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Invesco Senior Loan ETF

416 hedge funds and large institutions have $3.78B invested in Invesco Senior Loan ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 154 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 2130 (+9)

2% more capital invested

Capital invested by funds: $3.71B → $3.78B (+$76.7M)

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.56% more ownership

Funds ownership: 97.61%98.17% (+0.56%)

1% less funds holding

Funds holding: 419416 (-3)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 154

100% less call options, than puts

Call options by funds: $301K | Put options by funds: $73.8M

Holders
416
Holders Change
-3
Holders Change %
-0.72%
% of All Funds
6.53%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.47%
New
58
Increased
135
Reduced
154
Closed
57
Calls
$301K
Puts
$73.8M
Net Calls
-$73.5M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
101
Federated Hermes
Pennsylvania
$4.21M +$4.17M +200,000 New
MAC
102
Mason & Associates (California)
California
$4.2M -$105K -5,036 -2%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$4.1M -$307K -14,743 -7%
UBS AM
104
UBS AM
Illinois
$4.07M
RAM
105
Riggs Asset Management
Pennsylvania
$4.01M -$68.7K -3,298 -2%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$4M -$177K -8,481 -4%
BCA
107
Bay Colony Advisors
Massachusetts
$4M +$1.54M +73,921 +64%
HFS
108
Horizon Financial Services
North Carolina
$3.96M +$103K +4,929 +3%
PAG
109
Private Advisor Group
New Jersey
$3.93M -$370K -17,739 -9%
WF
110
Welch & Forbes
Massachusetts
$3.91M -$20.1K -966 -0.5%
BFA
111
Brendel Financial Advisors
New Hampshire
$3.81M +$3.78M +181,268 New
IWS
112
Insight Wealth Strategies
California
$3.67M +$50.8K +2,438 +1%
AFP
113
Ausdal Financial Partners
Iowa
$3.57M +$19.7K +946 +0.6%
LAM
114
LifePro Asset Management
California
$3.56M +$2.97M +142,515 +531%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$3.45M -$219K -10,505 -6%
BFC
116
Blue Fin Capital
Rhode Island
$3.43M +$20.8K +1,000 +0.6%
HWA
117
HCR Wealth Advisors
California
$3.17M -$17.9K -860 -0.6%
Loomis, Sayles & Company
118
Loomis, Sayles & Company
Massachusetts
$3.02M
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$2.99M -$225K -10,779 -7%
MWM
120
Mission Wealth Management
California
$2.99M -$5.54K -266 -0.2%
TNBTD
121
Trustmark National Bank Trust Department
Mississippi
$2.95M -$104K -4,971 -3%
WS
122
Wedbush Securities
California
$2.9M -$19.3K -924 -0.7%
SWM
123
Spire Wealth Management
Virginia
$2.87M +$2.48M +118,798 +681%
TT
124
TI-Trust
Illinois
$2.84M
PCMM
125
Piedmont Capital Management (Montana)
Montana
$2.82M +$81K +3,890 +3%