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Invesco Senior Loan ETF

405 hedge funds and large institutions have $4.19B invested in Invesco Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-40
Holders Change %
-8.99%
% of All Funds
6.85%
Holding in Top 10
18
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-30.77%
% of All Funds
0.3%
New
35
Increased
128
Reduced
167
Closed
70
Calls
$149M
Puts
$1.6B
Net Calls
-$1.45B
Net Calls Change
-$474M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$953K -$2.65M -130,653 -74%
KWM
202
Kingsview Wealth Management
Oregon
$948K -$41.8K -2,061 -4%
TPA
203
Trivium Point Advisory
Connecticut
$945K -$53K -2,590 -5%
Calamos Advisors
204
Calamos Advisors
Illinois
$930K
ADBIC
205
A.D. Beadell Investment Counsel
Wisconsin
$926K -$76.9K -3,799 -8%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$889K +$35.5K +1,749 +4%
TSS
207
Two Sigma Securities
New York
$870K +$431K +21,243 +98%
CI Investments Inc
208
CI Investments Inc
Ontario, Canada
$851K -$719K -35,500 -46%
IB
209
Intrust Bank
Kansas
$837K -$19.2K -949 -2%
Fiera Capital (Canada)
210
Fiera Capital (Canada)
Quebec, Canada
$811K
Man Group
211
Man Group
United Kingdom
$803K -$6.44M -295,587 Closed
Kovitz Investment Group Partners
212
Kovitz Investment Group Partners
Illinois
$795K -$12.2K -600 -2%
FCCM
213
First City Capital Management
Georgia
$776K -$21.7K -1,070 -3%
Prudential Financial
214
Prudential Financial
New Jersey
$770K -$107K -5,217 -12%
PA
215
Pinnacle Associates
New York
$763K -$651K -32,110 -46%
CCWA
216
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$762K +$762K +37,587 New
GCP
217
Gill Capital Partners
Colorado
$751K
IWN
218
Independent Wealth Network
Iowa
$746K +$4.84K +239 +0.7%
SFG
219
Sage Financial Group
Pennsylvania
$745K +$745K +36,760 New
RA
220
Riversedge Advisors
Delaware
$720K +$93.9K +4,631 +15%
CIS
221
Continental Investors Services
Washington
$704K +$78.9K +3,890 +13%
MIAN
222
Mariner Independent Advisor Network
Kansas
$702K +$702K +34,317 New
BRWA
223
B. Riley Wealth Advisors
Florida
$696K -$2.5K -123 -0.4%
B
224
Barings
North Carolina
$684K
OMC
225
Overbrook Management Corp
New York
$657K -$17.5K -863 -3%