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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
Holders
90
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
Bank of America
26
Bank of America
North Carolina
$2.48M
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.41M
CWM
28
Cedar Wealth Management
California
$2.39M
GIA
29
Gladstone Institutional Advisory
Florida
$2.34M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.3M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$2.29M
SLWA
32
San Luis Wealth Advisors
California
$2.15M
Jones Financial Companies
33
Jones Financial Companies
Missouri
$1.82M
BF
34
Brucke Financial
Indiana
$1.77M
SC
35
Sepio Capital
Utah
$1.72M
SAW
36
Signal Advisors Wealth
Michigan
$1.54M
Osaic Holdings
37
Osaic Holdings
Arizona
$1.52M
LWL
38
Leo Wealth LLC
Texas
$1.49M
MF
39
Meridian Financial
Massachusetts
$1.46M
Mariner
40
Mariner
Kansas
$1.39M
BOSSRA
41
B.O.S.S. Retirement Advisors
Utah
$1.32M
JCM
42
Jacobi Capital Management
Pennsylvania
$1.15M
BAM
43
BOS Asset Management
Illinois
$995K
WWM
44
Western Wealth Management
Colorado
$977K
SW
45
Simplicity Wealth
New Jersey
$836K
VAM
46
Vienna Asset Management
California
$790K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$770K
AWM
48
Avaii Wealth Management
Wisconsin
$702K
Citadel Advisors
49
Citadel Advisors
Florida
$668K
PFG
50
PAX Financial Group
Texas
$665K