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Invesco Senior Loan ETF

536 hedge funds and large institutions have $7.71B invested in Invesco Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 220 increasing their positions, 137 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+48
Holders Change %
+9.84%
% of All Funds
7.14%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.59%
New
103
Increased
220
Reduced
137
Closed
45
Calls
$978K
Puts
$17.5M
Net Calls
-$16.6M
Net Calls Change
+$8.73M
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
176
Blue Fin Capital
Rhode Island
$3.18M -$199K -9,448 -6%
FCBT
177
First Citizens Bank & Trust
North Carolina
$3.17M +$403K +19,136 +15%
HWA
178
HCR Wealth Advisors
California
$3.17M +$48.4K +2,297 +2%
BCA
179
Bay Capital Advisors
Virginia
$3.12M +$3.12M +148,289 New
AWS
180
Atria Wealth Solutions
New York
$3.05M +$343K +16,286 +13%
Citadel Advisors
181
Citadel Advisors
Florida
$2.96M -$3.5M -166,166 -54%
AP
182
Appleton Partners
Massachusetts
$2.94M +$70.7K +3,354 +2%
TM
183
TigerOak Management
New Mexico
$2.91M +$2.91M +138,090 New
MPCG
184
Matrix Private Capital Group
New York
$2.9M +$499K +23,672 +21%
JSAM
185
J. Safra Asset Management
New York
$2.86M +$122K +5,780 +4%
TT
186
TI-Trust
Illinois
$2.84M
HF
187
HRT Financial
New York
$2.82M +$2.82M +134,076 New
MLM
188
Mount Lucas Management
Pennsylvania
$2.77M +$85.7K +4,066 +3%
BFA
189
Brendel Financial Advisors
New Hampshire
$2.72M -$179K -8,502 -6%
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$2.71M +$356K +16,916 +15%
NG
191
Novem Group
New York
$2.68M +$2.68M +127,400 New
NA
192
NewEdge Advisors
Louisiana
$2.64M -$45.4K -2,157 -2%
IWC
193
Integrated Wealth Concepts
Massachusetts
$2.64M -$190K -8,998 -7%
Fiera Capital (Canada)
194
Fiera Capital (Canada)
Quebec, Canada
$2.63M
AWM
195
AE Wealth Management
Kansas
$2.62M +$158K +7,516 +6%
PA
196
Perennial Advisors
New York
$2.59M +$2.59M +123,127 New
WS
197
Wedbush Securities
California
$2.56M +$263K +12,490 +11%
GDP
198
Great Diamond Partners
Maine
$2.45M +$14.3K +679 +0.6%
DWM
199
Destination Wealth Management
California
$2.43M +$76.8K +3,645 +3%
SF
200
Synovus Financial
Georgia
$2.42M +$519K +24,652 +27%