BKLN icon

Invesco Senior Loan ETF

443 hedge funds and large institutions have $4.62B invested in Invesco Senior Loan ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 137 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+30
Holders Change %
+7.26%
% of All Funds
7.06%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.53%
New
67
Increased
163
Reduced
137
Closed
35
Calls
$21.7M
Puts
$346M
Net Calls
-$324M
Net Calls Change
-$251M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
201
Kingsview Wealth Management
Oregon
$1.4M +$762K +36,286 +120%
I
202
INVST
Indiana
$1.4M +$753K +35,866 +117%
PAS
203
Park Avenue Securities
New York
$1.4M +$102K +4,877 +8%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$1.37M -$98.7K -4,703 -7%
WCM
205
Wealthcare Capital Management
Virginia
$1.36M +$15.5K +738 +1%
AAM
206
Augustine Asset Management
Florida
$1.36M -$14.8K -703 -1%
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$1.35M -$79.7K -3,795 -6%
PA
208
Parallel Advisors
California
$1.31M -$867K -41,326 -40%
AWM
209
Adams Wealth Management
Utah
$1.3M -$265K -12,620 -17%
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$1.3M +$1.15M +55,005 +774%
MOS
211
MGO One Seven
Ohio
$1.3M +$1.3M +62,020 New
KAS
212
Kestra Advisory Services
Texas
$1.28M +$5.21K +248 +0.4%
SF
213
Synovus Financial
Georgia
$1.26M -$77.9K -3,713 -6%
PMA
214
Prudent Man Advisors
Illinois
$1.26M
CAL
215
Capital Analysts LLC
Pennsylvania
$1.24M +$1.18M +56,440 +2,135%
AWS
216
Atria Wealth Solutions
New York
$1.24M -$1.55M -73,651 -56%
First Trust Advisors
217
First Trust Advisors
Illinois
$1.2M -$854K -40,703 -42%
EW
218
Evoke Wealth
California
$1.19M +$1.19M +56,729 New
RWIA
219
Roger Wittlin Investment Advisory
California
$1.19M +$28.4K +1,354 +2%
CCA
220
Column Capital Advisors
Indiana
$1.15M
CF
221
Centaurus Financial
California
$1.15M +$114K +5,427 +11%
TCWM
222
Total Clarity Wealth Management
Illinois
$1.12M -$11.9K -566 -1%
AWA
223
Aletheian Wealth Advisors
Washington
$1.11M -$76K -3,623 -6%
UB
224
UMB Bank
Missouri
$1.1M -$126K -6,011 -10%
SEIA
225
Signature Estate & Investment Advisors
California
$1.07M +$35.9K +1,709 +3%