We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
126
Bay Colony Advisors
Massachusetts
$7.23M +$309K +14,638 +4%
HIC
127
Hartline Investment Corp
Illinois
$7.23M +$7.22M +341,842 New
FTS
128
Fifth Third Securities
Ohio
$7.16M -$1.25M -59,219 -15%
MML Investors Services
129
MML Investors Services
Massachusetts
$7.06M +$940K +44,518 +15%
HFS
130
Horizon Financial Services
North Carolina
$6.87M +$2.23M +105,798 +48%
ML
131
McAdam LLC
Pennsylvania
$6.85M +$452K +21,409 +7%
CWM
132
Congress Wealth Management
Massachusetts
$6.68M -$111K -5,234 -2%
IA
133
Inspire Advisors
Idaho
$6.54M +$6.53M +309,387 New
Deutsche Bank
134
Deutsche Bank
Germany
$6.44M +$4.51M +213,421 +235%
LHA
135
Little Harbor Advisors
Massachusetts
$6.41M -$128K -6,065 -2%
Verition Fund Management
136
Verition Fund Management
Connecticut
$6.34M
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$6.09M +$1.2M +56,910 +25%
Ninety One (UK)
138
Ninety One (UK)
United Kingdom
$6.01M
KAS
139
Kestra Advisory Services
Texas
$5.93M -$247K -11,720 -4%
BIP
140
Blue Investment Partners
California
$5.83M +$1.44M +68,412 +33%
FA
141
Forefront Analytics
Pennsylvania
$5.8M -$22.7K -1,075 -0.4%
CAN
142
Cetera Advisor Networks
California
$5.6M +$2.12M +100,196 +61%
SWM
143
Spire Wealth Management
Virginia
$5.54M +$1.42M +67,321 +35%
WWM
144
WT Wealth Management
Arizona
$5.37M +$2.09K +99 +0%
SIM
145
SSI Investment Management
California
$5.33M +$189K +8,961 +4%
Comerica Bank
146
Comerica Bank
Texas
$5.31M -$395K -18,693 -7%
SA
147
SAM Advisors
California
$5.05M +$235K +11,147 +5%
BWL
148
Bogart Wealth LLC
Virginia
$5.04M +$4.51M +213,625 +861%
CCM
149
Courage Capital Management
Tennessee
$5.03M +$5.03M +238,000 New
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$5.03M +$2.9M +137,389 +137%