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

Invesco AAA CLO Floating Rate Note ETF logo
$25.56 0.00 (0.00%)
As of 07/24/2026 04:10 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)
71
Total
Institutional Inflows
(last 12 months)
$159.00M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$48.73M
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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
7/8/2026 Green Ridge Wealth Planning LLC116,330$2.98M1.3%+14.4%0.938%
7/7/2026 CoreCap Advisors LLC2,723$70K0.0%+39.4%0.022%
6/18/2026Western Wealth Management LLC38,280$977K0.0%+9.9%0.309%
5/19/2026Western Wealth Management LLC38,280$977K0.0%+9.9%0.309%
5/19/2026Bank of America Corp DE97,153$2.48M0.0%+16.3%0.783%
5/19/2026Ashton Thomas Securities LLC175,978$4.49M0.6%+1.9%1.419%
5/14/2026Modern Wealth Management LLC411,985$10.51M0.2%+3.0%3.322%
5/13/2026Cetera Investment Advisers412,542$10.52M0.0%+775.6%3.327%
5/12/2026Phillip James Consulting Co.20,716$528K0.4%N/A0.167%
5/8/2026PNC Financial Services Group Inc.30,201$770K0.0%N/A0.244%
5/5/2026Bank of New York Mellon Corp949,513$24.22M0.0%-13.7%7.657%
5/4/2026NWF Advisory Services Inc.11,505$293K0.0%-16.1%0.093%
5/1/2026Fifth Third Bancorp6,645$170K0.0%N/A0.054%
5/1/2026Simplicity Wealth LLC32,787$836K0.0%+52.3%0.264%
4/28/2026 B.O.S.S. Retirement Advisors LLC51,561$1.32M0.4%-33.4%0.416%
4/27/2026World Investment Advisors21,733$554K0.0%+3.5%0.175%
4/27/2026PAX Financial Group LLC26,079$665K0.1%N/A0.210%
4/27/2026Private Advisor Group LLC357,867$9.13M0.0%-8.2%2.886%
4/23/2026Asset Allocation Strategies LLC127,462$3.25M0.6%+0.8%1.028%
4/22/2026Janney Montgomery Scott LLC17,257$440K0.0%N/A0.139%
4/22/2026 Meridian Financial Advisors LLC57,114$1.46M0.8%+29.7%0.461%
4/20/2026Ritholtz Wealth Management186,511$4.76M0.1%+19.2%1.504%
4/17/2026 Total Clarity Wealth Management Inc.111,054$2.83M0.7%N/A0.896%
4/17/2026Signal Advisors Wealth LLC60,265$1.54M0.1%N/A0.486%
4/17/2026 Stewardship Advisors LLC196,287$5.01M1.2%N/A1.583%
3/13/2026World Investment Advisors20,989$536K0.0%+90.7%0.169%
3/11/2026 Green Ridge Wealth Planning LLC103,834$2.65M1.4%N/A0.837%
3/3/2026NWF Advisory Services Inc.13,710$350K0.0%-11.1%0.111%
2/19/2026Invesco Ltd.1,609,096$41.11M0.0%+68.4%12.977%
2/19/2026Axxcess Wealth Management LLC104,868$2.68M0.0%+10.7%0.846%
2/17/2026Cetera Investment Advisers47,118$1.20M0.0%-28.5%0.380%
2/17/2026Regal Investment Advisors LLC22,938$586K0.0%-19.7%0.185%
2/17/2026Osaic Holdings Inc.55,561$1.42M0.0%+6.2%0.448%
2/17/2026Private Advisor Group LLC389,848$9.96M0.0%+32.0%3.144%
2/17/2026Royal Bank of Canada7,890$202K0.0%-56.0%0.064%
2/16/2026Mariner LLC95,240$2.43M0.0%-19.5%0.768%
2/13/2026Jacobi Capital Management LLC69,944$1.79M0.1%-0.6%0.564%
2/13/2026Asset Allocation Strategies LLC126,439$3.23M0.6%+8.5%1.020%
2/12/2026Jane Street Group LLC65,802$1.68M0.0%N/A0.531%
2/12/2026HRT Financial LP10,990$280K0.0%N/A0.089%
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2/12/2026Commonwealth Equity Services LLC75,022$1.92M0.0%+28.5%0.605%
2/12/2026Steward Partners Investment Advisory LLC23,648$604K0.0%+23.8%0.191%
2/12/2026Sepio Capital LP28,574$730K0.0%N/A0.230%
2/11/2026LPL Financial LLC3,384,749$86.48M0.0%+38.4%27.296%
2/11/2026 J.W. Cole Advisors Inc.16,223$415K0.0%-43.9%0.131%
2/10/2026Bank of New York Mellon Corp1,100,800$28.13M0.0%+0.1%8.877%
