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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
126
Deutsche Bank
Germany
$6.81M +$107K +5,079 +2%
JP Morgan Chase
127
JP Morgan Chase
New York
$6.76M -$265M -12,585,549 -98%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$6.69M -$1.54M -73,492 -19%
CWM
129
Congress Wealth Management
Massachusetts
$6.52M -$295K -14,054 -4%
Citadel Advisors
130
Citadel Advisors
Florida
$6.44M +$6.44M +306,463 New
AWM
131
Angeles Wealth Management
California
$6.4M -$9.61M -457,212 -60%
EP
132
Edgestream Partners
New Jersey
$6.31M +$346K +16,466 +6%
FA
133
Forefront Analytics
Pennsylvania
$5.9M -$152K -7,232 -3%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$5.68M -$792K -37,664 -12%
ML
135
McAdam LLC
Pennsylvania
$5.44M -$1.62M -76,993 -23%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$5.41M +$325K +15,447 +6%
First Eagle Investment Management
137
First Eagle Investment Management
New York
$5.4M +$1.91M +91,080 +55%
SCI
138
Stableford Capital II
Arizona
$5.25M -$4.84M -230,464 -48%
SA
139
SAM Advisors
California
$5.25M +$256K +12,171 +5%
APF
140
Alaska Permanent Fund
Alaska
$5.25M -$5.25M -250,000 -50%
KAS
141
Kestra Advisory Services
Texas
$5M -$3.08M -146,635 -38%
MAM
142
MMA Asset Management
Pennsylvania
$4.97M +$2.61M +123,957 +110%
DFCM
143
Dark Forest Capital Management
Puerto Rico
$4.75M -$408K -19,404 -8%
Comerica Bank
144
Comerica Bank
Texas
$4.7M -$358K -17,040 -7%
NC
145
NewSquare Capital
Pennsylvania
$4.6M +$44.1K +2,099 +1%
Stifel Financial
146
Stifel Financial
Missouri
$4.58M +$364K +17,318 +9%
BCA
147
Bay Colony Advisors
Massachusetts
$4.39M -$3.67M -174,845 -46%
PAS
148
Park Avenue Securities
New York
$4.07M +$59.7K +2,840 +1%
PWM
149
Perigon Wealth Management
California
$4.06M +$555K +26,398 +16%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$4.01M -$17.2K -818 -0.4%