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

Invesco AAA CLO Floating Rate Note ETF logo
$25.40 -0.27 (-1.03%)
Closing price 04/15/2025 03:55 PM Eastern
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$25.40 0.00 (0.00%)
As of 04/15/2025 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)
30
Total
Institutional Inflows
(last 12 months)
$70.56M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$16.63M
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ICLO Institutional Buying and Selling by Quarter

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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
4/15/2025Chris Bulman Inc12,522$319K0.2%-3.5%0.090%
4/15/2025Simplicity Wealth LLC11,936$304K0.0%N/A0.086%
4/8/2025 Rooted 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$327K0.1%-55.6%0.341%
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%
1/30/2025 Rooted 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%
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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%
4/16/2024Seed 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%
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)

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ICLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICLO shares?

During the previous two years, 37 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 Wealth Enhancement Advisory Services LLC ($7.77M).Learn more on ICLO's institutional investors.

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

Of the 33 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 ($187.10K).

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

Institutional investors have bought a total of 3,000,190 shares in the last 24 months. This purchase volume represents approximately $76.90M in transactions.

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

Of the 9 institutional investors that sold Invesco AAA CLO Floating Rate Note ETF 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), Wealth Enhancement Advisory Services LLC ($133.50K), Bison Wealth LLC ($16.01K), Rooted Wealth Advisors Inc. ($11.86K), Seed Wealth Management Inc. ($11.12K), GG Group Ventures LLC ($9.52K), and Envestnet Asset Management Inc. ($8.58K).

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

Institutional investors have sold a total of 650,860 shares in the last 24 months. This volume of shares sold represents approximately $16.68M in transactions.


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This page (BATS:ICLO) was last updated on 4/16/2025 by MarketBeat.com Staff
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