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Invesco Senior Loan ETF

502 hedge funds and large institutions have $5.69B invested in Invesco Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 224 increasing their positions, 147 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 147

3% less capital invested

Capital invested by funds: $5.88B → $5.69B (-$194M)

1.72% less ownership

Funds ownership: 85.82%84.1% (-1.7%)

4% less funds holding

Funds holding: 521502 (-19)

13% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 55

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $18.4M

Holders
502
Holders Change
-19
Holders Change %
-3.65%
% of All Funds
6.59%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.35%
New
48
Increased
224
Reduced
147
Closed
55
Calls
Puts
$18.4M
Net Calls
-$18.4M
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
101
Matthew Goff Investment Advisor
Texas
$6.89M +$348K +16,624 +5%
SI
102
Stephens Inc
Arkansas
$6.47M -$585K -27,949 -8%
SA
103
SAM Advisors
California
$6.25M +$203K +9,702 +3%
SW
104
Simplicity Wealth
New Jersey
$6.23M +$4.88M +233,087 +361%
FWP
105
Forefront Wealth Partners
Texas
$6.2M +$6.21M +296,443 New
BCA
106
Bay Capital Advisors
Virginia
$6.11M +$1.06M +50,733 +21%
WS
107
Wedbush Securities
California
$5.38M +$357K +17,026 +7%
BCA
108
Bay Colony Advisors
Massachusetts
$5.38M +$475K +22,696 +10%
CTC
109
Central Trust Company
Missouri
$5.35M +$669K +31,944 +14%
SWM
110
Spire Wealth Management
Virginia
$5.07M +$142K +6,771 +3%
Comerica Bank
111
Comerica Bank
Texas
$5.05M -$61.4K -2,934 -1%
MFG
112
Merit Financial Group
Georgia
$4.94M -$210K -10,034 -4%
FCBT
113
First Citizens Bank & Trust
North Carolina
$4.93M +$107K +5,098 +2%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$4.93M +$805K +38,430 +20%
KWM
115
Kingsview Wealth Management
Oregon
$4.81M +$1.37M +65,207 +40%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$4.8M -$511K -24,381 -10%
AF
117
Advisornet Financial
Minnesota
$4.75M +$1.37M +65,396 +40%
TM
118
TigerOak Management
New Mexico
$4.74M +$1.35M +64,386 +40%
KAS
119
Kestra Advisory Services
Texas
$4.62M +$31.1K +1,483 +0.7%
TI
120
Tidal Investments
Wisconsin
$4.49M -$701K -33,460 -14%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$4.44M -$1.23M -58,652 -22%
PCMM
122
Piedmont Capital Management (Montana)
Montana
$4.39M +$224K +10,700 +5%
GAA
123
Guardian Asset Advisors
Pennsylvania
$4.27M +$472K +22,516 +12%
AFP
124
Ausdal Financial Partners
Iowa
$4.19M +$117K +5,609 +3%
FAP
125
Financial Advisory Partners
Florida
$4.15M +$37.7K +1,798 +0.9%