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Invesco AAA CLO Floating Rate Note ETF

83 hedge funds and large institutions have $313M invested in Invesco AAA CLO Floating Rate Note ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.13M
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$1.98M
GIA
28
Gladstone Institutional Advisory
Florida
$1.93M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.92M
CWM
30
Cedar Wealth Management
California
$1.9M
JCM
31
Jacobi Capital Management
Pennsylvania
$1.79M
Jane Street
32
Jane Street
New York
$1.68M
Goldman Sachs
33
Goldman Sachs
New York
$1.43M
Osaic Holdings
34
Osaic Holdings
Arizona
$1.42M
BF
35
Brucke Financial
Indiana
$1.24M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.2M
MF
37
Meridian Financial
Massachusetts
$1.13M
KCM
38
Key Capital Management
Tennessee
$1.1M
Jones Financial Companies
39
Jones Financial Companies
Missouri
$1.08M
BAM
40
BOS Asset Management
Illinois
$997K
VAM
41
Vienna Asset Management
California
$925K
WWM
42
Western Wealth Management
Colorado
$890K
LI
43
LifeWealth Investments
Florida
$736K
SC
44
Sepio Capital
Utah
$730K
Citadel Advisors
45
Citadel Advisors
Florida
$718K
AWM
46
Avaii Wealth Management
Wisconsin
$642K
Truist Financial
47
Truist Financial
North Carolina
$615K
SPIA
48
Steward Partners Investment Advisory
New York
$604K
RIA
49
Regal Investment Advisors
Michigan
$586K
SW
50
Simplicity Wealth
New Jersey
$550K