Invesco Senior Ownership
| BKLN Etf | USD 21.09 0.01 0.05% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Invesco |
Invesco Etf Ownership Analysis
Invesco Senior is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 293 constituents with avarage daily trading value of 14.4 M. The fund charges 0.65 percent management fee with a total expences of 0.67 percent of total asset. The fund holds about 19.54% of assets under management (AUM) in fixed income securities. Invesco Senior Loan last dividend was 0.0782 per share. The fund generally will invest at least 80 percent of its total assets in the components of the index. Senior Loan is traded on NYSEARCA Exchange in the United States. For more info on Invesco Senior Loan please contact the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Senior , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| AGPXX | Invesco Short Term Investments | Money Market Fund |
Institutional Etf Holders for Invesco Senior
Invesco Senior Outstanding Bonds
Invesco Senior issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Invesco Senior Loan uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Invesco bonds can be classified according to their maturity, which is the date when Invesco Senior Loan has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 4875 Corp BondUS55336VAG59 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View |
Pair Trading with Invesco Senior
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Senior position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Senior will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Etf
| 0.99 | SRLN | SPDR Blackstone Senior | PairCorr |
| 0.98 | FTSL | First Trust Senior | PairCorr |
| 0.98 | FLBL | Franklin Liberty Senior | PairCorr |
| 0.98 | SEIX | Virtus ETF Trust | PairCorr |
| 0.95 | FLRT | Pacer Pacific Asset | PairCorr |
Moving against Invesco Etf
| 0.94 | MRK | Merck Company Fiscal Year End 6th of February 2025 | PairCorr |
| 0.9 | KO | Coca Cola Sell-off Trend | PairCorr |
| 0.77 | PFE | Pfizer Inc Aggressive Push | PairCorr |
| 0.74 | BA | Boeing Fiscal Year End 29th of January 2025 | PairCorr |
The ability to find closely correlated positions to Invesco Senior could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Senior when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Senior - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Senior Loan to buy it.
The correlation of Invesco Senior is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Senior moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Senior Loan moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Senior can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Invesco Senior Loan. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of Invesco Senior Loan is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Senior's value that differs from its market value or its book value, called intrinsic value, which is Invesco Senior's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Senior's market value can be influenced by many factors that don't directly affect Invesco Senior's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Senior's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Senior is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Senior's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.