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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
AP
151
Appleton Partners
Massachusetts
$2.56M +$116K +5,296 +5%
OFA
152
Oak Family Advisors
Illinois
$2.45M +$384K +17,575 +19%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$2.44M -$6.86K -314 -0.3%
BAM
154
Belpointe Asset Management
Nevada
$2.43M +$228K +10,446 +10%
AUIM
155
Aegon USA Investment Management
Iowa
$2.4M +$201K +9,200 +9%
DWM
156
Destination Wealth Management
California
$2.39M +$30.7K +1,403 +1%
BCA
157
Bay Colony Advisors
Massachusetts
$2.37M -$38.4K -1,758 -2%
Stifel Financial
158
Stifel Financial
Missouri
$2.36M +$310K +14,185 +15%
AWM
159
Adams Wealth Management
Utah
$2.36M +$203K +9,280 +9%
HWM
160
Howard Wealth Management
Connecticut
$2.33M +$73.8K +3,377 +3%
SF
161
Synovus Financial
Georgia
$2.26M +$134K +6,117 +6%
FHA
162
Flagship Harbor Advisors
Massachusetts
$2.23M -$381K -17,457 -15%
FLPIM
163
F.L. Putnam Investment Management
Massachusetts
$2.23M +$273K +12,492 +14%
CS
164
Comerica Securities
Michigan
$2.23M +$1.94M +88,799 +649%
HIP
165
HUB Investment Partners
Texas
$2.18M +$2.19M +100,192 New
AFP
166
Ausdal Financial Partners
Iowa
$2.09M +$42.6K +1,950 +2%
FAP
167
Financial Advisory Partners
Florida
$1.99M -$120K -5,512 -6%
CA
168
Continuum Advisory
Idaho
$1.97M +$1.63M +74,734 +450%
PCA
169
Providence Capital Advisors
North Carolina
$1.96M +$1.97K +90 New
EWM
170
Edge Wealth Management
New York
$1.94M +$944K +43,200 +94%
VA
171
Valmark Advisers
Ohio
$1.93M -$53.9K -2,467 -3%
DDPIC
172
Deroy & Devereaux Private Investment Counsel
Michigan
$1.93M -$43.7K -2,000 -2%
MIH
173
Meitav Investment House
Israel
$1.9M +$292K +13,370 +18%
SAS
174
Stelac Advisory Services
New York
$1.89M +$490K +22,434 +35%
CFB
175
Cullen/Frost Bankers
Texas
$1.88M +$651K +29,798 +53%