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Invesco AAA CLO Floating Rate Note ETF

45 hedge funds and large institutions have $153M invested in Invesco AAA CLO Floating Rate Note ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+14
Holders Change %
+45.16%
% of All Funds
0.6%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
19
Increased
16
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$20M 780,144 +401,252 +106%
AWM
2
AE Wealth Management
Kansas
$16.5M 644,226 +644,226 New
EFG
3
Elm3 Financial Group
Georgia
$12.2M 475,939 +475,939 New
EWM
4
Elevatus Welath Management
New York
$11.3M 440,812 +29,659 +7%
Invesco
5
Invesco
Georgia
$10.5M 409,672 +290,672 +244%
BCM
6
Brookstone Capital Management
Illinois
$9.77M 381,192 +381,192 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$8.03M 313,373 +313,373 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$7.77M 303,071 +13,369 +5%
Mariner
9
Mariner
Kansas
$7.38M 287,710 +143,881 +100%
RWA
10
Rooted Wealth Advisors
Illinois
$6.12M 238,748 +4,309 +2%
KWM
11
Kingsview Wealth Management
Oregon
$5.65M 220,412 +61,530 +39%
FHA
12
Flagship Harbor Advisors
Massachusetts
$5.43M 211,605 +31,613 +18%
DMKJ
13
David M. Knott Jr
$5.17M 201,487 +12,600 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.13M 199,883 -8,584 -4%
FFS
15
Founders Financial Securities
Maryland
$3.08M 119,940 +104,880 +696%
JWCA
16
J.W. Cole Advisors
Florida
$2.61M 101,628 -3,430 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.7M 66,313 +20,703 +45%
Bank of America
18
Bank of America
North Carolina
$1.55M 60,500
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.5M 58,639 +58,639 New
FTUS
20
Flow Traders U.S.
New York
$1.49M 58,148 +11,056 +23%
JCM
21
Jacobi Capital Management
Pennsylvania
$1.42M 55,363 +756 +1%
ESL
22
Endurance Services Ltd
New York
$1.28M 50,000
SLWA
23
San Luis Wealth Advisors
California
$1.21M 47,120 +18,904 +67%
TAM
24
TCP Asset Management
Ohio
$1.08M 42,167 +42,167 New
BAM
25
BOS Asset Management
Illinois
$750K 29,239