ICLO

Invesco Aaa Clo F/r Note ETF

+$14.2M

Net Activity

Institutions Holding

90

Popularity Rank

#4679

Avg Weight

0.30%

Total Value

$330.4M

Ownership Trend

90 institutions currently hold ICLO, with 60 net buyers and 42 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

42

Net Buying Institutions

60

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$95.6M
IL
Invesco Ltd.
$39.3M
BO
Bank of New York Mellon Corp
$24.2M
CI
Cetera Investment Advisers
$10.5M
MW
Modern Wealth Management, LLC
$10.5M

Top 5 by Conviction

CC
Connecticut Capital Management Group, LLC
3.19%
EF
Elm3 Financial Group, LLC
3.08%
AF
ASL Financial, LLC
2.64%
EW
Elevatus Welath Management
2.10%
RW
Rooted Wealth Advisors, Inc.
1.62%
View all 90 holding institutions

Quarterly Activity

Recent Activity

+$231.8M

Total Buy Value

$147.6M

Total Sell Value

New buy24
Trim24
Add36
Sold out18

60

Net Buyers

42

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO AAA CLO F/R NOTE ETF (ICLO)?
Major stakeholders currently include LPL Financial LLC ($95.6M), Invesco Ltd. ($39.3M), Bank of New York Mellon Corp ($24.2M). Based on the latest 13F filings, there are a total of 90 tracked investment funds and institutions maintaining positions in ICLO.
What is the overall institutional sentiment toward ICLO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $14.2M, driven by 60 managers accumulating shares while 42 reduced their exposure.
Which institutions have been selling or reducing their ICLO positions?
In the latest period, 24 funds trimmed their holdings, and 18 managers completely exited their positions. The aggregate reported sell value was $147.6M.
Are there any notable investors adding ICLO to their portfolios?
Yes, buying activity remains notable. 24 institutions opened new positions in {ticker}, and 36 existing holders added to their shares. The total reported buy value for the quarter amounted to $231.8M.

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