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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
AWS
176
Atria Wealth Solutions
New York
$2.7M +$77.5K +3,686 +3%
NA
177
NewEdge Advisors
Louisiana
$2.68M +$8.89K +423 +0.3%
MLM
178
Mount Lucas Management
Pennsylvania
$2.68M +$179K +8,506 +7%
Fiera Capital (Canada)
179
Fiera Capital (Canada)
Quebec, Canada
$2.63M
TC
180
TownSquare Capital
Utah
$2.53M +$287K +13,661 +13%
CST
181
Charles Schwab Trust
Nevada
$2.49M -$414K -19,689 -14%
MMA
182
Miracle Mile Advisors
California
$2.48M -$8.01M -380,904 -76%
AWM
183
AE Wealth Management
Kansas
$2.46M +$19.9K +945 +0.8%
GDP
184
Great Diamond Partners
Maine
$2.43M -$21.7K -1,031 -0.9%
MPCG
185
Matrix Private Capital Group
New York
$2.39M +$988K +46,985 +70%
WF
186
Welch & Forbes
Massachusetts
$2.38M
DWM
187
Destination Wealth Management
California
$2.35M +$23.6K +1,122 +1%
BWM
188
Brown Wealth Management
Illinois
$2.35M +$237K +11,269 +11%
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$2.34M +$2.34M +111,530 New
DWM
190
Diversify Wealth Management
Utah
$2.32M +$529K +25,163 +29%
WS
191
Wedbush Securities
California
$2.29M +$1.73M +82,344 +308%
Mitsubishi UFJ Asset Management
192
Mitsubishi UFJ Asset Management
Japan
$2.14M +$263K +12,500 +14%
TCM
193
Tradewinds Capital Management
Washington
$2.13M +$97K +4,616 +5%
CCMG
194
Clark Capital Management Group
Pennsylvania
$2.08M +$2.08M +98,791 New
SFG
195
Sage Financial Group
Pennsylvania
$2.06M -$2.09M -99,655 -50%
FCC
196
Florin Court Capital
United Kingdom
$2.02M -$1.9M -90,400 -48%
TCM
197
Triumph Capital Management
Colorado
$1.95M -$1.08M -51,518 -36%
SF
198
Synovus Financial
Georgia
$1.9M +$208K +9,887 +12%
SC
199
Sykon Capital
New York
$1.86M -$552K -26,246 -23%
ASFA
200
All Season Financial Advisors
Colorado
$1.85M -$1.16M -54,999 -38%