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Invesco Senior Loan ETF

440 hedge funds and large institutions have $5.37B invested in Invesco Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 33

24% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 130

15% more funds holding

Funds holding: 382440 (+58)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.15% more ownership

Funds ownership: 89.3%90.45% (+1.2%)

8% less capital invested

Capital invested by funds: $5.85B → $5.37B (-$482M)

95% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $325M

Holders
440
Holders Change
+58
Holders Change %
+15.18%
% of All Funds
6.77%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.37%
New
97
Increased
161
Reduced
130
Closed
33
Calls
$14.9M
Puts
$325M
Net Calls
-$310M
Net Calls Change
-$98.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MLM
101
Mount Lucas Management
Pennsylvania
$5.04M -$596K -26,994 -11%
AWM
102
Aprio Wealth Management
Georgia
$4.96M +$934K +42,320 +23%
First Trust Advisors
103
First Trust Advisors
Illinois
$4.88M -$156K -7,066 -3%
CWM
104
Cordatus Wealth Management
Pennsylvania
$4.88M +$284K +12,886 +6%
PI
105
PFS Investments
Georgia
$4.87M +$376K +17,016 +8%
FTS
106
Fifth Third Securities
Ohio
$4.82M +$320K +14,506 +7%
PAG
107
Private Advisor Group
New Jersey
$4.81M -$450K -20,389 -9%
HH
108
Hilltop Holdings
Texas
$4.75M +$2.19M +99,148 +86%
SFG
109
StrategIQ Financial Group
Indiana
$4.61M +$1.41M +63,765 +44%
FA
110
Forefront Analytics
Pennsylvania
$4.56M +$1.05M +47,405 +30%
AP
111
Advisors Preferred
Maryland
$4.47M +$4.46M +202,300 New
WCM
112
Windham Capital Management
Massachusetts
$4.31M +$3.04M +137,655 +240%
BCM
113
BlueCrest Capital Management
Jersey
$4.28M +$949K +42,987 +29%
SW
114
Simplicity Wealth
New Jersey
$4.22M +$4.21M +190,979 New
WAM
115
Wolverine Asset Management
Illinois
$4.13M +$4.04M +182,922 +4,728%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$4.11M -$2.54M -115,196 -38%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$4.07M +$137K +6,217 +3%
Mariner
118
Mariner
Kansas
$4.05M +$145K +6,561 +4%
CAG
119
Csenge Advisory Group
Florida
$3.85M +$149K +6,770 +4%
MA
120
MUFG Americas
New York
$3.6M +$81.4K +3,689 +2%
PF
121
Phoenix Financial
Israel
$3.56M -$81.7K -3,702 -2%
DWM
122
Dakota Wealth Management
Florida
$3.54M -$1.85M -83,818 -34%
Mitsubishi UFJ Asset Management
123
Mitsubishi UFJ Asset Management
Japan
$3.52M -$305K -13,800 -8%
PAMP
124
Polar Asset Management Partners
Ontario, Canada
$3.47M +$3.46M +157,000 New
LHWM
125
Lake Hills Wealth Management
Texas
$3.45M +$3.44M +155,984 New