M +$943K +44,878 +5%
Cerity Partners
67
Cerity Partners
New York
$18.5M +$1.81M +86,149 +11%
CAMV
68
Concord Asset Management (Virginia)
Virginia
$18.2M +$1.5M +71,303 +9%
TW
69
Trajan Wealth
Arizona
$17.9M +$183K +8,724 +1%
GC
70
Guggenheim Capital
Illinois
$17.8M -$356K -16,956 -2%
Macquarie Group
71
Macquarie Group
Australia
$17.7M +$1.47M +70,000 +9%
Mariner
72
Mariner
Kansas
$17.5M -$20M -952,797 -53%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$16.9M +$1.13M +53,588 +7%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$16.5M -$114M -5,437,550 -87%
AI
75
Atria Investments
North Carolina
$16.2M -$24.5M -1,166,013 -60%