We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

382 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 110 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 110

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

5.72% more ownership

Funds ownership: 83.59%89.3% (+5.7%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more capital invested

Capital invested by funds: $5.68B → $5.85B (+$169M)

1% more funds holding

Funds holding: 380382 (+2)

93% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $226M

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.69%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
47
Increased
169
Reduced
110
Closed
39
Calls
$14.8M
Puts
$226M
Net Calls
-$212M
Net Calls Change
+$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CST
126
Charles Schwab Trust
Nevada
$3.24M -$255K -11,545 -7%
WA
127
Wambolt & Associates
Colorado
$3.24M +$219K +9,914 +7%
SFG
128
StrategIQ Financial Group
Indiana
$3.2M +$1.42M +64,107 +79%
MC
129
Muzinich & Co
New York
$3.17M
GEM
130
Global Endowment Management
North Carolina
$3.16M -$281K -12,700 -8%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$3.07M -$1.08M -48,750 -26%
OPS
132
Orion Portfolio Solutions
Nebraska
$3.05M -$57.1K -2,583 -2%
CCM
133
Crabel Capital Management
California
$3.02M -$2.03M -91,829 -40%
NAM
134
Newfleet Asset Management
Connecticut
$3.01M -$2.24M -101,426 -43%
RC
135
Roundview Capital
New Jersey
$2.97M +$169K +7,634 +6%
SF
136
Synovus Financial
Georgia
$2.96M +$827K +37,403 +39%
DFG
137
Delphi Financial Group
Delaware
$2.88M
UAS
138
United Asset Strategies
New York
$2.88M +$141K +6,373 +5%
WAM
139
Wallington Asset Management
Indiana
$2.82M +$30.9K +1,400 +1%
AAS
140
Avantax Advisory Services
Texas
$2.69M +$833K +37,664 +45%
PA
141
Perennial Advisors
New York
$2.64M +$52.6K +2,378 +2%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$2.62M -$2.39M -108,146 -48%
PA
143
PPM America
Illinois
$2.61M +$2.61M +118,000 New
KAS
144
Kestra Advisory Services
Texas
$2.59M +$348K +15,734 +15%
HH
145
Hilltop Holdings
Texas
$2.56M +$217K +9,803 +9%
DWM
146
Destination Wealth Management
California
$2.48M +$103K +4,663 +4%
CWM
147
Centric Wealth Management
Illinois
$2.4M +$173K +7,831 +8%
BFC
148
Blue Fin Capital
Rhode Island
$2.38M +$193K +8,749 +9%
HWM
149
Howard Wealth Management
Connecticut
$2.37M +$156K +7,039 +7%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$2.35M +$220K +9,930 +10%