ICLO icon

Invesco AAA CLO Floating Rate Note ETF

83 hedge funds and large institutions have $313M invested in Invesco AAA CLO Floating Rate Note ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$86.5M
Invesco
2
Invesco
Georgia
$41.1M
Bank of New York Mellon
3
Bank of New York Mellon
New York
$28.1M
AWM
4
AE Wealth Management
Kansas
$25.3M
MWM
5
Modern Wealth Management
Kansas
$10.2M
PAG
6
Private Advisor Group
New Jersey
$9.96M
KWM
7
Kingsview Wealth Management
Oregon
$8.62M
FHA
8
Flagship Harbor Advisors
Massachusetts
$7.82M
RWA
9
Rooted Wealth Advisors
Illinois
$6.16M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$5.21M
EWM
11
Elevatus Welath Management
New York
$4.43M
ATS
12
Ashton Thomas Securities
New York
$4.41M
EFG
13
Elm3 Financial Group
Georgia
$4.08M
RWM
14
Ritholtz Wealth Management
New York
$4M
GSIAS
15
Garden State Investment Advisory Services
New Jersey
$3.65M
AF
16
ASL Financial
California
$3.42M
CCMG
17
Connecticut Capital Management Group
Connecticut
$3.32M
AAS
18
Asset Allocation Strategies
Michigan
$3.23M
SLWA
19
San Luis Wealth Advisors
California
$2.81M
CRI
20
Colonial River Investments
Virginia
$2.71M
AWM
21
Axxcess Wealth Management
California
$2.68M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.47M
Mariner
23
Mariner
Kansas
$2.43M
CIA
24
Concurrent Investment Advisors
Florida
$2.23M
Bank of America
25
Bank of America
North Carolina
$2.13M