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Invesco AAA CLO Floating Rate Note ETF

15 hedge funds and large institutions have $32.3M invested in Invesco AAA CLO Floating Rate Note ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
7
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DMKJ
1
David M. Knott Jr
$7.85M 307,019 +229,642 +297%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.97M 272,498 +272,498 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.34M 169,844 +169,844 New
JWCA
4
J.W. Cole Advisors
Florida
$3.21M 125,725 +125,725 New
Jane Street
5
Jane Street
New York
$2.55M 99,747 +87,760 +732%
KWM
6
Kingsview Wealth Management
Oregon
$1.52M 59,610 +24,960 +72%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.02M 39,932 +37,047 +1,284%
Invesco
8
Invesco
Georgia
$997K 39,000
BCM
9
Bienville Capital Management
New York
$819K 32,057 +32,057 New
3AM
10
3EDGE Asset Management
Florida
$704K 27,535 +1,591 +6%
FTUS
11
Flow Traders U.S.
New York
$677K 26,471 +12,732 +93%
SWM
12
Seed Wealth Management
Illinois
$602K 23,530 -2,020 -8%
Morgan Stanley
13
Morgan Stanley
New York
$562K 22,000 +11,000 +100%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$429K 16,711 +16,711 New
FFO
15
Fortitude Family Office
Arizona
$27K 1,056 +1,056 New
VWM
16
Venturi Wealth Management
Texas
-400 Closed
CFGS
17
Concourse Financial Group Securities
Alabama