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

Invesco AAA CLO Floating Rate Note ETF logo
$25.62 0.00 (0.00%)
As of 07/2/2026 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)
$161.75M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$53.59M
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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
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%
4/28/2026B.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%
4/22/2026Meridian Financial Advisors LLC57,114$1.46M0.8%+29.7%0.461%
4/20/2026Ritholtz Wealth Management186,511$4.76M0.1%+19.2%1.504%
4/17/2026Total 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%
4/17/2026Stewardship Advisors LLC196,287$5.01M1.2%N/A1.583%
3/13/2026World Investment Advisors20,989$536K0.0%+90.7%0.169%
3/11/2026Green 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%
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%
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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%
2/11/2026J.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%
2/9/2026Connecticut 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%
2/2/2026B.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%
1/26/2026LifeWealth Investments LLC28,802$736K0.2%-1.6%0.232%
1/26/2026Merit 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%
1/26/2026San Luis Wealth Advisors LLC110,145$2.81M0.5%+16.3%0.888%
1/23/2026Meridian 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%
1/21/2026Raleigh Capital Management Inc.3,337$85K0.0%N/A0.027%
1/21/2026Flagship Harbor Advisors LLC306,059$7.82M0.4%+7.7%2.468%
1/21/2026Leo Wealth LLC10,616$271K0.0%N/A0.086%
1/20/2026ASL 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%
1/12/2026Brucke Financial Inc.48,390$1.24M0.7%+156.0%0.390%
1/9/2026BOS Asset Management LLC39,006$997K0.3%+33.4%0.315%
1/8/2026Wealth Enhancement Advisory Services LLC203,793$5.21M0.0%-12.0%1.643%
11/18/2025San 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%
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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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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%
11/12/2025Brucke 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%
11/5/2025B.O.S.S. Retirement Advisors LLC206,742$5.30M1.3%-15.5%1.667%
11/5/2025Flagship Harbor Advisors LLC284,115$7.28M0.3%+13.5%2.291%


ICLO Institutional Ownership - Frequently Asked Questions

During the previous two years, 100 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 95 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 6,331,546 shares in the last 24 months. This purchase volume represents approximately $161.75M in transactions.

Of the 32 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 ($240.47K), Elm3 Financial Group LLC ($171.84K), Bank of New York Mellon Corp ($151.29K), Wealth Enhancement Advisory Services LLC ($139.38K), and Envestnet Asset Management Inc. ($132.67K).

Institutional investors have sold a total of 2,098,651 shares in the last 24 months. This volume of shares sold represents approximately $53.59M in transactions.


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This page (BATS:ICLO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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