INVESCO AAA CLO F/R NOTE ETF (ICLO) Institutional Ownership Changes & 13F Activity

INVESCO AAA CLO F/R NOTE ETF (ICLO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Independent Advisor Alliance, Jones Financial Companies Lllp, Ifg Advisory, Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,356+3.6%97,801$2.50MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-11,664-44.5%14,522$371.47KQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+8,174+2.2%374,166$9.57MQ2 2026Aug 19, 2026
Asset Allocation Strategies LlcBuy+8,277+6.5%135,739$3.47MQ2 2026Aug 17, 2026
Invesco Ltd.Buy+1,535,5711,535,571$39.28MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+126,392+177.0%197,815$5.06MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+98,96598,965$2.53MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+50,799+665.5%58,432$1.50MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+50,09650,096$1.28MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+29,37529,375$751.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+25,941+43.6%85,432$2.19MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+21,01121,011$537.46KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+5,419+1.3%417,404$10.68MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,740-1.8%95,413$2.44MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+1,050+4.2%26,286$672.40KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+783+2.0%39,063$999.23KQ2 2026Aug 14, 2026
Elevatus Welath ManagementBuy+31,268+19.9%188,250$4.82MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-5,898-55.7%4,700$120.23KQ2 2026Aug 13, 2026
Elequin Capital, LpBuy+218218$5.58KQ2 2026Aug 13, 2026
Morgan StanleySell-98-13.1%648$16.58KQ2 2026Aug 13, 2026
Independent Advisor AllianceSell-342,401-94.2%21,184$541.89KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+44,677+10.8%457,219$11.70MQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+2,537+1088.8%2,770$70.86KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-1,806-65.9%934$23.89KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+792792$20.27KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-316-1.6%19,547$500.01KQ2 2026Aug 12, 2026
Garden State Investment Advisory Services LlcBuy+26,733+17.7%177,979$4.55MQ2 2026Aug 11, 2026
Keating Financial Advisory Services, Inc.Buy+21,079+129.2%37,399$956.67KQ2 2026Aug 11, 2026
Ritholtz Wealth ManagementSell-9,595-5.1%176,916$4.53MQ2 2026Aug 11, 2026
Empirical Asset Management, LlcBuy+3,709+44.2%12,093$309.34KQ2 2026Aug 10, 2026
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Frequently asked questions about ICLO activity

  • Which institutional owners are buying ICLO?

    Institutional owners buying ICLO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ICLO activity?

    "Buy" means an investor increased their reported position in ICLO compared to the prior reporting period. This reflects growing exposure to INVESCO AAA CLO F/R NOTE ETF (ICLO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ICLO increasing?

    Institutional interest in ICLO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.