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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.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
8
Increased
33
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.7M 66,313 -25,434 -28%
GIA
27
Gladstone Institutional Advisory
Florida
$1.49M 58,155 +9,979 +21%
ESL
28
Endurance Services Ltd
New York
$1.28M 50,000
OMC
29
Old Mission Capital
Illinois
$1.27M 49,790 +41,718 +517%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.11M 43,574 +3,825 +10%
EWM
31
Elevatus Welath Management
New York
$1.09M 42,670 -615,690 -94%
Citadel Advisors
32
Citadel Advisors
Florida
$953K 37,285 +27,148 +268%
FGA
33
Fortis Group Advisors
New Jersey
$833K 32,572 +8,580 +36%
BAM
34
BOS Asset Management
Illinois
$747K 29,239
RIA
35
Regal Investment Advisors
Michigan
$731K 28,615 +2,542 +10%
WWM
36
Western Wealth Management
Colorado
$698K 27,327 +10,002 +58%
NWM
37
Napa Wealth Management
California
$687K 26,884 -1,039 -4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$669K 26,184 +9,975 +62%
HCM
39
Howard Capital Management
Georgia
$620K 24,262 +24,262 New
CIA
40
Concurrent Investment Advisors
Florida
$597K 23,349 +5,899 +34%
SW
41
Simplicity Wealth
New Jersey
$531K 20,772 +8,836 +74%
LI
42
LifeWealth Investments
Florida
$525K 20,559 +3,867 +23%
CB
43
Chris Bulman
California
$471K 18,425 +5,903 +47%
TAM
44
TCP Asset Management
Ohio
$412K 16,130 -4,501 -22%
AWM
45
Avaii Wealth Management
Wisconsin
$396K 15,478 +5,744 +59%
Truist Financial
46
Truist Financial
North Carolina
$371K 14,506 +1,158 +9%
HI
47
Harbour Investments
Wisconsin
$326K 12,766 +8,670 +212%
FTUS
48
Flow Traders U.S.
New York
$280K 10,939 -18,026 -62%
WIA
49
World Investment Advisors
California
$269K 10,529 -80 -0.8%
TWM
50
Triton Wealth Management
Arizona
$263K 10,284 +10,284 New