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Invesco Senior Loan ETF

494 hedge funds and large institutions have $5.68B invested in Invesco Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 221 increasing their positions, 142 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
494
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$18.4M
Net Calls
Net Calls Change

Top Sellers

1 -$185M
2 -$167M
3 -$75.2M
4
Morgan Stanley
Morgan Stanley
New York
-$56M
5
BlackRock
BlackRock
New York
-$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
101
Matthew Goff Investment Advisor
Texas
$6.89M
SI
102
Stephens Inc
Arkansas
$6.47M
SA
103
SAM Advisors
California
$6.25M
SW
104
Simplicity Wealth
New Jersey
$6.23M
FWP
105
Forefront Wealth Partners
Texas
$6.2M
BCA
106
Bay Capital Advisors
Virginia
$6.11M
WS
107
Wedbush Securities
California
$5.38M
BCA
108
Bay Colony Advisors
Massachusetts
$5.38M
CTC
109
Central Trust Company
Missouri
$5.35M
SWM
110
Spire Wealth Management
Virginia
$5.07M
Comerica Bank
111
Comerica Bank
Texas
$5.05M
MFG
112
Merit Financial Group
Georgia
$4.94M
FCBT
113
First Citizens Bank & Trust
North Carolina
$4.93M
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$4.93M
KWM
115
Kingsview Wealth Management
Oregon
$4.81M
Baird Financial Group
116
Baird Financial Group
Wisconsin
$4.8M
AF
117
Advisornet Financial
Minnesota
$4.75M
TM
118
TigerOak Management
New Mexico
$4.74M
KAS
119
Kestra Advisory Services
Texas
$4.62M
TI
120
Tidal Investments
Wisconsin
$4.49M
VCM
121
Virtue Capital Management
Tennessee
$4.46M
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$4.44M
PCM
123
Piedmont Capital Management
Montana
$4.39M
GAA
124
Guardian Asset Advisors
Pennsylvania
$4.27M
AFP
125
Ausdal Financial Partners
Iowa
$4.19M