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

Invesco AAA CLO Floating Rate Note ETF logo
$25.64 +0.01 (+0.04%)
As of 12:52 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)
69
Total
Institutional Inflows
(last 12 months)
$147.08M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$37.54M
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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
8/12/2026 Compass Financial Management LLC6,076$155K0.0%N/A0.049%
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%
5/19/2026 Ashton 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%
5/13/2026 Cetera Investment Advisers412,542$10.52M0.0%+775.6%3.327%
5/12/2026 Phillip James Consulting Co.20,716$528K0.4%N/A0.167%
5/8/2026 PNC Financial Services Group Inc.30,201$770K0.0%N/A0.244%
5/5/2026 Bank of New York Mellon Corp949,513$24.22M0.0%-13.7%7.657%
5/4/2026 NWF Advisory Services Inc.11,505$293K0.0%-16.1%0.093%
5/1/2026 Fifth Third Bancorp6,645$170K0.0%N/A0.054%
5/1/2026 Simplicity 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%
4/27/2026 PAX Financial Group LLC26,079$665K0.1%N/A0.210%
4/27/2026 Private 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%
4/22/2026 Janney Montgomery Scott LLC17,257$440K0.0%N/A0.139%
4/22/2026 Meridian Financial Advisors LLC57,114$1.46M0.8%+29.7%0.461%
4/20/2026 Ritholtz 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%
4/17/2026 Signal 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%
3/3/2026 NWF 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%
2/19/2026 Axxcess Wealth Management LLC104,868$2.68M0.0%+10.7%0.846%
2/17/2026 Cetera 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%
2/17/2026 Private 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%
2/13/2026 Jacobi 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%
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2/12/2026HRT Financial LP10,990$280K0.0%N/A0.089%
2/12/2026 Commonwealth 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%
2/12/2026 Sepio Capital LP28,574$730K0.0%N/A0.230%
2/11/2026 LPL 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%
2/10/2026 Bank 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%
2/10/2026 Beto Financial Group LLC15,433$394K0.3%N/A0.124%
2/10/2026 Root 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%
2/9/2026 Harbour Investments Inc.4,750$121K0.0%-62.8%0.038%
2/6/2026 Axxcess Wealth Management LLC104,937$2.68M0.0%+10.7%0.846%
2/6/2026 Kingdom Financial Group LLC.11,850$303K0.1%+25.5%0.096%
2/6/2026 Cedar 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%
2/4/2026 Colonial River Investments LLC106,026$2.71M1.0%+11.5%0.855%
2/2/2026 Truist 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%
2/2/2026 Ashton Thomas Securities LLC172,736$4.41M0.8%+23.5%1.393%
1/30/2026 Simplicity Wealth LLC21,531$550K0.0%+5.2%0.174%
1/29/2026Comerica Bank6,645$170K0.0%+29.6%0.054%
1/29/2026 Quest 10 Wealth Builders Inc.19,811$506K0.5%-2.3%0.160%
1/29/2026 Concurrent 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%
1/26/2026 AE Wealth Management LLC990,873$25.32M0.1%+4.7%7.991%
1/26/2026 Key Capital Management INC43,199$1.10M1.1%N/A0.348%
1/26/2026 Slagle 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%
1/23/2026 Ritholtz Wealth Management156,510$4.00M0.1%N/A1.262%
1/22/2026 Elm3 Financial Group LLC159,783$4.08M3.4%-26.8%1.289%
1/22/2026 Centennial 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%
1/13/2026 Avaii 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%
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11/13/2025Invesco Ltd.955,770$24.48M0.0%+247.3%7.708%
11/13/2025Elevatus Welath Management48,017$1.23M0.4%+12.5%0.387%
11/13/2025 Private Advisor Group LLC295,290$7.56M0.0%-3.7%2.381%
11/13/2025 Cedar 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%
11/7/2025 Axxcess Wealth Management LLC94,763$2.43M0.1%+10.3%0.764%
11/7/2025 Fortis Group Advisors LLC30,535$781K0.1%-6.3%0.246%
11/6/2025Western Wealth Management LLC29,127$746K0.0%+6.6%0.235%


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 5,756,790 shares in the last 24 months. This purchase volume represents approximately $147.08M in transactions.

Of the 26 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), B.O.S.S. Retirement Advisors LLC ($193.12K), Bank of New York Mellon Corp ($151.29K), Elm3 Financial Group LLC ($95.52K), Wealth Enhancement Advisory Services LLC ($95.29K), J.W. Cole Advisors Inc. ($68.55K), and Osaic Holdings Inc. ($48.61K).

Institutional investors have sold a total of 1,469,989 shares in the last 24 months. This volume of shares sold represents approximately $37.54M in transactions.


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Institutional ownership data for BATS:ICLO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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