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

Invesco AAA CLO Floating Rate Note ETF logo
$25.70 +0.04 (+0.14%)
Closing price 02/21/2025 03:58 PM Eastern
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$25.70 0.00 (0.00%)
As of 02/21/2025 04:05 PM Eastern
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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)
27
Total
Institutional Inflows
(last 12 months)
$69.68M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$16.32M
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ICLO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Napa Wealth Management26,242$673K0.3%+61.3%0.700%
2/14/2025 Bison Wealth LLC12,772$327K0.1%-55.6%0.341%
2/14/2025 Transce3nd LLC2,987$77K0.0%N/A0.080%
2/14/2025 Elevatus Welath Management440,812$11.30M3.9%+7.2%11.755%
2/13/2025 Regal Investment Advisors LLC19,903$510K0.0%+19.5%0.531%
2/13/2025 Mariner LLC287,710$7.38M0.0%+100.0%7.672%
2/13/2025 Invesco Ltd.409,672$10.50M0.0%+244.3%10.925%
2/13/2025 Envestnet Asset Management Inc.199,883$5.13M0.0%-4.1%5.330%
2/12/2025 Knott David M Jr201,487$5.17M1.9%+6.7%5.373%
2/12/2025 OLD Mission Capital LLC10,697$274K0.0%N/A0.285%
2/11/2025 LPL Financial LLC780,144$20.00M0.0%+105.9%20.804%
2/5/2025 Jacobi Capital Management LLC55,363$1.42M0.1%+1.4%1.476%
1/31/2025 Truist Financial Corp13,626$349K0.0%N/A0.363%
1/31/2025 J.W. Cole Advisors Inc.101,628$2.61M0.1%-3.3%2.710%
1/30/2025 Rooted Wealth Advisors Inc.238,748$6.12M2.4%+1.8%6.367%
1/29/2025 Authentikos Wealth Advisory LLC13,544$347K0.3%N/A0.361%
1/28/2025 Kingsview Wealth Management LLC220,412$5.65M0.1%+38.7%5.878%
1/27/2025 Elm3 Financial Group LLC475,939$12.20M10.4%N/A12.692%
1/21/2025 Flagship Harbor Advisors LLC211,605$5.43M0.3%+17.6%5.643%
1/21/2025 B.O.S.S. Retirement Advisors LLC313,373$8.04M2.2%N/A8.357%
1/15/2025 TCP Asset Management LLC42,167$1.08M0.2%N/A1.124%
1/14/2025 San Luis Wealth Advisors LLC47,120$1.21M0.2%+67.0%1.257%
1/14/2025 Seed Wealth Management Inc.8,860$227K0.2%-24.2%0.236%
1/13/2025 Brookstone Capital Management381,192$9.77M0.1%N/A10.165%
1/10/2025 Wealth Enhancement Advisory Services LLC284,510$7.30M0.0%-1.8%7.587%
11/18/2024 GG Group Ventures LLC13,052$335K0.5%-42.2%0.348%
11/15/2024 Jane Street Group LLC62,548$1.60M0.0%N/A1.668%
11/14/2024 Flow Traders U.S. LLC47,092$1.21M0.1%+53.4%1.256%
11/12/2024 Kingsview Wealth Management LLC158,882$4.07M0.1%+76.7%4.237%
11/7/2024 Napa Wealth Management16,269$417K0.2%N/A0.434%
10/24/2024 Family Investment Center Inc.14,025$360K0.1%+37.2%0.374%
10/24/2024 J.W. Cole Advisors Inc.105,058$2.69M0.1%-4.6%2.802%
10/24/2024 Wealth Enhancement Advisory Services LLC289,702$7.43M0.0%-30.7%7.725%
10/9/2024 San Luis Wealth Advisors LLC28,216$723K0.1%-94.1%0.752%
8/7/2024 Ashton Thomas Private Wealth LLC6,605$170K0.0%N/A0.176%
5/9/2024 Kingsview Wealth Management LLC86,648$2.22M0.1%+45.4%2.311%
5/7/2024 Pillar Wealth Advisors LLC61,805$1.58M1.2%N/A2.131%
4/30/2024 J.W. Cole Advisors Inc.136,289$3.49M0.2%+8.4%4.700%
4/16/2024 Seed Wealth Management Inc.17,260$442K0.4%-26.6%1.328%
4/16/2024 Wealth Enhancement Advisory Services LLC446,224$11.43M0.0%+63.8%34.325%
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4/15/2024 Brookstone Capital Management8,467$217K0.0%N/A0.651%
2/8/2024 Kingsview Wealth Management LLC59,610$1.52M0.0%+72.0%4.585%
1/31/2024 J.W. Cole Advisors Inc.125,725$3.21M0.2%N/A9.671%
1/24/2024 Seed Wealth Management Inc.23,530$602K0.6%-7.9%1.810%
1/16/2024 3EDGE Asset Management LP27,535$704K0.1%+6.1%2.118%
1/12/2024 Fortitude Family Office LLC1,056$27K0.0%N/A0.081%
11/7/2023 Kingsview Wealth Management LLC34,650$886K0.0%N/A2.665%
10/16/2023 3EDGE Asset Management LP25,944$663K0.1%N/A1.996%
10/16/2023 Seed 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, 33 institutional investors and hedge funds held shares of Invesco AAA CLO Floating Rate Note ETF. The most heavily invested institutionals were LPL Financial LLC ($20.00M), Elm3 Financial Group LLC ($12.20M), Elevatus Welath Management ($11.30M), Invesco Ltd. ($10.50M), Brookstone Capital Management ($9.77M), B.O.S.S. Retirement Advisors LLC ($8.04M), and Mariner LLC ($7.38M).Learn more on ICLO's institutional investors.

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

Of the 30 institutional investors that purchased Invesco AAA CLO Floating Rate Note ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elm3 Financial Group LLC ($475.94K), LPL Financial LLC ($401.25K), Brookstone Capital Management ($389.66K), B.O.S.S. Retirement Advisors LLC ($313.37K), Invesco Ltd. ($290.67K), Kingsview Wealth Management LLC ($217.16K), and Wealth Enhancement Advisory Services LLC ($173.73K).

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

Institutional investors have bought a total of 2,957,615 shares in the last 24 months. This purchase volume represents approximately $75.81M in transactions.

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

The following institutional investors have sold Invesco AAA CLO Floating Rate Note ETF stock in the last 24 months: San Luis Wealth Advisors LLC ($451.31K), Wealth Enhancement Advisory Services LLC ($133.50K), Bison Wealth LLC ($16.01K), Seed Wealth Management Inc. ($11.12K), GG Group Ventures LLC ($9.52K), Envestnet Asset Management Inc. ($8.58K), and J.W. Cole Advisors Inc. ($8.50K).

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

Institutional investors have sold a total of 638,541 shares in the last 24 months. This volume of shares sold represents approximately $16.37M in transactions.



This page (BATS:ICLO) was last updated on 2/22/2025 by MarketBeat.com Staff
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