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Invesco AAA CLO Floating Rate Note ETF

90 hedge funds and large institutions have $330M invested in Invesco AAA CLO Floating Rate Note ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

6% more funds holding

Funds holding: 8590 (+5)

2.4% more ownership

Funds ownership: 74.03%76.43% (+2.4%)

4% more capital invested

Capital invested by funds: $316M → $330M (+$14.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
36
Reduced
24
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$2.48M +$348K +13,616 +16%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.41M +$2.41M +94,445 New
CWM
28
Cedar Wealth Management
California
$2.39M +$501K +19,595 +26%
GIA
29
Gladstone Institutional Advisory
Florida
$2.34M +$415K +16,240 +22%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.3M +$390K +15,269 +20%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$2.29M -$2.91M -113,881 -56%
SLWA
32
San Luis Wealth Advisors
California
$2.15M -$663K -25,938 -24%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$1.82M +$742K +29,020 +68%
BF
34
Brucke Financial
Indiana
$1.77M +$539K +21,107 +44%
SC
35
Sepio Capital
Utah
$1.72M +$992K +38,830 +136%
SAW
36
Signal Advisors Wealth
Michigan
$1.54M +$1.54M +60,265 New
Osaic Holdings
37
Osaic Holdings
Arizona
$1.52M +$100K +3,930 +7%
LWL
38
Leo Wealth LLC
Texas
$1.49M +$1.22M +47,740 +450%
MF
39
Meridian Financial
Massachusetts
$1.46M +$334K +13,080 +30%
Mariner
40
Mariner
Kansas
$1.39M -$1.04M -40,618 -43%
BOSSRA
41
B.O.S.S. Retirement Advisors
Utah
$1.32M -$662K -25,902 -33%
JCM
42
Jacobi Capital Management
Pennsylvania
$1.15M -$633K -24,786 -35%
BAM
43
BOS Asset Management
Illinois
$995K
WWM
44
Western Wealth Management
Colorado
$977K +$87.7K +3,433 +10%
SW
45
Simplicity Wealth
New Jersey
$836K +$288K +11,256 +52%
VAM
46
Vienna Asset Management
California
$790K -$134K -5,249 -14%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$770K +$772K +30,201 New
AWM
48
Avaii Wealth Management
Wisconsin
$702K +$61.7K +2,414 +10%
Citadel Advisors
49
Citadel Advisors
Florida
$668K -$48.6K -1,902 -7%
PFG
50
PAX Financial Group
Texas
$665K +$666K +26,079 New