Free Trial

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

Invesco AAA CLO Floating Rate Note ETF logo
$25.60 -0.08 (-0.29%)
As of 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$35.72M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$15.65M
Get ICLO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco AAA CLO Floating Rate Note ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
1/15/2025 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%
11/18/2024GG 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%
10/24/2024 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%
8/7/2024Ashton Thomas Private Wealth LLC6,605$170K0.0%N/A0.176%
5/9/2024Kingsview Wealth Management LLC86,648$2.22M0.1%+45.4%2.311%
5/7/2024 Pillar 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%
4/16/2024 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%
4/15/2024 Brookstone 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%
1/24/2024 Seed Wealth Management Inc.23,530$602K0.6%-7.9%1.810%
1/16/20243EDGE Asset Management LP27,535$704K0.1%+6.1%2.118%
1/12/2024 Fortitude Family Office LLC1,056$27K0.0%N/A0.081%
11/7/2023Kingsview Wealth Management LLC34,650$886K0.0%N/A2.665%
10/16/20233EDGE 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, 18 institutional investors and hedge funds held shares of Invesco AAA CLO Floating Rate Note ETF. The most heavily invested institutionals were Brookstone Capital Management ($9.77M), B.O.S.S. Retirement Advisors LLC ($8.04M), Wealth Enhancement Advisory Services LLC ($7.30M), Flagship Harbor Advisors LLC ($5.43M), Kingsview Wealth Management LLC ($4.07M), J.W. Cole Advisors Inc. ($2.69M), and Jane Street Group LLC ($1.60M).Learn more on ICLO's institutional investors.

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

Of the 17 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: Brookstone Capital Management ($389.66K), B.O.S.S. Retirement Advisors LLC ($313.37K), Wealth Enhancement Advisory Services LLC ($173.73K), Kingsview Wealth Management LLC ($155.63K), J.W. Cole Advisors Inc. ($136.29K), Jane Street Group LLC ($62.55K), and Pillar Wealth Advisors LLC ($61.81K).

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

Institutional investors have bought a total of 1,482,937 shares in the last 24 months. This purchase volume represents approximately $38.00M 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), Seed Wealth Management Inc. ($11.12K), GG Group Ventures LLC ($9.52K), and J.W. Cole Advisors Inc. ($5.07K).

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

Institutional investors have sold a total of 610,517 shares in the last 24 months. This volume of shares sold represents approximately $15.65M in transactions.



This page (BATS:ICLO) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners