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Invesco Senior Loan ETF

260 hedge funds and large institutions have $2.56B invested in Invesco Senior Loan ETF in 2015 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 75 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.53%
New
43
Increased
75
Reduced
113
Closed
34
Calls
$8.53M
Puts
$32.9M
Net Calls
-$24.3M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Shares
Change %
AL
201
Aspiriant LLC
California
$281K +$281K +7,853 New
WA
202
WFG Advisors
Texas
$272K -$58.3K -2,604 -18%
SPC
203
Sigma Planning Corp
Michigan
$270K -$177K -7,890 -40%
SFM
204
Signet Financial Management
New Jersey
$268K -$39.4K -1,759 -13%
Franklin Resources
205
Franklin Resources
California
$264K -$81M -3,620,708 -100%
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$262K +$262K +11,718 New
PAS
207
Partnervest Advisory Services
California
$255K -$129K -5,743 -34%
SFA
208
Sequoia Financial Advisors
Ohio
$246K -$4K -179 -2%
RC
209
Roundview Capital
New Jersey
$245K -$6.21M -277,640 -96%
Natixis Advisors
210
Natixis Advisors
Massachusetts
$245K -$66.5K -2,973 -21%
EAMA
211
EFG Asset Management (Americas)
Florida
$243K -$68.1K -3,640 -22%
SI
212
SII Investments
Wisconsin
$242K -$68.1K -3,073 -22%
BRWM
213
B. Riley Wealth Management
Tennessee
$236K -$345K -15,470 -59%
OC
214
Oarsman Capital
Wisconsin
$232K +$27.5K +1,226 +13%
PLFAM
215
Pineno Levin & Ford Asset Management
Virginia
$226K -$11.2K -500 -5%
UMA
216
USA Mutuals Advisors
Texas
$224K
PFP
217
Pinnacle Financial Partners
Tennessee
$218K +$218K +9,715 New
SAM
218
SignalPoint Asset Management
Missouri
$209K -$1.75K -78 -0.8%
RMC
219
Regis Management Company
California
$208K +$208K +9,290 New
FF
220
Friedenthal Financial
New Jersey
$206K -$49.9K -2,221 -19%
CCA
221
Catalyst Capital Advisors
New York
$204K
YMRC
222
Yorktown Management & Research Company
Virginia
$202K -$67.3K -3,000 -25%
BHBT
223
Burke & Herbert Bank & Trust
Virginia
$202K
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$201K +$201K +8,943 New
Manulife (Manufacturers Life Insurance)
225
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K +$18.5K +827,556 +10%