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Invesco Senior Loan ETF

502 hedge funds and large institutions have $5.69B invested in Invesco Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 224 increasing their positions, 147 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 147

3% less capital invested

Capital invested by funds: $5.88B → $5.69B (-$194M)

1.72% less ownership

Funds ownership: 85.82%84.1% (-1.7%)

4% less funds holding

Funds holding: 521502 (-19)

13% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 55

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18.4M

Holders
502
Holders Change
-19
Holders Change %
-3.65%
% of All Funds
6.59%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.35%
New
48
Increased
224
Reduced
147
Closed
55
Calls
Puts
$18.4M
Net Calls
-$18.4M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
76
Insight Wealth Strategies
California
$11.9M -$6.59M -314,448 -36%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$11.4M -$372K -17,755 -3%
NYLIM
78
New York Life Investment Management
New York
$11.3M +$988K +47,179 +10%
SIM
79
Symetra Investment Management
Connecticut
$11.3M +$11.3M +538,250 New
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$10.9M +$745K +35,562 +7%
CL
81
CIM LLC
New York
$10.9M +$141K +6,724 +1%
HCM
82
Hilton Capital Management
New York
$10.9M -$21.6M -1,029,733 -67%
FIA
83
Foundations Investment Advisors
Arizona
$10.8M +$32.8K +1,568 +0.3%
TNBTD
84
Trustmark National Bank Trust Department
Mississippi
$10.5M -$8.52K -407 -0.1%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.61M -$185M -8,829,141 -95%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$9.39M +$2.5M +119,234 +36%
BI
87
Bramshill Investments
Florida
$9.31M +$7.23M +345,000 +345%
NRI
88
NFP Retirement Inc
California
$9.25M +$784K +37,444 +9%
SIM
89
SSI Investment Management
California
$9.11M +$63.9K +3,053 +0.7%
MSAM
90
Moloney Securities Asset Management
Missouri
$8.65M -$159K -7,603 -2%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$8.57M +$3.26M +155,549 +61%
PAS
92
Park Avenue Securities
New York
$8.49M -$19.4K -927 -0.2%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$7.97M +$84.7K +4,046 +1%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$7.82M -$1.63M -77,883 -17%
YCG
95
Yeomans Consulting Group
Georgia
$7.56M +$842K +40,222 +13%
AWM
96
Angeles Wealth Management
California
$7.56M +$1.06M +50,500 +16%
Truist Financial
97
Truist Financial
North Carolina
$7.52M -$1.52M -72,434 -17%
JP Morgan Chase
98
JP Morgan Chase
New York
$7.33M -$75.3M -3,593,841 -91%
First Manhattan
99
First Manhattan
New York
$7.33M
DWM
100
Diversify Wealth Management
Utah
$7.27M +$862K +41,162 +13%