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Invesco AAA CLO Floating Rate Note ETF

90 hedge funds and large institutions have $330M invested in Invesco AAA CLO Floating Rate Note ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
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
$95.6M
Invesco
2
Invesco
Georgia
$39.3M
Bank of New York Mellon
3
Bank of New York Mellon
New York
$24.2M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.5M
MWM
5
Modern Wealth Management
Kansas
$10.5M
FHA
6
Flagship Harbor Advisors
Massachusetts
$9.46M
KWM
7
Kingsview Wealth Management
Oregon
$9.34M
IAA
8
Independent Advisor Alliance
North Carolina
$9.28M
PAG
9
Private Advisor Group
New Jersey
$9.13M
CIA
10
Concurrent Investment Advisors
Florida
$7.29M
RWA
11
Rooted Wealth Advisors
Illinois
$6.15M
SA
12
Stewardship Advisors
Pennsylvania
$5.01M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.95M
RWM
14
Ritholtz Wealth Management
New York
$4.76M
ATS
15
Ashton Thomas Securities
New York
$4.49M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.37M
EWM
17
Elevatus Welath Management
New York
$4M
GSIAS
18
Garden State Investment Advisory Services
New Jersey
$3.86M
EFG
19
Elm3 Financial Group
Georgia
$3.65M
CCMG
20
Connecticut Capital Management Group
Connecticut
$3.37M
AF
21
ASL Financial
California
$3.3M
AAS
22
Asset Allocation Strategies
Michigan
$3.25M
CRI
23
Colonial River Investments
Virginia
$2.85M
TCWM
24
Total Clarity Wealth Management
Illinois
$2.83M
GRWP
25
Green Ridge Wealth Planning
New Jersey
$2.59M