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Invesco AAA CLO Floating Rate Note ETF

85 hedge funds and large institutions have $316M invested in Invesco AAA CLO Floating Rate Note ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

19% more capital invested

Capital invested by funds: $265M → $316M (+$51.4M)

16% more funds holding

Funds holding: 7385 (+12)

1.98% more ownership

Funds ownership: 72.06%74.03% (+2%)

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
22
Increased
35
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
Simplicity Wealth
New Jersey
$550K +$27.1K +1,058 +5%
WIA
52
World Investment Advisors
California
$536K +$255K +9,980 +91%
LWL
53
Leo Wealth LLC
Texas
$532K +$272K +10,616 New
Q1WB
54
Quest 10 Wealth Builders
Virginia
$506K -$11.8K -460 -2%
JWCA
55
J.W. Cole Advisors
Florida
$415K -$324K -12,675 -44%
BFG
56
Beto Financial Group
Idaho
$394K +$395K +15,433 New
TRCT
57
Tower Research Capital (TRC)
New York
$376K +$338K +13,194 +870%
NAS
58
NWF Advisory Services
California
$350K -$43.8K -1,710 -11%
CA
59
Centennial Advisors
Texas
$316K +$317K +12,384 New
KFG
60
Kingdom Financial Group
Arizona
$303K +$61.6K +2,405 +25%
TWM
61
Triton Wealth Management
Arizona
$281K +$7.93K +310 +3%
HF
62
HRT Financial
New York
$280K +$281K +10,990 New
FWM
63
FLP Wealth Management
Arkansas
$279K +$24.6K +963 +10%
GFG
64
Goldstone Financial Group
Illinois
$261K +$262K +10,228 New
SF
65
Slagle Financial
Illinois
$215K -$11.6K -453 -5%
FA
66
FSA Advisors
Michigan
$212K +$213K +8,305 New
MFG
67
Merit Financial Group
Georgia
$205K +$205K +8,016 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$202K -$257K -10,048 -56%
KFAS
69
Keating Financial Advisory Services
Kansas
$194K +$194K +7,578 New
Comerica Bank
70
Comerica Bank
Texas
$170K +$38.8K +1,516 +30%
PTC
71
Private Trust Company
Ohio
$128K
HI
72
Harbour Investments
Wisconsin
$121K -$205K -8,016 -63%
RCM
73
Raleigh Capital Management
North Carolina
$85.3K +$85.4K +3,337 New
CFS
74
CGC Financial Services
Oregon
$55K -$819 -32 -1%
RFP
75
Root Financial Partners
California
$52.3K -$87K -3,400 -62%