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Invesco Senior Loan ETF

382 hedge funds and large institutions have $5.85B invested in Invesco Senior Loan ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 169 increasing their positions, 110 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 110

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

5.72% more ownership

Funds ownership: 83.59%89.3% (+5.7%)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

3% more capital invested

Capital invested by funds: $5.68B → $5.85B (+$169M)

1% more funds holding

Funds holding: 380382 (+2)

93% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $226M

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.69%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
47
Increased
169
Reduced
110
Closed
39
Calls
$14.8M
Puts
$226M
Net Calls
-$212M
Net Calls Change
+$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$1.14M -$273K -12,330 -19%
NF
202
Nikulski Financial
Iowa
$1.11M +$745K +33,700 +204%
TPA
203
Trivium Point Advisory
Connecticut
$1.09M -$308K -13,910 -22%
KPWS
204
Kestra Private Wealth Services
Texas
$1.04M -$143K -6,480 -12%
DC
205
Davenport & Co
Virginia
$1.03M +$22.2K +1,003 +2%
KPCM
206
Kings Point Capital Management
New York
$1.02M +$3.01K +136 +0.3%
IB
207
Intrust Bank
Kansas
$1.01M +$240K +10,860 +31%
Calamos Advisors
208
Calamos Advisors
Illinois
$1.01M +$1.01M +45,865 New
FCCM
209
First City Capital Management
Georgia
$948K -$258K -11,650 -21%
APWA
210
Atlas Private Wealth Advisors
New Jersey
$903K +$129K +5,825 +17%
TCWM
211
Total Clarity Wealth Management
Illinois
$901K +$56.5K +2,556 +7%
Kovitz Investment Group Partners
212
Kovitz Investment Group Partners
Illinois
$884K -$16.7K -754 -2%
WS
213
Wedbush Securities
California
$854K -$200K -9,061 -19%
UCFA
214
United Capital Financial Advisors
Texas
$836K +$81.7K +3,696 +11%
WF
215
Welch & Forbes
Massachusetts
$834K -$40.9K -1,851 -5%
OMC
216
Overbrook Management Corp
New York
$797K -$171K -7,726 -18%
IWN
217
Independent Wealth Network
Iowa
$790K +$789K +35,697 New
HWMA
218
Heritage Wealth Management (Arizona)
Arizona
$767K +$85.5K +3,867 +13%
GCP
219
Gill Capital Partners
Colorado
$763K
VAG
220
VisionPoint Advisory Group
Texas
$761K -$455K -20,578 -37%
BHB
221
Bank Hapoalim BM
Israel
$690K
CHAM
222
Clear Harbor Asset Management
Connecticut
$680K -$15.5K -700 -2%
MWA
223
Martel Wealth Advisors
Washington
$671K -$531 -24 -0.1%
OIA
224
Optimum Investment Advisors
Illinois
$666K -$204K -9,250 -24%
N
225
Natixis
France
$654K -$9.97K -451 -2%