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

Invesco AAA CLO Floating Rate Note ETF logo
$25.58 +0.02 (+0.08%)
As of 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)
75
Total
Institutional Inflows
(last 12 months)
$185.97M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$63.12M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank 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%
4/27/2026 World 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%
4/23/2026 Asset 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%
3/13/2026 World 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%
2/17/2026Cetera 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%
2/17/2026 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%
2/13/2026Jacobi Capital Management LLC69,944$1.79M0.1%-0.6%0.564%
2/13/2026 Asset 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%
2/12/2026 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%
2/12/2026Sepio 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%
2/10/2026 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%
2/9/2026Harbour 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%
2/6/2026Kingdom 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%
2/4/2026 World 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%
2/2/2026Ashton 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%
1/29/2026Quest 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%
1/26/2026AE Wealth Management LLC990,873$25.32M0.1%+4.7%7.991%
1/26/2026Key Capital Management INC43,199$1.10M1.1%N/A0.348%
1/26/2026 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%
1/14/2026 Elevatus 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%
11/13/2025Invesco Ltd.955,770$24.48M0.0%+247.3%7.708%
11/13/2025 Elevatus 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%
11/13/2025Cedar 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%
11/7/2025 Axxcess 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%
11/6/2025 Slagle Financial LLC8,886$228K0.1%N/A0.072%
11/5/2025 B.O.S.S. Retirement Advisors LLC206,742$5.30M1.3%-15.5%1.667%
11/5/2025 Flagship Harbor Advisors LLC284,115$7.28M0.3%+13.5%2.291%
11/5/2025 J.W. Cole Advisors Inc.28,898$740K0.0%-65.9%0.233%
11/5/2025 Envestnet Asset Management Inc.90,878$2.33M0.0%-19.4%0.733%
11/4/2025Howard Capital Management Inc.9,401$241K0.0%-61.3%0.076%
11/3/2025AE Wealth Management LLC946,016$24.23M0.2%+49.4%7.629%
11/3/2025 Truist Financial Corp20,496$525K0.0%+41.3%0.165%
10/31/2025 NWF Advisory Services Inc.15,420$395K0.0%N/A0.124%
10/30/2025Kingdom Financial Group LLC.9,445$242K0.1%N/A0.076%
10/29/2025 Root Financial Partners LLC5,445$139K0.0%N/A0.044%


ICLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICLO shares?

During the previous two years, 99 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), Modern Wealth Management LLC ($10.07M), and Private Advisor Group LLC ($9.13M).Learn more on Invesco AAA CLO Floating Rate Note ETF's institutional investors.

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

Of the 94 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), Modern Wealth Management LLC ($393.05K), and AE Wealth Management LLC ($380.52K).

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

Institutional investors have bought a total of 7,283,025 shares in the last 24 months. This purchase volume represents approximately $185.97M in transactions.

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

Of the 35 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), Elm3 Financial Group LLC ($316.16K), J.W. Cole Advisors Inc. ($252.50K), B.O.S.S. Retirement Advisors LLC ($240.47K), Bank of New York Mellon Corp ($151.29K), Wealth Enhancement Advisory Services LLC ($139.38K), and Invesco Ltd. ($134.49K).

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

Institutional investors have sold a total of 2,473,031 shares in the last 24 months. This volume of shares sold represents approximately $63.12M in transactions.


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