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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
101
Prospera Financial Services
Texas
$5.28M -$1.6M -73,355 -23%
IFG
102
Independent Financial Group
California
$5.26M +$5M +228,770 +1,810%
CS
103
Credit Suisse
Switzerland
$5.18M +$4.02M +183,891 +341%
ECM
104
Evergreen Capital Management
Washington
$5.05M +$84.9K +3,888 +2%
SFG
105
StrategIQ Financial Group
Indiana
$5.02M +$483K +22,109 +11%
PCMM
106
Piedmont Capital Management (Montana)
Montana
$4.98M -$18.6K -850 -2%
PI
107
PFS Investments
Georgia
$4.95M +$147K +6,711 +3%
AIA
108
Avalon Investment & Advisory
Texas
$4.9M -$4.07M -186,311 -45%
BDCM
109
Black Diamond Capital Management
Connecticut
$4.9M -$20.2M -925,000 -80%
First Trust Advisors
110
First Trust Advisors
Illinois
$4.84M +$28.6K +1,307 +0.6%
HH
111
Hilltop Holdings
Texas
$4.83M +$149K +6,827 +3%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$4.65M +$639K +29,252 +16%
WA
113
Wambolt & Associates
Colorado
$4.62M +$1.38M +63,118 +43%
FA
114
Forefront Analytics
Pennsylvania
$4.58M +$84.8K +3,882 +2%
IWS
115
Insight Wealth Strategies
California
$4.4M +$4.42M +202,275 New
WCM
116
Windham Capital Management
Massachusetts
$4.29M +$49.5K +2,265 +1%
Mariner
117
Mariner
Kansas
$4.13M +$142K +6,521 +4%
MPCG
118
Matrix Private Capital Group
New York
$4M +$1.75M +80,303 +78%
CCM
119
Crabel Capital Management
California
$3.98M -$4.17M -190,925 -51%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$3.96M -$3.11M -142,539 -44%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$3.87M -$181K -8,278 -4%
CST
122
Charles Schwab Trust
Nevada
$3.72M +$775K +35,454 +26%
RC
123
Roundview Capital
New Jersey
$3.65M +$416K +19,052 +13%
MA
124
MUFG Americas
New York
$3.65M +$106K +4,856 +3%
Marshall Wace
125
Marshall Wace
United Kingdom
$3.6M +$3.62M +165,536 New