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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
BFC
176
Blue Fin Capital
Rhode Island
$3.35M -$1.69K -80 -0.1%
FWS
177
FinDec Wealth Services
California
$3.34M +$17.1K +811 +0.5%
HWA
178
HCR Wealth Advisors
California
$3.22M -$11.9K -563 -0.4%
TSS
179
Two Sigma Securities
New York
$3.17M +$1.48M +70,007 +87%
MWM
180
Mission Wealth Management
California
$3.11M +$212K +10,053 +7%
FCBT
181
First Citizens Bank & Trust
North Carolina
$3.07M +$1M +47,572 +49%
PCMM
182
Piedmont Capital Management (Montana)
Montana
$3.03M +$213K +10,102 +8%
DFCM
183
Dark Forest Capital Management
Puerto Rico
$2.99M -$4.02M -190,312 -57%
CST
184
Charles Schwab Trust
Nevada
$2.95M +$482K +22,830 +20%
WS
185
Wedbush Securities
California
$2.92M -$10.1K -480 -0.3%
SC
186
Sykon Capital
New York
$2.9M +$1.68M +79,569 +139%
TT
187
TI-Trust
Illinois
$2.86M
AP
188
Appleton Partners
Massachusetts
$2.85M +$51.1K +2,422 +2%
D.E. Shaw & Co
189
D.E. Shaw & Co
New York
$2.74M +$2.74M +129,600 New
WC
190
Waterloo Capital
Texas
$2.71M +$593K +28,084 +28%
RAM
191
Riggs Asset Management
Pennsylvania
$2.7M -$124K -5,860 -4%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$2.7M -$8.8M -416,761 -77%
PWM
193
Perigon Wealth Management
California
$2.69M +$533K +25,245 +25%
MLM
194
Mount Lucas Management
Pennsylvania
$2.62M +$13.8K +654 +0.5%
PIWA
195
Prevail Innovative Wealth Advisors
Kansas
$2.58M +$54.9K +2,600 +2%
GDP
196
Great Diamond Partners
Maine
$2.56M +$11.6K +548 +0.5%
CA
197
Cetera Advisors
Colorado
$2.52M +$1.12M +52,887 +80%
OPA
198
Old Port Advisors
Maine
$2.51M +$272K +12,872 +12%
CRWM
199
Castle Rock Wealth Management
California
$2.45M +$55.7K +2,638 +2%
DWM
200
Destination Wealth Management
California
$2.42M +$72K +3,409 +3%