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Invesco Senior Loan ETF

479 hedge funds and large institutions have $5.67B invested in Invesco Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 157 increasing their positions, 172 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+36
Holders Change %
+8.13%
% of All Funds
7.02%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.54%
New
91
Increased
157
Reduced
172
Closed
50
Calls
$27.3M
Puts
$213M
Net Calls
-$185M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
151
Insight Wealth Strategies
California
$3.4M -$15.2K -719 -0.4%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$3.36M -$183K -8,645 -5%
BFC
153
Blue Fin Capital
Rhode Island
$3.35M +$361K +17,024 +12%
CTC
154
Central Trust Company
Missouri
$3.34M +$5.97K +282 +0.2%
FWS
155
FinDec Wealth Services
California
$3.33M +$918K +43,330 +38%
HWA
156
HCR Wealth Advisors
California
$3.24M +$310K +14,633 +11%
TCM
157
Triumph Capital Management
Colorado
$3.17M +$3.17M +149,866 New
WF
158
Welch & Forbes
Massachusetts
$3.16M +$262K +12,374 +9%
HH
159
Hilltop Holdings
Texas
$2.97M +$279K +13,178 +10%
WS
160
Wedbush Securities
California
$2.93M +$21.5K +1,015 +0.7%
MWM
161
Mission Wealth Management
California
$2.91M -$71.2K -3,363 -2%
CCC
162
Chesapeake Capital Corp
Florida
$2.9M +$2.9M +137,126 New
GBWM
163
Granite Bay Wealth Management
New Hampshire
$2.88M +$1.39M +66,422 +94%
TT
164
TI-Trust
Illinois
$2.86M
RAM
165
Riggs Asset Management
Pennsylvania
$2.83M -$134K -6,307 -5%
PCM
166
Piedmont Capital Management
Montana
$2.82M +$2.78M +131,314 +6,559%
Stifel Financial
167
Stifel Financial
Missouri
$2.81M -$10.7M -504,031 -79%
AP
168
Appleton Partners
Massachusetts
$2.8M +$62K +2,928 +2%
FCC
169
Florin Court Capital
United Kingdom
$2.79M -$1.35M -63,700 -33%
MLM
170
Mount Lucas Management
Pennsylvania
$2.61M -$5.4K -255 -0.2%
DF
171
Donoghue Forlines
Massachusetts
$2.61M -$3.06M -144,295 -54%
GDP
172
Great Diamond Partners
Maine
$2.55M -$45.9K -2,166 -2%
PIWA
173
Prevail Innovative Wealth Advisors
Kansas
$2.53M +$650K +30,679 +35%
CST
174
Charles Schwab Trust
Nevada
$2.47M -$202K -9,560 -8%
PA
175
Perennial Advisors
New York
$2.44M +$278K +13,103 +13%