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

Invesco AAA CLO Floating Rate Note ETF logo
$25.65
-0.01 (-0.04%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$12.28M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$15.20M
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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
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%
8/7/2024Ashton 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%
4/30/2024 J.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%
4/16/2024 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%
1/31/2024 J.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%
1/16/2024 3EDGE Asset Management LP27,535$704K0.1%+6.1%2.118%
1/12/2024 Fortitude Family Office LLC1,056$27K0.0%N/A0.081%
11/7/2023Kingsview Wealth Management LLC34,650$886K0.0%N/A2.665%
10/16/2023 3EDGE 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, 11 institutional investors and hedge funds held shares of Invesco AAA CLO Floating Rate Note ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($7.43M), J.W. Cole Advisors Inc. ($2.69M), Kingsview Wealth Management LLC ($2.22M), Pillar Wealth Advisors LLC ($1.58M), San Luis Wealth Advisors LLC ($723K), 3EDGE Asset Management LP ($704K), and Seed Wealth Management Inc. ($442K).Learn more on ICLO's institutional investors.

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

Of the 10 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: Wealth Enhancement Advisory Services LLC ($173.73K), J.W. Cole Advisors Inc. ($136.29K), Kingsview Wealth Management LLC ($86.65K), Pillar Wealth Advisors LLC ($61.81K), 3EDGE Asset Management LP ($27.54K), Seed Wealth Management Inc. ($25.55K), and Brookstone Capital Management ($8.47K).

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

Institutional investors have bought a total of 531,484 shares in the last 24 months. This purchase volume represents approximately $13.60M 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 ($128.31K), Seed Wealth Management Inc. ($8.29K), 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 592,976 shares in the last 24 months. This volume of shares sold represents approximately $15.20M in transactions.



This page (BATS:ICLO) was last updated on 11/2/2024 by MarketBeat.com Staff
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