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Invesco AAA CLO Floating Rate Note ETF
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Overview Fund Activity

64 hedge funds and large institutions have $222M invested in Invesco AAA CLO Floating Rate Note ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+19
Holders Change %
+42.22%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$27.1M
2
LPL Financial
2
LPL Financial
California
$35M
3
PCP
3
Proficio Capital Partners
Massachusetts
$8.44M
4
EWM
4
Elevatus Welath Management
New York
$16.8M
5
JWCA
5
J.W. Cole Advisors
Florida
$6.85M

Top Sellers

1
EFG
1
Elm3 Financial Group
Georgia
$8.45M
2
DMKJ
2
David M. Knott Jr
$1.8M
3
FFS
3
Founders Financial Securities
Maryland
$0
4
AWM
4
AE Wealth Management
Kansas
$15.6M
5
FTUS
5
Flow Traders U.S.
New York
$738K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$35M 1,371,414 +591,270 +76%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$27.1M 1,061,641 +1,061,641 New
EWM
3
Elevatus Welath Management
New York
$16.8M 658,360 +217,548 +49%
AWM
4
AE Wealth Management
Kansas
$15.6M 610,355 -33,871 -5%
BCM
5
Brookstone Capital Management
Illinois
$10.1M 395,039 +13,847 +4%
Invesco
6
Invesco
Georgia
$9.87M 387,182 -22,490 -5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$8.75M 343,173 +40,102 +13%
EFG
8
Elm3 Financial Group
Georgia
$8.45M 331,625 -144,314 -30%
PCP
9
Proficio Capital Partners
Massachusetts
$8.44M 331,290 +331,290 New
KWM
10
Kingsview Wealth Management
Oregon
$8.18M 321,104 +100,692 +46%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$7.44M 292,027 -21,346 -7%
Mariner
12
Mariner
Kansas
$7.14M 280,177 -7,533 -3%
JWCA
13
J.W. Cole Advisors
Florida
$6.85M 268,720 +167,092 +164%
FHA
14
Flagship Harbor Advisors
Massachusetts
$5.95M 233,258 +21,653 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.7M 223,543 +23,660 +12%
RWA
16
Rooted Wealth Advisors
Illinois
$5.59M 226,889 -11,859 -5%
SLWA
17
San Luis Wealth Advisors
California
$2.68M 105,158 +58,038 +123%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.34M 91,747 +25,434 +38%
GSIAS
19
Garden State Investment Advisory Services
New Jersey
$2.25M 88,447 +88,447 New
FIC
20
Family Investment Center
Missouri
$2.21M 86,804 +86,804 New
CRI
21
Colonial River Investments
Virginia
$2.13M 83,582 +83,582 New
Bank of America
22
Bank of America
North Carolina
$1.97M 77,150 +16,650 +28%
JCM
23
Jacobi Capital Management
Pennsylvania
$1.85M 72,646 +17,283 +31%
DMKJ
24
David M. Knott Jr
$1.8M 70,502 -130,985 -65%
ESL
25
Endurance Services Ltd
New York
$1.27M 50,000 – –
1
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