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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$17.2M -$7.64M -361,633 -31%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$17.1M +$7.83M +370,906 +85%
CWP
78
Concord Wealth Partners
Virginia
$16.8M +$1.37M +64,847 +9%
MMA
79
Miracle Mile Advisors
California
$16.4M -$1.34M -63,243 -8%
CAMV
80
Concord Asset Management (Virginia)
Virginia
$15.7M +$1.41M +66,900 +10%
AssetMark Inc
81
AssetMark Inc
California
$15.7M +$14.6M +689,626 +1,322%
First Manhattan
82
First Manhattan
New York
$15.6M
AWM
83
Angeles Wealth Management
California
$15.6M +$1.75M +83,065 +13%
YCG
84
Yeomans Consulting Group
Georgia
$15.5M -$176K -8,338 -1%
HCM
85
Hilton Capital Management
New York
$15.3M +$14.6M +692,360 +2,226%
Cerity Partners
86
Cerity Partners
New York
$15.3M +$876K +41,498 +6%
SSA
87
Schonfeld Strategic Advisors
New York
$14.5M +$2.39M +113,151 +20%
Invesco
88
Invesco
Georgia
$14.4M -$683K -32,355 -5%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$14.2M +$3.46M +163,903 +32%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$13.9M -$87.5M -4,144,094 -86%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$13.8M +$1.24M +58,712 +10%
SI
92
SimpliFi Inc
California
$13.6M -$4.22M -199,662 -24%
HFS
93
Hantz Financial Services
Michigan
$13.3M -$307K -14,519 -2%
MMRF
94
Michelson Medical Research Foundation
California
$12.7M
DMC
95
DSC Meridian Capital
New York
$12.1M -$13.4M -633,512 -52%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$1.9M +90,105 +19%
DADC
97
D.A. Davidson & Co
Montana
$11.4M +$222K +10,520 +2%
Truist Financial
98
Truist Financial
North Carolina
$11.3M +$656K +31,086 +6%
GCM
99
Granby Capital Management
Florida
$11.1M +$4.75M +225,000 +75%
RWP
100
RWA Wealth Partners
Massachusetts
$11M +$10.8M +510,376 +5,265%