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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
126
Colton Groome Financial Advisors
North Carolina
$3.52M +$1.08M +49,482 +44%
GSWM
127
Greenup Street Wealth Management
Michigan
$3.52M +$3.53M +161,614 New
DWM
128
Dakota Wealth Management
Florida
$3.43M -$59.4K -2,718 -2%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$3.4M +$203K +9,298 +6%
PAS
130
Park Avenue Securities
New York
$3.39M +$455K +20,803 +15%
DHFB
131
Dixon Hubard Feinour & Brown
Virginia
$3.26M +$776K +35,511 +31%
PF
132
Phoenix Financial
Israel
$3.26M -$242K -11,057 -7%
WS
133
Wedbush Securities
California
$3.25M +$2.45M +112,100 +301%
UAS
134
United Asset Strategies
New York
$3.19M -$8.17K -374 -0.3%
CAG
135
Csenge Advisory Group
Florida
$3.15M -$626K -28,646 -17%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$3.13M -$3.58M -163,633 -53%
CWM
137
Cordatus Wealth Management
Pennsylvania
$3.08M -$1.74M -79,728 -36%
APA
138
American Portfolios Advisors
New York
$2.98M +$618K +28,299 +26%
BFC
139
Blue Fin Capital
Rhode Island
$2.98M +$471K +21,561 +19%
TT
140
TI-Trust
Illinois
$2.94M
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$2.88M +$319K +14,584 +12%
WAM
142
Wallington Asset Management
Indiana
$2.86M +$13.1K +600 +0.5%
PA
143
Perennial Advisors
New York
$2.85M +$117K +5,353 +4%
DFG
144
Delphi Financial Group
Delaware
$2.83M
RTS
145
Round Table Services
New Jersey
$2.75M +$834K +38,185 +43%
Simplex Trading
146
Simplex Trading
Illinois
$2.74M +$2.75M +125,687 New
AWM
147
AE Wealth Management
Kansas
$2.71M -$10.9K -498 -0.4%
SW
148
Simplicity Wealth
New Jersey
$2.67M -$1.49M -68,090 -36%
AHC
149
Adell Harriman & Carpenter
Texas
$2.65M -$550K -25,164 -17%
PA
150
PPM America
Illinois
$2.57M