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Invesco Senior Loan ETF

419 hedge funds and large institutions have $3.71B invested in Invesco Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 175 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.2% more ownership

Funds ownership: 91.41%97.61% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

4% less capital invested

Capital invested by funds: $3.87B → $3.71B (-$167M)

3% less funds holding

Funds holding: 432419 (-13)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

29% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 175

94% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $347M

Holders
419
Holders Change
-13
Holders Change %
-3.01%
% of All Funds
6.68%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
64
Increased
125
Reduced
175
Closed
72
Calls
$21.1M
Puts
$347M
Net Calls
-$326M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
101
NewSquare Capital
Pennsylvania
$4.01M -$75.1K -3,586 -2%
WF
102
Welch & Forbes
Massachusetts
$3.89M -$1.77M -84,553 -31%
SFG
103
StrategIQ Financial Group
Indiana
$3.88M -$946K -45,198 -19%
Deutsche Bank
104
Deutsche Bank
Germany
$3.82M
HFS
105
Horizon Financial Services
North Carolina
$3.81M -$917K -43,793 -19%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$3.6M -$844K -40,324 -26%
IWS
107
Insight Wealth Strategies
California
$3.58M +$3.6M +171,999 New
AFP
108
Ausdal Financial Partners
Iowa
$3.51M -$43K -2,054 -1%
BFC
109
Blue Fin Capital
Rhode Island
$3.37M +$13.9K +666 +0.4%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$3.18M +$347K +16,569 +12%
HWA
111
HCR Wealth Advisors
California
$3.15M -$8.97M -428,625 -74%
TNBTD
112
Trustmark National Bank Trust Department
Mississippi
$3.02M -$225K -10,738 -7%
Loomis, Sayles & Company
113
Loomis, Sayles & Company
Massachusetts
$2.99M -$2.42M -115,619 -45%
MWM
114
Mission Wealth Management
California
$2.96M -$229K -10,942 -7%
WS
115
Wedbush Securities
California
$2.88M +$398 +19 +0%
FCBT
116
First Citizens Bank & Trust
North Carolina
$2.84M -$62.4K -2,981 -2%
TT
117
TI-Trust
Illinois
$2.81M
AWS
118
Atria Wealth Solutions
New York
$2.8M -$65.4K -3,125 -2%
AP
119
Appleton Partners
Massachusetts
$2.73M +$14.2K +679 +0.5%
PCMM
120
Piedmont Capital Management (Montana)
Montana
$2.71M +$2.72M +129,987 New
SS
121
Simplicity Solutions
Minnesota
$2.68M +$2.69M +128,683 New
OMC
122
Old Mission Capital
Illinois
$2.66M +$793K +37,889 +42%
TSS
123
Two Sigma Securities
New York
$2.59M +$2.61M +124,607 New
MLM
124
Mount Lucas Management
Pennsylvania
$2.57M +$531K +25,367 +26%
Stifel Financial
125
Stifel Financial
Missouri
$2.56M +$298K +14,229 +13%