2/10/2026Goldman Sachs Group Inc.55,812$1.43M0.0%N/A0.450%
2/10/2026Beto Financial Group LLC15,433$394K0.3%N/A0.124%
2/10/2026Root Financial Partners LLC2,045$52K0.0%-62.4%0.016%
2/9/2026 Connecticut Capital Management Group LLC130,025$3.32M3.2%N/A1.049%
2/9/2026Kingsview Wealth Management LLC337,345$8.62M0.1%-3.6%2.721%
2/9/2026Harbour Investments Inc.4,750$121K0.0%-62.8%0.038%
2/6/2026Axxcess Wealth Management LLC104,937$2.68M0.0%+10.7%0.846%
2/6/2026Kingdom Financial Group LLC.11,850$303K0.1%+25.5%0.096%
2/6/2026Cedar Wealth Management LLC74,214$1.90M0.6%-3.3%0.599%
2/5/2026Western Wealth Management LLC34,847$890K0.0%+19.6%0.281%
2/4/2026World Investment Advisors20,989$536K0.0%+90.7%0.169%
2/4/2026Colonial River Investments LLC106,026$2.71M1.0%+11.5%0.855%
2/2/2026Truist Financial Corp24,053$615K0.0%+17.4%0.194%
2/2/2026FSA Advisors Inc.8,305$212K0.0%N/A0.067%
2/2/2026 B.O.S.S. Retirement Advisors LLC77,463$1.98M0.6%-62.5%0.625%
2/2/2026Ashton Thomas Securities LLC172,736$4.41M0.8%+23.5%1.393%
1/30/2026Simplicity Wealth LLC21,531$550K0.0%+5.2%0.174%
1/29/2026Comerica Bank6,645$170K0.0%+29.6%0.054%
1/29/2026Quest 10 Wealth Builders Inc.19,811$506K0.5%-2.3%0.160%
1/29/2026Concurrent Investment Advisors LLC87,413$2.23M0.0%+95.4%0.705%
1/26/2026 LifeWealth Investments LLC28,802$736K0.2%-1.6%0.232%
1/26/2026 Merit Financial Group LLC8,016$205K0.0%N/A0.065%
1/26/2026AE Wealth Management LLC990,873$25.32M0.1%+4.7%7.991%
1/26/2026Key Capital Management INC43,199$1.10M1.1%N/A0.348%
1/26/2026Slagle Financial LLC8,433$215K0.1%-5.1%0.068%
1/26/2026 San Luis Wealth Advisors LLC110,145$2.81M0.5%+16.3%0.888%
1/23/2026 Meridian Financial Advisors LLC44,034$1.13M0.6%+112.7%0.355%
1/23/2026Ritholtz Wealth Management156,510$4.00M0.1%N/A1.262%
1/22/2026Elm3 Financial Group LLC159,783$4.08M3.4%-26.8%1.289%
1/22/2026Centennial Advisors LLC12,384$316K0.4%N/A0.100%
1/21/2026 Raleigh Capital Management Inc.3,337$85K0.0%N/A0.027%
1/21/2026 Flagship Harbor Advisors LLC306,059$7.82M0.4%+7.7%2.468%
1/21/2026Leo Wealth LLC10,616$271K0.0%N/A0.086%
1/20/2026 ASL Financial LLC132,828$3.42M2.7%N/A1.071%
1/14/2026Elevatus Welath Management173,450$4.43M1.2%+261.2%1.399%
1/13/2026Avaii Wealth Management LLC25,115$642K0.2%+27.2%0.203%
1/12/2026 Brucke Financial Inc.48,390$1.24M0.7%+156.0%0.390%
1/9/2026 BOS Asset Management LLC39,006$997K0.3%+33.4%0.315%
1/8/2026 Wealth Enhancement Advisory Services LLC203,793$5.21M0.0%-12.0%1.643%
11/18/2025 San Luis Wealth Advisors LLC94,738$2.43M0.4%+14.4%0.764%
11/17/2025Mariner LLC118,363$3.03M0.0%-16.5%0.955%
11/17/2025Citadel Advisors LLC52,767$1.35M0.0%+41.5%0.426%
11/14/2025Comerica Bank5,129$131K0.0%+1,019.9%0.041%
11/13/2025Invesco Ltd.955,770$24.48M0.0%+247.3%7.708%
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11/13/2025Elevatus Welath Management48,017$1.23M0.4%+12.5%0.387%
11/13/2025Private Advisor Group LLC295,290$7.56M0.0%-3.7%2.381%
11/13/2025Cedar Wealth Management LLC76,714$1.97M0.6%+10.9%0.619%
11/13/2025Modern Wealth Management LLC393,045$10.07M0.2%N/A3.170%
11/12/2025Kingsview Wealth Management LLC349,861$8.96M0.1%+5.4%2.821%
11/12/2025 Brucke Financial Inc.18,905$484K0.3%N/A0.152%
11/7/2025Axxcess Wealth Management LLC94,763$2.43M0.1%+10.3%0.764%
11/7/2025Fortis Group Advisors LLC30,535$781K0.1%-6.3%0.246%
11/6/2025Western Wealth Management LLC29,127$746K0.0%+6.6%0.235%
11/6/2025Slagle Financial LLC8,886$228K0.1%N/A0.072%


