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

Invesco AAA CLO Floating Rate Note ETF logo
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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)
$145.46M
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
5/19/2025 Jane Street Group LLC26,666$680K0.0%N/A0.223%
5/16/2025 NewEdge Advisors LLC11,662$297K0.0%N/A0.098%
5/15/2025 Royal Bank of Canada47,727$1.22M0.0%-18.6%0.399%
5/15/2025 OLD Mission Capital LLC8,072$206K0.0%-24.5%0.068%
5/14/2025 Napa Wealth Management27,923$712K0.4%+6.4%0.234%
5/14/2025 Flow Traders U.S. LLC28,965$738K0.0%-50.2%0.242%
5/13/2025 Elevatus Welath Management658,360$16.78M9.5%+49.4%5.509%
5/12/2025 Knott David M Jr70,502$1.80M0.8%-65.0%0.590%
5/12/2025 Invesco Ltd.387,182$9.87M0.0%-5.5%3.240%
5/9/2025 Cedar Wealth Management LLC47,163$1.20M0.4%N/A0.395%
5/9/2025 Liberty Wealth Management LLC115,215$2.94M0.1%N/A0.964%
5/8/2025 Harbour Investments Inc.4,096$104K0.0%N/A0.034%
5/7/2025 LPL Financial LLC1,371,414$34.96M0.0%+75.8%11.476%
5/6/2025 Cetera Investment Advisers39,749$1.01M0.0%N/A0.333%
5/6/2025 Elm3 Financial Group LLC331,625$8.45M7.4%-30.3%2.775%
5/6/2025 AE Wealth Management LLC610,355$15.56M0.1%-5.3%5.108%
5/6/2025 Proficio Capital Partners LLC331,290$8.45M0.7%N/A2.772%
5/5/2025 J.W. Cole Advisors Inc.268,720$6.85M0.2%+164.4%2.249%
5/5/2025 Private Advisor Group LLC41,856$1.07M0.0%N/A0.350%
5/2/2025 Fortis Group Advisors LLC23,992$612K0.1%N/A0.201%
5/2/2025 Kingsview Wealth Management LLC321,104$8.19M0.2%+45.7%2.687%
5/1/2025 Quest 10 Wealth Builders Inc.15,449$394K0.4%+19.7%0.129%
4/30/2025 Axxcess Wealth Management LLC20,521$523K0.0%N/A0.172%
4/29/2025 Envestnet Asset Management Inc.223,543$5.70M0.0%+11.8%1.608%
4/29/2025 Concurrent Investment Advisors LLC17,450$445K0.0%N/A0.126%
4/29/2025 Bank of New York Mellon Corp1,061,641$27.06M0.0%N/A7.638%
4/29/2025 World Investment Advisors10,609$270K0.0%N/A0.076%
4/29/2025 Brookstone Capital Management395,039$10.07M0.1%+3.6%2.842%
4/28/2025 Private Trust Co. NA5,000$127K0.0%N/A0.036%
4/28/2025 TCP Asset Management LLC20,631$526K0.1%-51.1%0.148%
4/25/2025 Colonial River Investments LLC83,582$2.13M1.2%N/A0.601%
4/24/2025 Family Investment Center Inc.86,804$2.21M0.5%N/A0.624%
4/23/2025 Western Wealth Management LLC17,325$442K0.0%N/A0.125%
4/22/2025 Flagship Harbor Advisors LLC233,258$5.95M0.3%+10.2%1.678%
4/22/2025 Cambridge Investment Research Advisors Inc.16,209$413K0.0%N/A0.117%
4/21/2025 LifeWealth Investments LLC16,692$425K0.2%+70.2%0.120%
4/18/2025 San Luis Wealth Advisors LLC105,158$2.68M0.6%+123.2%0.757%
4/16/2025 Avaii Wealth Management LLC9,734$248K0.1%N/A0.070%
4/16/2025 Wealth Enhancement Advisory Services LLC343,173$8.75M0.0%+13.2%2.469%
4/15/2025 Chris Bulman Inc12,522$319K0.2%-3.5%0.090%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/15/2025 Simplicity Wealth LLC11,936$304K0.0%N/A0.086%
4/8/2025 Rooted Wealth Advisors Inc.226,889$5.59M2.3%-5.0%1.632%
3/17/2025 Wealth Enhancement Advisory Services LLC303,071$7.77M0.0%+4.6%2.237%
2/28/2025 Park Square Financial Group LLC7,460$191K0.1%N/A0.199%
2/26/2025 LifeWealth Investments LLC9,810$252K0.2%N/A0.262%
2/17/2025 Napa Wealth Management26,242$673K0.3%+61.3%0.700%
2/14/2025Bison Wealth LLC12,772$327K0.0%-55.6%0.107%
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%
2/5/2025Jacobi 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%
11/18/2024GG 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%
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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
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, 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 ICLO's institutional investors.

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

Of the 52 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: 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 6,215,762 shares in the last 24 months. This purchase volume represents approximately $158.80M in transactions.

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

Of the 17 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), 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 1,046,776 shares in the last 24 months. This volume of shares sold represents approximately $26.77M in transactions.


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This page (BATS:ICLO) was last updated on 5/23/2025 by MarketBeat.com Staff
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