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Invesco AAA CLO Floating Rate Note ETF

63 hedge funds and large institutions have $203M invested in Invesco AAA CLO Floating Rate Note ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$15.7M
2 -$8.44M
3 -$4.7M
4
Mariner
Mariner
Kansas
-$3.54M
5
Invesco
Invesco
Georgia
-$2.86M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$38.4M
Bank of New York Mellon
2
Bank of New York Mellon
New York
$27.8M
AWM
3
AE Wealth Management
Kansas
$16.2M
BCM
4
Brookstone Capital Management
Illinois
$12.4M
KWM
5
Kingsview Wealth Management
Oregon
$8.49M
PAG
6
Private Advisor Group
New Jersey
$7.83M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$7.67M
Invesco
8
Invesco
Georgia
$7.03M
EFG
9
Elm3 Financial Group
Georgia
$6.53M
FHA
10
Flagship Harbor Advisors
Massachusetts
$6.4M
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$6.25M
RWA
12
Rooted Wealth Advisors
Illinois
$5.99M
Jane Street
13
Jane Street
New York
$4.79M
Mariner
14
Mariner
Kansas
$3.62M
GSIAS
15
Garden State Investment Advisory Services
New Jersey
$3.12M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.88M
ATS
17
Ashton Thomas Securities
New York
$2.27M
CRI
18
Colonial River Investments
Virginia
$2.26M
AWM
19
Axxcess Wealth Management
California
$2.2M
JWCA
20
J.W. Cole Advisors
Florida
$2.17M
Bank of America
21
Bank of America
North Carolina
$2.15M
SLWA
22
San Luis Wealth Advisors
California
$2.12M
JCM
23
Jacobi Capital Management
Pennsylvania
$1.81M
AAS
24
Asset Allocation Strategies
Michigan
$1.77M
CWM
25
Cedar Wealth Management
California
$1.77M