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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

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

6% more funds holding

Funds holding: 8590 (+5)

2.4% more ownership

Funds ownership: 74.03%76.43% (+2.4%)

4% more capital invested

Capital invested by funds: $316M → $330M (+$14.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
36
Reduced
24
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$95.6M +$9.25M +362,132 +11%
Invesco
2
Invesco
Georgia
$39.3M -$1.72M -67,393 -4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$24.2M -$3.87M -151,287 -14%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$10.5M +$9.34M +365,424 +776%
MWM
5
Modern Wealth Management
Kansas
$10.5M +$309K +12,079 +3%
FHA
6
Flagship Harbor Advisors
Massachusetts
$9.46M +$1.65M +64,699 +21%
KWM
7
Kingsview Wealth Management
Oregon
$9.34M +$732K +28,647 +8%
IAA
8
Independent Advisor Alliance
North Carolina
$9.28M +$9.29M +363,585 New
PAG
9
Private Advisor Group
New Jersey
$9.13M -$817K -31,981 -8%
CIA
10
Concurrent Investment Advisors
Florida
$7.29M +$5.07M +198,509 +227%
RWA
11
Rooted Wealth Advisors
Illinois
$6.15M +$6.72K +263 +0.1%
SA
12
Stewardship Advisors
Pennsylvania
$5.01M +$5.02M +196,287 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.95M +$2.83M +110,764 +133%
RWM
14
Ritholtz Wealth Management
New York
$4.76M +$767K +30,001 +19%
ATS
15
Ashton Thomas Securities
New York
$4.49M +$82.9K +3,242 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.37M +$1.91M +74,632 +77%
EWM
17
Elevatus Welath Management
New York
$4M -$421K -16,468 -9%
GSIAS
18
Garden State Investment Advisory Services
New Jersey
$3.86M +$219K +8,575 +6%
EFG
19
Elm3 Financial Group
Georgia
$3.65M -$429K -16,792 -11%
CCMG
20
Connecticut Capital Management Group
Connecticut
$3.37M +$55.1K +2,157 +2%
AF
21
ASL Financial
California
$3.3M -$89.1K -3,485 -3%
AAS
22
Asset Allocation Strategies
Michigan
$3.25M +$26.1K +1,023 +0.8%
CRI
23
Colonial River Investments
Virginia
$2.85M +$147K +5,758 +5%
TCWM
24
Total Clarity Wealth Management
Illinois
$2.83M +$2.84M +111,054 New
GRWP
25
Green Ridge Wealth Planning
New Jersey
$2.59M -$55.2K -2,160 -2%