We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

317 hedge funds and large institutions have $3.29B invested in Invesco Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 311317 (+6)

0.36% more ownership

Funds ownership: 83.3%83.66% (+0.36%)

3% less capital invested

Capital invested by funds: $3.4B → $3.29B (-$102M)

87% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $190M

Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
6.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
47
Increased
120
Reduced
93
Closed
37
Calls
$23.7M
Puts
$190M
Net Calls
-$166M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
76
IMA Advisory Services
Colorado
$4.73M +$28K +1,290 +0.6%
RJA
77
Raymond James & Associates
Florida
$4.36M +$40.3K +1,856 +0.9%
Mariner
78
Mariner
Kansas
$3.78M -$899K -41,381 -19%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$3.69M -$76.3K -3,513 -2%
First Trust Advisors
80
First Trust Advisors
Illinois
$3.69M +$668K +30,722 +22%
FTS
81
Fifth Third Securities
Ohio
$3.68M -$81.4K -3,744 -2%
DC
82
Derby & Company
Massachusetts
$3.6M +$3.6M +165,511 New
IWS
83
Insight Wealth Strategies
California
$3.52M +$3.31M +152,137 +1,545%
PFS
84
Prospera Financial Services
Texas
$3.23M -$470K -21,644 -13%
CWM
85
Cordatus Wealth Management
Pennsylvania
$3.23M +$470K +21,625 +17%
SI
86
Stephens Inc
Arkansas
$3.19M +$26.1K +1,200 +0.8%
GC
87
Grimes & Company
Massachusetts
$3.1M +$163K +7,521 +6%
AAS
88
Avantax Advisory Services
Texas
$3.1M +$1.74M +79,983 +128%
DF
89
Donoghue Forlines
Massachusetts
$3.08M +$177K +8,141 +6%
MML Investors Services
90
MML Investors Services
Massachusetts
$3.08M +$91K +4,189 +3%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$2.7M -$385K -17,719 -12%
Stifel Financial
92
Stifel Financial
Missouri
$2.47M -$50.2K -2,309 -2%
OPS
93
Orion Portfolio Solutions
Nebraska
$2.41M +$2.01M +92,610 +511%
UB
94
UMB Bank
Missouri
$2.37M
Baird Financial Group
95
Baird Financial Group
Wisconsin
$2.35M +$414K +19,037 +21%
VA
96
Valmark Advisers
Ohio
$2.35M -$349K -16,068 -13%
DWM
97
Destination Wealth Management
California
$2.31M +$82.5K +3,795 +4%
DDPIC
98
Deroy & Devereaux Private Investment Counsel
Michigan
$2.23M +$58.1K +2,675 +3%
WB
99
WesBanco Bank
West Virginia
$1.99M +$1.72M +79,179 +653%
OMC
100
Old Mission Capital
Illinois
$1.96M +$1.96M +90,310 New