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Invesco Senior Loan ETF

381 hedge funds and large institutions have $5.43B invested in Invesco Senior Loan ETF in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-17
Holders Change %
-4.27%
% of All Funds
8.74%
Holding in Top 10
35
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+16.67%
% of All Funds
0.8%
New
42
Increased
161
Reduced
137
Closed
56
Calls
$229K
Puts
$4.68M
Net Calls
-$4.45M
Net Calls Change
+$56.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
126
Peak Financial Management
Massachusetts
$2.91M +$2.91M +125,701 New
AA
127
Advisory Alpha
Michigan
$2.86M -$1.12M -48,364 -28%
SHA
128
Seneca House Advisors
Virginia
$2.86M -$131K -5,646 -4%
MC
129
Muzinich & Co
New York
$2.8M +$683K +29,519 +32%
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$2.76M +$33.9K +1,465 +1%
PA
131
Perennial Advisors
New York
$2.73M +$21.3K +922 +0.8%
PAG
132
Private Advisor Group
New Jersey
$2.73M +$228K +9,844 +9%
LA
133
Legacy Advisors
Pennsylvania
$2.71M +$762K +32,924 +39%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$2.63M -$935K -40,405 -26%
QA
135
Quantitative Advantage
Minnesota
$2.47M -$167K -7,225 -6%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$2.4M -$43.5M -1,882,651 -95%
QI
137
QS Investors
New York
$2.38M -$213K -9,219 -8%
SHIM
138
Stone House Investment Management
Pennsylvania
$2.37M +$151K +6,545 +7%
CP
139
Castleview Partners
Texas
$2.36M +$2.36M +101,988 New
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$2.34M +$710K +30,686 +44%
BFC
141
Blue Fin Capital
Rhode Island
$2.3M +$777K +33,590 +51%
First Trust Advisors
142
First Trust Advisors
Illinois
$2.24M +$1.06K +46 +0%
OIA
143
Optimum Investment Advisors
Illinois
$2.24M -$4.33K -187 -0.2%
RWP
144
RWA Wealth Partners
Massachusetts
$2.24M +$1.87M +80,793 +511%
MML Investors Services
145
MML Investors Services
Massachusetts
$2.19M +$287K +12,420 +15%
WI
146
WrapManager Inc
California
$2.18M +$717K +31,008 +49%
AAMU
147
Amundi Asset Management US
Massachusetts
$2.13M
KC
148
KHP Capital
Oklahoma
$2.1M +$110K +4,743 +6%
LP
149
LGL Partners
Pennsylvania
$2.07M -$24.6K -1,066 -1%
SI
150
SimpliFi Inc
California
$2.02M -$416 -18 -0%