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Invesco AAA CLO Floating Rate Note ETF

73 hedge funds and large institutions have $264M invested in Invesco AAA CLO Floating Rate Note ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$62.6M
Bank of New York Mellon
2
Bank of New York Mellon
New York
$28.2M
Invesco
3
Invesco
Georgia
$24.5M
AWM
4
AE Wealth Management
Kansas
$24.2M
BCM
5
Brookstone Capital Management
Illinois
$12.5M
MWM
6
Modern Wealth Management
Kansas
$10.1M
KWM
7
Kingsview Wealth Management
Oregon
$8.96M
PAG
8
Private Advisor Group
New Jersey
$7.56M
FHA
9
Flagship Harbor Advisors
Massachusetts
$7.28M
RWA
10
Rooted Wealth Advisors
Illinois
$6.16M
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$5.93M
EFG
12
Elm3 Financial Group
Georgia
$5.59M
BOSSRA
13
B.O.S.S. Retirement Advisors
Utah
$5.29M
ATS
14
Ashton Thomas Securities
New York
$3.58M
GSIAS
15
Garden State Investment Advisory Services
New Jersey
$3.21M
Mariner
16
Mariner
Kansas
$3.03M
AAS
17
Asset Allocation Strategies
Michigan
$2.98M
CRI
18
Colonial River Investments
Virginia
$2.44M
AWM
19
Axxcess Wealth Management
California
$2.43M
SLWA
20
San Luis Wealth Advisors
California
$2.43M
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.33M
Bank of America
22
Bank of America
North Carolina
$2.15M
CWM
23
Cedar Wealth Management
California
$1.96M
GIA
24
Gladstone Institutional Advisory
Florida
$1.92M
JCM
25
Jacobi Capital Management
Pennsylvania
$1.8M