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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
BIP
151
Blue Investment Partners
California
$3.98M -$2.87M -136,750 -42%
AFP
152
Ausdal Financial Partners
Iowa
$3.86M +$48.6K +2,312 +1%
AHC
153
Adell Harriman & Carpenter
Texas
$3.76M -$9.67K -460 -0.3%
CTC
154
Central Trust Company
Missouri
$3.7M +$381K +18,130 +11%
FAP
155
Financial Advisory Partners
Florida
$3.65M +$765K +36,380 +26%
PCMM
156
Piedmont Capital Management (Montana)
Montana
$3.58M +$540K +25,695 +18%
BFC
157
Blue Fin Capital
Rhode Island
$3.37M -$20.4K -970 -0.6%
VCM
158
Virtue Capital Management
Tennessee
$3.28M -$304K -14,464 -8%
PIWA
159
Prevail Innovative Wealth Advisors
Kansas
$3.27M -$67.5K -3,212 -2%
GAA
160
Guardian Asset Advisors
Pennsylvania
$3.19M +$1.97M +93,508 +161%
CPBTD
161
Central Pacific Bank - Trust Division
Hawaii
$3.17M -$510K -24,275 -14%
TI
162
Tidal Investments
Wisconsin
$3.12M -$6.46M -307,518 -67%
HWA
163
HCR Wealth Advisors
California
$3.11M -$92K -4,379 -3%
OPA
164
Old Port Advisors
Maine
$2.92M +$327K +15,556 +13%
AWM
165
Apollon Wealth Management
South Carolina
$2.92M +$571K +27,159 +24%
SWM
166
Spire Wealth Management
Virginia
$2.9M -$5.27M -250,938 -65%
BFA
167
Brendel Financial Advisors
New Hampshire
$2.89M -$1.08M -51,396 -27%
AP
168
Appleton Partners
Massachusetts
$2.86M +$46.6K +2,219 +2%
FHB
169
First Hawaiian Bank
Hawaii
$2.84M -$494K -23,485 -15%
TT
170
TI-Trust
Illinois
$2.84M
IWC
171
Integrated Wealth Concepts
Massachusetts
$2.82M +$185K +8,781 +7%
TCWM
172
Total Clarity Wealth Management
Illinois
$2.81M +$93K +4,426 +3%
CCM
173
Crabel Capital Management
California
$2.77M +$1.48M +70,291 +114%
FCBT
174
First Citizens Bank & Trust
North Carolina
$2.76M -$75.9K -3,612 -3%
JSAM
175
J. Safra Asset Management
New York
$2.73M +$200K +9,522 +8%