We are live on ! Find out more
BKLN icon

Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
201
Garner Asset Management Corp
Texas
$1.79M +$185K +8,790 +11%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$1.73M -$458K -21,799 -21%
Prudential Financial
203
Prudential Financial
New Jersey
$1.7M +$219K +10,426 +15%
Mirae Asset Global Investments
204
Mirae Asset Global Investments
South Korea
$1.7M -$322K -15,300 -16%
SEIA
205
Signature Estate & Investment Advisors
California
$1.67M +$435K +20,691 +35%
DG
206
DMC Group
Alabama
$1.64M -$426K -20,248 -21%
WWM
207
WT Wealth Management
Arizona
$1.61M -$2.37M -112,945 -60%
PFS
208
Prospera Financial Services
Texas
$1.6M -$67K -3,188 -4%
WI
209
WBI Investments
New Jersey
$1.59M +$1.59M +75,822 New
WTC
210
WhitTier Trust Company
Nevada
$1.57M +$249K +11,860 +19%
HighTower Advisors
211
HighTower Advisors
Illinois
$1.57M -$1.07M -51,044 -40%
LSC
212
Logan Stone Capital
Illinois
$1.55M -$510K -24,251 -25%
SFC
213
Strategic Financial Concepts
Texas
$1.53M -$30.7M -1,461,559 -95%
CIA
214
Concurrent Investment Advisors
Florida
$1.51M +$233K +11,065 +18%
WA
215
Waverly Advisors
Alabama
$1.5M -$4.83K -230 -0.3%
FA
216
FC Advisory
Pennsylvania
$1.5M +$8.49K +404 +0.6%
PCA
217
Peddock Capital Advisors
Massachusetts
$1.49M +$8.24K +392 +0.6%
AUIM
218
Aegon USA Investment Management
Iowa
$1.49M -$140K -6,640 -9%
DDPIC
219
Deroy & Devereaux Private Investment Counsel
Michigan
$1.44M
QC
220
Quadrature Capital
United Kingdom
$1.39M +$812K +38,657 +141%
MI
221
Motiv8 Investments
Florida
$1.36M +$150K +7,159 +12%
HPFG
222
Hart & Patterson Financial Group
Massachusetts
$1.35M -$3.32K -158 -0.2%
CCC
223
Chesapeake Capital Corp
Florida
$1.33M +$292K +13,893 +28%
AWA
224
Aletheian Wealth Advisors
Washington
$1.32M +$45.3K +2,153 +4%
IFG
225
Independent Financial Group
California
$1.31M +$97.8K +4,653 +8%