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

$25.62
+0.02 (+0.08%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$10.79M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$212.21K
Get ICLO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco AAA CLO Floating Rate Note ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
2/8/2024Kingsview Wealth Management LLC59,610$1.52M0.0%+72.0%4.585%
1/31/2024J.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%
1/16/20243EDGE 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%
10/16/20233EDGE 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, the following institutional investors and hedge funds held shares of Invesco AAA CLO Floating Rate Note ETF shares: Wealth Enhancement Advisory Services LLC ($11.43M), J.W. Cole Advisors Inc. ($3.21M), Kingsview Wealth Management LLC ($1.52M), 3EDGE Asset Management LP ($704K), Seed Wealth Management Inc. ($442K), and Brookstone Capital Management ($217K), and Fortitude Family Office LLC ($27K).Learn more on ICLO's institutional investors.

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

The following institutional investors have purchased Invesco AAA CLO Floating Rate Note ETF stock in the last 24 months: Wealth Enhancement Advisory Services LLC ($173.73K), J.W. Cole Advisors Inc. ($125.73K), Kingsview Wealth Management LLC ($59.61K), 3EDGE Asset Management LP ($27.54K), Seed Wealth Management Inc. ($25.55K), Brookstone Capital Management ($8.47K), and Fortitude Family Office LLC ($1.06K).

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

Institutional investors have bought a total of 421,669 shares in the last 24 months. This purchase volume represents approximately $10.79M 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: Seed Wealth Management Inc. ($8.29K).

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

Institutional investors have sold a total of 8,290 shares in the last 24 months. This volume of shares sold represents approximately $212.21K in transactions.


This page (BATS:ICLO) was last updated on 4/27/2024 by MarketBeat.com Staff

From Our Partners