ICLO Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of Invesco AAA CLO Floating Rate Note ETF. The most heavily invested institutionals were LPL Financial LLC ($86.48M), Invesco Ltd. ($41.11M), AE Wealth Management LLC ($25.32M), Bank of New York Mellon Corp ($24.22M), Brookstone Capital Management ($12.54M), Cetera Investment Advisers ($10.52M), and Modern Wealth Management LLC ($10.51M).Learn more on Invesco AAA CLO Floating Rate Note ETF's institutional investors.

Of the 96 institutional investors that purchased Invesco AAA CLO Floating Rate Note ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.93M), Invesco Ltd. ($1.62M), Bank of New York Mellon Corp ($1.09M), Brookstone Capital Management ($489.44K), Elm3 Financial Group LLC ($475.94K), Cetera Investment Advisers ($409.00K), and Modern Wealth Management LLC ($405.12K).

Institutional investors have bought a total of 6,223,903 shares in the last 24 months. This purchase volume represents approximately $159.00M in transactions.

Of the 31 institutional investors that sold Invesco AAA CLO Floating Rate Note ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Elevatus Welath Management ($615.69K), J.W. Cole Advisors Inc. ($252.50K), B.O.S.S. Retirement Advisors LLC ($193.12K), Bank of New York Mellon Corp ($151.29K), Envestnet Asset Management Inc. ($132.67K), Invesco Ltd. ($112K), and Elm3 Financial Group LLC ($95.52K).

Institutional investors have sold a total of 1,908,530 shares in the last 24 months. This volume of shares sold represents approximately $48.73M in transactions.


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This page (BATS:ICLO) was last updated on 7/25/2026 by MarketBeat.com Staff.
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