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Invesco Senior Loan ETF

382 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 110 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 110

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

5.72% more ownership

Funds ownership: 83.59%89.3% (+5.7%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more capital invested

Capital invested by funds: $5.68B → $5.85B (+$169M)

1% more funds holding

Funds holding: 380382 (+2)

93% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $226M

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.69%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
47
Increased
169
Reduced
110
Closed
39
Calls
$14.8M
Puts
$226M
Net Calls
-$212M
Net Calls Change
+$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
$5.04M +$331K +14,953 +7%
ECM
102
Evergreen Capital Management
Washington
$4.83M +$122K +5,515 +3%
IWC
103
Integrated Wealth Concepts
Massachusetts
$4.68M -$18.4M -833,297 -80%
CWM
104
Cordatus Wealth Management
Pennsylvania
$4.6M +$4.6M +208,079 New
PI
105
PFS Investments
Georgia
$4.51M -$618K -27,942 -12%
FTS
106
Fifth Third Securities
Ohio
$4.5M +$169K +7,622 +4%
AMH
107
Apollo Management Holdings
New York
$4.42M +$4.42M +200,000 New
HF
108
HRT Financial
New York
$4.32M +$1.56M +70,527 +56%
PCMM
109
Piedmont Capital Management (Montana)
Montana
$4.08M +$76.1K +3,441 +2%
HI
110
Harbour Investments
Wisconsin
$4.07M -$2.02M -91,299 -33%
AWM
111
Aprio Wealth Management
Georgia
$4.03M +$4.03M +182,104 New
TIM
112
Thornburg Investment Management
New Mexico
$3.97M -$1.57M -71,228 -28%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$3.94M -$12.6K -568 -0.3%
Mariner
114
Mariner
Kansas
$3.91M -$130K -5,902 -3%
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$3.83M -$48.6K -2,200 -1%
CAG
116
Csenge Advisory Group
Florida
$3.69M -$150K -6,770 -4%
PF
117
Phoenix Financial
Israel
$3.64M +$216K +9,783 +6%
AHC
118
Adell Harriman & Carpenter
Texas
$3.57M -$4.11M -186,046 -54%
MA
119
MUFG Americas
New York
$3.52M +$170K +7,674 +5%
FA
120
Forefront Analytics
Pennsylvania
$3.51M +$35.9K +1,625 +1%
PA
121
Pinnacle Associates
New York
$3.37M +$1.02M +46,120 +43%
BCM
122
BlueCrest Capital Management
Jersey
$3.33M +$3.33M +150,453 New
FCC
123
Florin Court Capital
United Kingdom
$3.3M -$3.09M -139,600 -48%
SG
124
StoneX Group
New York
$3.28M +$3.05M +137,978 +1,320%
CGFA
125
Colton Groome Financial Advisors
North Carolina
$3.28M +$14.4K +652 +0.4%