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
First Eagle Investment Management
151
First Eagle Investment Management
New York
$5.01M +$5M +236,867 New
AI
152
Aperture Investors
New York
$4.99M +$4.98M +235,870 New
DF
153
Donoghue Forlines
Massachusetts
$4.87M +$2.27M +107,304 +87%
EP
154
Edgestream Partners
New Jersey
$4.81M +$2.65M +125,351 +123%
NC
155
NewSquare Capital
Pennsylvania
$4.55M +$149K +7,075 +3%
WWS
156
Wellington Wealth Strategies
Indiana
$4.48M -$25.8K -1,223 -0.6%
BSG
157
Black Swift Group
Colorado
$4.34M +$2.61M +123,800 +152%
FCC
158
Florin Court Capital
United Kingdom
$4.34M +$1.55M +73,400 +56%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$4.27M +$188K +8,908 +5%
BFA
160
Brendel Financial Advisors
New Hampshire
$4.04M -$26.6K -1,258 -0.7%
OBWG
161
Onyx Bridge Wealth Group
New York
$4.04M +$3.33M +157,599 +465%
HF
162
HRT Financial
New York
$3.92M -$3.46M -163,926 -47%
ASFA
163
All Season Financial Advisors
Colorado
$3.91M +$1.56M +73,928 +67%
AHC
164
Adell Harriman & Carpenter
Texas
$3.82M +$15.8K +750 +0.4%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$3.79M +$430K +20,385 +13%
AFP
166
Ausdal Financial Partners
Iowa
$3.68M -$115K -5,454 -3%
VCM
167
Virtue Capital Management
Tennessee
$3.63M -$212K -10,021 -6%
NA
168
NewEdge Advisors
Louisiana
$3.62M -$167K -7,892 -4%
SFG
169
Sage Financial Group
Pennsylvania
$3.57M -$4.53M -214,660 -56%
Simplex Trading
170
Simplex Trading
Illinois
$3.56M +$3.56M +168,527 New
SWP
171
Significant Wealth Partners
Illinois
$3.48M +$3.14M +148,577 +932%
TI
172
Tidal Investments
Wisconsin
$3.44M +$47.4K +2,247 +1%
TCM
173
Triumph Capital Management
Colorado
$3.43M +$265K +12,570 +8%
CTC
174
Central Trust Company
Missouri
$3.38M +$45.8K +2,169 +1%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$3.35M -$4.22M -199,802 -56%