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Invesco AAA CLO Floating Rate Note ETF
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Overview Fund Activity

64 hedge funds and large institutions have $222M invested in Invesco AAA CLO Floating Rate Note ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+19
Holders Change %
+42.22%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$27.1M
2
LPL Financial
LPL Financial
California
$35M
3
PCP
Proficio Capital Partners
Massachusetts
$8.44M
4
EWM
Elevatus Welath Management
New York
$16.8M
5
JWCA
J.W. Cole Advisors
Florida
$6.85M

Top Sellers

1
EFG
Elm3 Financial Group
Georgia
$8.45M
2
DMKJ
David M. Knott Jr
$1.8M
3
FFS
Founders Financial Securities
Maryland
$0
4
AWM
AE Wealth Management
Kansas
$15.6M
5
FTUS
Flow Traders U.S.
New York
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
Gladstone Institutional Advisory
Florida
$1.23M +$1.23M +48,176 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.22M -$278K -10,912 -19%
CWM
28
Cedar Wealth Management
California
$1.2M +$1.2M +47,163 New
PAG
29
Private Advisor Group
New Jersey
$1.07M +$1.07M +41,856 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.01M +$1.01M +39,749 New
BAM
31
BOS Asset Management
Illinois
$745K – – –
FTUS
32
Flow Traders U.S.
New York
$738K -$744K -29,183 -50%
NWM
33
Napa Wealth Management
California
$712K +$42.8K +1,681 +6%
Jane Street
34
Jane Street
New York
$680K +$680K +26,666 New
RIA
35
Regal Investment Advisors
Michigan
$665K +$157K +6,170 +31%
FGA
36
Fortis Group Advisors
New Jersey
$612K +$612K +23,992 New
TAM
37
TCP Asset Management
Ohio
$526K -$549K -21,536 -51%
AWM
38
Axxcess Wealth Management
California
$523K +$523K +20,521 New
CIA
39
Concurrent Investment Advisors
Florida
$445K +$445K +17,450 New
WWM
40
Western Wealth Management
Colorado
$442K +$442K +17,325 New
LI
41
LifeWealth Investments
Florida
$425K +$175K +6,882 +70%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$413K +$413K +16,209 New
Q1WB
43
Quest 10 Wealth Builders
Virginia
$394K +$64.8K +2,543 +20%
Truist Financial
44
Truist Financial
North Carolina
$340K -$7.09K -278 -2%
QFW
45
QTR Family Wealth
Florida
$325K +$325K +12,732 New
CB
46
Chris Bulman
California
$319K -$11.7K -460 -4%
SW
47
Simplicity Wealth
New Jersey
$304K +$304K +11,936 New
NA
48
NewEdge Advisors
Louisiana
$297K +$297K +11,662 New
WIA
49
World Investment Advisors
California
$270K +$270K +10,609 New
Citadel Advisors
50
Citadel Advisors
Florida
$258K +$258K +10,137 New
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