We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

507 hedge funds and large institutions have $6.63B invested in Invesco Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 150 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 150

32% more funds holding in top 10

Funds holding in top 10: 3749 (+12)

22% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.09M

17% more capital invested

Capital invested by funds: $5.67B → $6.63B (+$955M)

5% more funds holding

Funds holding: 482507 (+25)

4.83% less ownership

Funds ownership: 96.83%92% (-4.8%)

Holders
507
Holders Change
+25
Holders Change %
+5.19%
% of All Funds
7.3%
Holding in Top 10
49
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+32.43%
% of All Funds
0.71%
New
78
Increased
207
Reduced
150
Closed
47
Calls
$7.44M
Puts
$6.09M
Net Calls
+$1.35M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
201
Welch & Forbes
Massachusetts
$2.39M -$767K -36,322 -24%
MAM
202
MMA Asset Management
Pennsylvania
$2.39M -$25.8K -1,220 -1%
CCM
203
Crabel Capital Management
California
$2.37M -$1.38M -65,515 -37%
FAP
204
Financial Advisory Partners
Florida
$2.37M +$62.1K +2,940 +3%
AWM
205
AE Wealth Management
Kansas
$2.36M -$68.5K -3,246 -3%
Stifel Financial
206
Stifel Financial
Missouri
$2.35M -$451K -21,356 -16%
PA
207
Perennial Advisors
New York
$2.35M -$88.6K -4,197 -4%
FHB
208
First Hawaiian Bank
Hawaii
$2.3M
CPBTD
209
Central Pacific Bank - Trust Division
Hawaii
$2.23M +$2.23M +105,695 New
CCC
210
Chesapeake Capital Corp
Florida
$2.17M -$732K -34,665 -25%
DG
211
DMC Group
Alabama
$2.16M +$90K +4,260 +4%
AWS
212
Atria Wealth Solutions
New York
$2.13M +$837K +39,628 +65%
AWM
213
Apollon Wealth Management
South Carolina
$2.12M +$122K +5,796 +6%
PAS
214
Park Avenue Securities
New York
$2.1M +$647K +30,653 +45%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$142K +6,745 +8%
AI
216
AXS Investments
New York
$2.01M +$655K +31,000 +48%
BCI
217
Brinker Capital Investments
Pennsylvania
$2.01M +$1.49M +70,585 +290%
OPS
218
Orion Portfolio Solutions
Nebraska
$2.01M +$1.49M +70,585 +290%
HighTower Advisors
219
HighTower Advisors
Illinois
$1.99M +$602K +28,486 +43%
TCWM
220
Total Clarity Wealth Management
Illinois
$1.98M +$411K +19,482 +26%
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$1.96M +$989K +46,841 +102%
GRP
222
Global Retirement Partners
California
$1.9M +$395K +18,715 +26%
PFS
223
Prospera Financial Services
Texas
$1.82M +$10.7K +509 +0.6%
WA
224
Waverly Advisors
Alabama
$1.81M +$1.8M +85,446 New
GEM
225
Global Endowment Management
North Carolina
$1.8M