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Invesco Senior Loan ETF

517 hedge funds and large institutions have $5.87B invested in Invesco Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 195 increasing their positions, 185 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14% less funds holding in top 10

Funds holding in top 10: 3631 (-5)

18% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 79

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $14.4M

Holders
517
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2K
Puts
$14.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
HCR Wealth Advisors
California
$3.17M
GC
152
Guidance Capital
Kentucky
$3.14M
JSAM
153
J. Safra Asset Management
New York
$3.11M
PIWA
154
Prevail Innovative Wealth Advisors
Kansas
$3.11M
AP
155
Appleton Partners
Massachusetts
$3.05M
WWM
156
WT Wealth Management
Arizona
$2.94M
FCC
157
Florin Court Capital
United Kingdom
$2.93M
PWM
158
Perigon Wealth Management
California
$2.77M
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$2.77M
NG
160
Novem Group
New York
$2.75M
IWC
161
Integrated Wealth Concepts
Massachusetts
$2.75M
AWM
162
AE Wealth Management
Kansas
$2.72M
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
$2.71M
MLM
164
Mount Lucas Management
Pennsylvania
$2.71M
TSS
165
Two Sigma Securities
New York
$2.68M
Loomis, Sayles & Company
166
Loomis, Sayles & Company
Massachusetts
$2.68M
HighTower Advisors
167
HighTower Advisors
Illinois
$2.67M
Fiera Capital (Canada)
168
Fiera Capital (Canada)
Quebec, Canada
$2.62M
BFA
169
Brendel Financial Advisors
New Hampshire
$2.61M
Stifel Financial
170
Stifel Financial
Missouri
$2.58M
DWM
171
Destination Wealth Management
California
$2.56M
GDP
172
Great Diamond Partners
Maine
$2.51M
TCM
173
Tradewinds Capital Management
Washington
$2.41M
TCM
174
TT Capital Management
California
$2.38M
AA
175
Advisory Alpha
Michigan
$2.37M