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Invesco AAA CLO Floating Rate Note ETF (ICLO) Institutional Ownership

Invesco AAA CLO Floating Rate Note ETF logo
$25.66 +0.16 (+0.61%)
As of 07/3/2025 01:11 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$145.90M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$26.55M
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ICLO Institutional Buying and Selling by Quarter

Invesco AAA CLO Floating Rate Note ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/27/2025Jacobi Capital Management LLC72,646$1.85M0.1%+31.2%0.608%
5/19/2025Jane Street Group LLC26,666$680K0.0%N/A0.223%
5/16/2025NewEdge Advisors LLC11,662$297K0.0%N/A0.098%
5/15/2025Royal Bank of Canada47,727$1.22M0.0%-18.6%0.399%
5/15/2025OLD Mission Capital LLC8,072$206K0.0%-24.5%0.068%
5/14/2025Napa Wealth Management27,923$712K0.4%+6.4%0.234%
5/14/2025Flow Traders U.S. LLC28,965$738K0.0%-50.2%0.242%
5/13/2025Elevatus Welath Management658,360$16.78M9.5%+49.4%5.509%
5/12/2025Knott David M Jr70,502$1.80M0.8%-65.0%0.590%
5/12/2025Invesco Ltd.387,182$9.87M0.0%-5.5%3.240%
5/9/2025Cedar Wealth Management LLC47,163$1.20M0.4%N/A0.395%
5/9/2025Liberty Wealth Management LLC115,215$2.94M0.1%N/A0.964%
5/8/2025Harbour Investments Inc.4,096$104K0.0%N/A0.034%
5/7/2025LPL Financial LLC1,371,414$34.96M0.0%+75.8%11.476%
5/6/2025Cetera Investment Advisers39,749$1.01M0.0%N/A0.333%
5/6/2025Elm3 Financial Group LLC331,625$8.45M7.4%-30.3%2.775%
5/6/2025AE Wealth Management LLC610,355$15.56M0.1%-5.3%5.108%
5/6/2025Proficio Capital Partners LLC331,290$8.45M0.7%N/A2.772%
5/5/2025J.W. Cole Advisors Inc.268,720$6.85M0.2%+164.4%2.249%
5/5/2025Private Advisor Group LLC41,856$1.07M0.0%N/A0.350%
5/2/2025Fortis Group Advisors LLC23,992$612K0.1%N/A0.201%
5/2/2025Kingsview Wealth Management LLC321,104$8.19M0.2%+45.7%2.687%
5/1/2025Quest 10 Wealth Builders Inc.15,449$394K0.4%+19.7%0.129%
4/30/2025Axxcess Wealth Management LLC20,521$523K0.0%N/A0.172%
4/29/2025Envestnet Asset Management Inc.223,543$5.70M0.0%+11.8%1.608%
4/29/2025Concurrent Investment Advisors LLC17,450$445K0.0%N/A0.126%
4/29/2025Bank of New York Mellon Corp1,061,641$27.06M0.0%N/A7.638%
4/29/2025World Investment Advisors10,609$270K0.0%N/A0.076%
4/29/2025Brookstone Capital Management395,039$10.07M0.1%+3.6%2.842%
4/28/2025Private Trust Co. NA5,000$127K0.0%N/A0.036%
4/28/2025TCP Asset Management LLC20,631$526K0.1%-51.1%0.148%
4/25/2025Colonial River Investments LLC83,582$2.13M1.2%N/A0.601%
4/24/2025Family Investment Center Inc.86,804$2.21M0.5%N/A0.624%
4/23/2025Western Wealth Management LLC17,325$442K0.0%N/A0.125%
4/22/2025Flagship Harbor Advisors LLC233,258$5.95M0.3%+10.2%1.678%
4/22/2025Cambridge Investment Research Advisors Inc.16,209$413K0.0%N/A0.117%
4/21/2025LifeWealth Investments LLC16,692$425K0.2%+70.2%0.120%
4/18/2025San Luis Wealth Advisors LLC105,158$2.68M0.6%+123.2%0.757%
4/16/2025Avaii Wealth Management LLC9,734$248K0.1%N/A0.070%
4/16/2025Wealth Enhancement Advisory Services LLC343,173$8.75M0.0%+13.2%2.469%
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4/15/2025Chris Bulman Inc12,522$319K0.2%-3.5%0.090%
4/15/2025Simplicity Wealth LLC11,936$304K0.0%N/A0.086%
4/8/2025Rooted Wealth Advisors Inc.226,889$5.59M2.3%-5.0%1.632%
3/17/2025Wealth Enhancement Advisory Services LLC303,071$7.77M0.0%+4.6%2.237%
