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Invesco Senior Loan ETF

317 hedge funds and large institutions have $3.29B invested in Invesco Senior Loan ETF in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 93

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 311317 (+6)

0.36% more ownership

Funds ownership: 83.3%83.66% (+0.36%)

3% less capital invested

Capital invested by funds: $3.4B → $3.29B (-$102M)

87% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $190M

Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
6.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
47
Increased
120
Reduced
93
Closed
37
Calls
$23.7M
Puts
$190M
Net Calls
-$166M
Net Calls Change
+$245M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
AlphaCentric Advisors
Puerto Rico
$374K +$319K +14,694 +581%
FAIM
202
Financial Advocates Investment Management
Washington
$371K -$74.8K -3,444 -17%
HighTower Advisors
203
HighTower Advisors
Illinois
$358K +$7.43K +342 +2%
NFG
204
Next Financial Group
Texas
$354K +$22.9K +1,054 +7%
BRWM
205
B. Riley Wealth Management
Tennessee
$352K +$351K +16,172 New
MA
206
MUFG Americas
New York
$347K +$12.2K +563 +4%
CW
207
CreativeOne Wealth
Kansas
$332K +$9.26K +426 +3%
KWA
208
KCS Wealth Advisory
California
$332K +$332K +15,264 New
APA
209
American Portfolios Advisors
New York
$319K +$17.3K +795 +6%
AT
210
Arden Trust
Delaware
$307K -$24.6K -1,130 -7%
PA
211
Pinnacle Associates
New York
$296K +$296K +13,628 New
ECA
212
Elevated Capital Advisors
Utah
$295K -$6.48K -298 -2%
IFA
213
Interactive Financial Advisors
Illinois
$295K +$79K +3,636 +37%
AAM
214
Advisors Asset Management
Colorado
$287K -$34.8K -1,600 -11%
CS
215
Credit Suisse
Switzerland
$283K -$7.84M -361,000 -97%
EFSCE
216
Enterprise Financial Services Corp (EFSC)
Missouri
$282K -$252K -11,599 -47%
AIC
217
Ameritas Investment Company
Nebraska
$281K
WCM
218
Wealthcare Capital Management
Virginia
$278K +$37.5K +1,726 +16%
RCA
219
Rowland Carmichael Advisors
Arizona
$275K
FFS
220
Founders Financial Securities
Maryland
$275K +$275K +12,633 New
FA
221
FC Advisory
Pennsylvania
$273K +$53.8K +2,475 +25%
FTUS
222
Flow Traders U.S.
New York
$272K +$272K +12,528 New
NB
223
NBT Bank
New York
$266K
IFG
224
Independent Financial Group
California
$264K +$22.5K +1,035 +9%
BCM
225
Brookstone Capital Management
Illinois
$262K -$86.4K -3,975 -25%