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Invesco AAA CLO Floating Rate Note ETF

31 hedge funds and large institutions have $76.3M invested in Invesco AAA CLO Floating Rate Note ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
8
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWM
1
Elevatus Welath Management
New York
$10.5M 411,153 -65,251 -14%
LPL Financial
2
LPL Financial
California
$9.71M 378,892 +194,719 +106%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.43M 289,702 -128,310 -31%
RWA
4
Rooted Wealth Advisors
Illinois
$6.03M 234,439 +234,439 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.35M 208,467 -60,134 -22%
DMKJ
6
David M. Knott Jr
$4.84M 188,887 -48,866 -21%
FHA
7
Flagship Harbor Advisors
Massachusetts
$4.62M 179,992 +179,992 New
KWM
8
Kingsview Wealth Management
Oregon
$4.07M 158,882 +68,984 +77%
Mariner
9
Mariner
Kansas
$3.69M 143,829 +143,829 New
Invesco
10
Invesco
Georgia
$3.05M 119,000
JWCA
11
J.W. Cole Advisors
Florida
$2.69M 105,058 -5,071 -5%
Jane Street
12
Jane Street
New York
$1.6M 62,548 +62,548 New
Bank of America
13
Bank of America
North Carolina
$1.55M 60,500 -21,316 -26%
JCM
14
Jacobi Capital Management
Pennsylvania
$1.4M 54,607 +22,209 +69%
ESL
15
Endurance Services Ltd
New York
$1.28M 50,000 +50,000 New
FTUS
16
Flow Traders U.S.
New York
$1.21M 47,092 +16,403 +53%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.17M 45,610 +10,194 +29%
WWA
18
WCG Wealth Advisors
Nevada
$1.08M 42,286 +30,344 +254%
BAM
19
BOS Asset Management
Illinois
$750K 29,239
BW
20
Bison Wealth
Georgia
$738K 28,782 +28,782 New
SLWA
21
San Luis Wealth Advisors
California
$723K 28,216 -451,305 -94%
RIA
22
Regal Investment Advisors
Michigan
$427K 16,650 +8,677 +109%
NWM
23
Napa Wealth Management
California
$417K 16,269 +16,269 New
FFS
24
Founders Financial Securities
Maryland
$386K 15,060 +15,060 New
FIC
25
Family Investment Center
Missouri
$360K 14,025 +3,803 +37%