2/28/2025Park Square Financial Group LLC7,460$191K0.1%N/A0.199%
2/26/2025LifeWealth Investments LLC9,810$252K0.2%N/A0.262%
2/17/2025Napa Wealth Management26,242$673K0.3%+61.3%0.700%
2/14/2025Bison Wealth LLC12,772$327K0.0%-55.6%0.107%
2/14/2025Transce3nd LLC2,987$77K0.0%N/A0.080%
2/14/2025Elevatus Welath Management440,812$11.30M3.9%+7.2%11.755%
2/13/2025Regal Investment Advisors LLC19,903$510K0.0%+19.5%0.531%
2/13/2025Mariner LLC287,710$7.38M0.0%+100.0%7.672%
2/13/2025Invesco Ltd.409,672$10.50M0.0%+244.3%10.925%
2/13/2025Envestnet Asset Management Inc.199,883$5.13M0.0%-4.1%5.330%
2/12/2025Knott David M Jr201,487$5.17M1.9%+6.7%5.373%
2/12/2025OLD Mission Capital LLC10,697$274K0.0%N/A0.285%
2/11/2025LPL Financial LLC780,144$20.00M0.0%+105.9%20.804%
2/5/2025Jacobi Capital Management LLC55,363$1.42M0.1%+1.4%1.476%
1/31/2025Truist Financial Corp13,626$349K0.0%N/A0.363%
1/31/2025J.W. Cole Advisors Inc.101,628$2.61M0.1%-3.3%2.710%
1/30/2025Rooted Wealth Advisors Inc.238,748$6.12M2.4%+1.8%6.367%
1/29/2025Authentikos Wealth Advisory LLC13,544$347K0.3%N/A0.361%
1/28/2025Kingsview Wealth Management LLC220,412$5.65M0.1%+38.7%5.878%
1/27/2025Elm3 Financial Group LLC475,939$12.20M10.4%N/A12.692%
1/21/2025Flagship Harbor Advisors LLC211,605$5.43M0.3%+17.6%5.643%
1/21/2025B.O.S.S. Retirement Advisors LLC313,373$8.04M2.2%N/A8.357%
1/15/2025TCP Asset Management LLC42,167$1.08M0.2%N/A1.124%
1/14/2025San Luis Wealth Advisors LLC47,120$1.21M0.2%+67.0%1.257%
1/14/2025Seed Wealth Management Inc.8,860$227K0.2%-24.2%0.236%
1/13/2025Brookstone Capital Management381,192$9.77M0.1%N/A10.165%
1/10/2025Wealth Enhancement Advisory Services LLC284,510$7.30M0.0%-1.8%7.587%
11/18/2024GG Group Ventures LLC13,052$335K0.5%-42.2%0.348%
11/15/2024Jane Street Group LLC62,548$1.60M0.0%N/A1.668%
11/14/2024Flow Traders U.S. LLC47,092$1.21M0.1%+53.4%1.256%
11/12/2024Kingsview Wealth Management LLC158,882$4.07M0.1%+76.7%4.237%
11/7/2024Napa Wealth Management16,269$417K0.2%N/A0.434%
10/24/2024Family Investment Center Inc.14,025$360K0.1%+37.2%0.374%
10/24/2024J.W. Cole Advisors Inc.105,058$2.69M0.1%-4.6%2.802%
10/24/2024Wealth Enhancement Advisory Services LLC289,702$7.43M0.0%-30.7%7.725%
10/9/2024San Luis Wealth Advisors LLC28,216$723K0.1%-94.1%0.752%
8/7/2024Ashton Thomas Private Wealth LLC6,605$170K0.0%N/A0.176%
5/9/2024Kingsview Wealth Management LLC86,648$2.22M0.1%+45.4%2.311%
5/7/2024Pillar Wealth Advisors LLC61,805$1.58M1.2%N/A2.131%
4/30/2024J.W. Cole Advisors Inc.136,289$3.49M0.2%+8.4%4.700%
4/16/2024Seed Wealth Management Inc.17,260$442K0.4%-26.6%1.328%
4/16/2024Wealth Enhancement Advisory Services LLC446,224$11.43M0.0%+63.8%34.325%
4/15/2024Brookstone Capital Management8,467$217K0.0%N/A0.651%
2/8/2024Kingsview Wealth Management LLC59,610$1.52M0.0%+72.0%4.585%
1/31/2024J.W. Cole Advisors Inc.125,725$3.21M0.2%N/A9.671%
1/24/2024Seed Wealth Management Inc.23,530$602K0.6%-7.9%1.810%
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1/16/20243EDGE Asset Management LP27,535$704K0.1%+6.1%2.118%
1/12/2024Fortitude Family Office LLC1,056$27K0.0%N/A0.081%
11/7/2023Kingsview Wealth Management LLC34,650$886K0.0%N/A2.665%
10/16/20233EDGE Asset Management LP25,944$663K0.1%N/A1.996%
10/16/2023Seed Wealth Management Inc.25,550$654K0.7%N/A1.965%
(Data available from 1/1/2016 forward)

ICLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICLO shares?

During the previous two years, 57 institutional investors and hedge funds held shares of Invesco AAA CLO Floating Rate Note ETF. The most heavily invested institutionals were LPL Financial LLC ($34.96M), Bank of New York Mellon Corp ($27.06M), Elevatus Welath Management ($16.78M), AE Wealth Management LLC ($15.56M), Brookstone Capital Management ($10.07M), Invesco Ltd. ($9.87M), and Wealth Enhancement Advisory Services LLC ($8.75M).Learn more on Invesco AAA CLO Floating Rate Note ETF's institutional investors.

Which institutional investors have been buying Invesco AAA CLO Floating Rate Note ETF's stock?

Of the 52 institutional investors that purchased Invesco AAA CLO Floating Rate Note ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($1.06M), LPL Financial LLC ($992.52K), Elm3 Financial Group LLC ($475.94K), Brookstone Capital Management ($403.51K), Proficio Capital Partners LLC ($331.29K), Kingsview Wealth Management LLC ($317.85K), and B.O.S.S. Retirement Advisors LLC ($313.37K).

How much institutional buying is happening at Invesco AAA CLO Floating Rate Note ETF?

Institutional investors have bought a total of 5,711,969 shares in the last 24 months. This purchase volume represents approximately $145.90M in transactions.

Which of Invesco AAA CLO Floating Rate Note ETF's major shareholders have been selling company stock?

Of the 17 institutional investors that sold Invesco AAA CLO Floating Rate Note ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: San Luis Wealth Advisors LLC ($451.31K), Elm3 Financial Group LLC ($144.31K), Wealth Enhancement Advisory Services LLC ($133.50K), Knott David M Jr ($130.99K), AE Wealth Management LLC ($33.87K), Flow Traders U.S. LLC ($29.18K), and Invesco Ltd. ($22.49K).

How much institutional selling is happening at Invesco AAA CLO Floating Rate Note ETF?

Institutional investors have sold a total of 1,038,486 shares in the last 24 months. This volume of shares sold represents approximately $26.55M in transactions.


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This page (BATS:ICLO) was last updated on 7/6/2025 by MarketBeat.com Staff
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