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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
HI
76
Harbour Investments
Wisconsin
$69.9K -$51.4K -2,010 -42%
CFS
77
CGC Financial Services
Oregon
$54.9K
CA
78
CoreCap Advisors
Michigan
$49.8K +$49.9K +1,954 New
IAIM
79
International Assets Investment Management
Florida
$20.4K
Morgan Stanley
80
Morgan Stanley
New York
$19K +$1.64K +64 +9%
JP Morgan Chase
81
JP Morgan Chase
New York
$18.9K +$18.9K +741 New
GWM
82
Geneos Wealth Management
Colorado
$9.01K +$102 +4 +1%
CFB
83
Cullen/Frost Bankers
Texas
$7.07K +$7.08K +277 New
ACA
84
Aptus Capital Advisors
Alabama
$5.94K +$5.96K +233 New
KCM
85
Key Capital Management
Tennessee
$4.24K -$1.1M -43,033 -100%
IA
86
IFP Advisors
Florida
$3.55K +$3.55K +139 New
NA
87
Networth Advisors
Pennsylvania
$2.14K -$18.4K -719 -90%
ECA
88
Elevated Capital Advisors
Utah
$1.28K
KFG
89
Kingdom Financial Group
Arizona
$271 -$303K -11,839 -100%
LAS
90
Lloyd Advisory Services
Georgia
$271 -$19.4K -758 -99%
AWM
91
Axxcess Wealth Management
California
-$2.68M -104,868 Closed
Jane Street
92
Jane Street
New York
-$1.68M -65,802 Closed
Goldman Sachs
93
Goldman Sachs
New York
-$1.43M -55,812 Closed
LI
94
LifeWealth Investments
Florida
-$736K -28,802 Closed
Truist Financial
95
Truist Financial
North Carolina
-$615K -24,053 Closed
JWCA
96
J.W. Cole Advisors
Florida
-$415K -16,223 Closed
TRCT
97
Tower Research Capital (TRC)
New York
-$376K -14,710 Closed
CA
98
Centennial Advisors
Texas
-$316K -12,384 Closed
HF
99
HRT Financial
New York
-$280K -10,990 Closed
FWM
100
FLP Wealth Management
Arkansas
-$279K -10,922 Closed