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Invesco AAA CLO Floating Rate Note ETF

45 hedge funds and large institutions have $153M invested in Invesco AAA CLO Floating Rate Note ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+14
Holders Change %
+45.16%
% of All Funds
0.6%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
19
Increased
16
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
26
Napa Wealth Management
California
$673K +$256K +9,973 +61%
RIA
27
Regal Investment Advisors
Michigan
$510K +$83.4K +3,253 +20%
Truist Financial
28
Truist Financial
North Carolina
$349K +$349K +13,626 New
AWA
29
Authentikos Wealth Advisory
California
$347K +$347K +13,544 New
GGV
30
GG Group Ventures
Florida
$335K
CB
31
Chris Bulman
California
$333K +$333K +12,982 New
Q1WB
32
Quest 10 Wealth Builders
Virginia
$331K +$331K +12,906 New
BW
33
Bison Wealth
Georgia
$327K -$410K -16,010 -56%
OMC
34
Old Mission Capital
Illinois
$274K +$274K +10,697 New
LI
35
LifeWealth Investments
Florida
$252K +$252K +9,810 New
SWM
36
Seed Wealth Management
Illinois
$227K -$72.6K -2,830 -24%
PSFG
37
Park Square Financial Group
Georgia
$191K +$191K +7,460 New
FWM
38
FLP Wealth Management
Arkansas
$142K +$142K +5,546 New
UBS Group
39
UBS Group
Switzerland
$138K +$138K +5,363 New
T
40
Transce3nd
Texas
$76.6K +$76.6K +2,987 New
PS
41
Principal Securities
Iowa
$25.6K
PA
42
Pineridge Advisors
Missouri
$12K +$12K +469 New
Comerica Bank
43
Comerica Bank
Texas
$11.7K
LWANC
44
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.08K +$4.08K +159 New
SCM
45
Sterling Capital Management
North Carolina
$769 +$769 +30 New
Jane Street
46
Jane Street
New York
-$1.6M -62,548 Closed
WWA
47
WCG Wealth Advisors
Nevada
-$1.08M -42,286 Closed
FIC
48
Family Investment Center
Missouri
-$360K -14,025 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$332K -12,946 Closed
HF
50
HRT Financial
New York
-$217K -8,491 Closed