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Invesco Senior Loan ETF

449 hedge funds and large institutions have $5.61B invested in Invesco Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 141 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 59

16.4% more ownership

Funds ownership: 90.45%106.86% (+16%)

16% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 141

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

2% more funds holding

Funds holding: 440449 (+9)

4% more capital invested

Capital invested by funds: $5.37B → $5.61B (+$236M)

96% less call options, than puts

Call options by funds: $41.4M | Put options by funds: $1.02B

Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.08%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
75
Increased
163
Reduced
141
Closed
59
Calls
$41.4M
Puts
$1.02B
Net Calls
-$979M
Net Calls Change
-$669M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
201
Golden State Equity Partners
California
$1.27M -$361K -16,537 -22%
UCFA
202
United Capital Financial Advisors
Texas
$1.26M +$420K +19,237 +50%
RCA
203
Ranch Capital Advisors
Florida
$1.25M +$48.9K +2,240 +4%
SWM
204
Spire Wealth Management
Virginia
$1.25M +$309K +14,130 +24%
CAN
205
Cetera Advisor Networks
California
$1.25M -$30.6K -1,401 -2%
HighTower Advisors
206
HighTower Advisors
Illinois
$1.24M -$12.5K -571 -1%
BCM
207
BlueCrest Capital Management
Jersey
$1.24M -$2.98M -136,521 -71%
PCA
208
Peddock Capital Advisors
Massachusetts
$1.2M +$160K +7,331 +15%
MBTD
209
Mechanics Bank - Trust Department
California
$1.17M +$1.18M +53,900 New
IAN
210
Integrated Advisors Network
Texas
$1.17M +$63.9K +2,923 +6%
AG
211
Ascent Group
Virginia
$1.15M +$62.4K +2,856 +6%
NF
212
Nikulski Financial
Iowa
$1.15M +$53.5K +2,450 +5%
CAM
213
Cresset Asset Management
Illinois
$1.15M +$941K +43,074 +449%
H
214
HoyleCohen
California
$1.14M -$1.15M -52,820 -50%
SC
215
Solstein Capital
California
$1.14M -$44.2K -2,022 -4%
OPCM
216
Osborne Partners Capital Management
California
$1.14M -$21.1K -964 -2%
PPA
217
Parametric Portfolio Associates
Washington
$1.13M +$1.13M +51,759 New
PBO
218
Peoples Bank (Ohio)
Ohio
$1.09M +$1.09M +49,951 New
ADBIC
219
A.D. Beadell Investment Counsel
Wisconsin
$1.08M
TPA
220
Trivium Point Advisory
Connecticut
$1.06M -$43.3K -1,982 -4%
KWM
221
Kingsview Wealth Management
Oregon
$1.06M +$71.2K +3,261 +7%
IA
222
IFP Advisors
Florida
$1.05M +$863K +39,478 +751%
LTI
223
Laffer Tengler Investments
Tennessee
$1.04M -$139K -6,371 -12%
APWA
224
Atlas Private Wealth Advisors
New Jersey
$1.03M +$32.1K +1,470 +3%
MA
225
Mutual Advisors
Nebraska
$1.03M +$476K +21,786 +85%