Invesco AAA CLO Floating Rate Note ETF
ICLO
73 hedge funds and large institutions have $265M invested in Invesco AAA CLO Floating Rate Note ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
113% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 16
30% more capital invested
Capital invested by funds: $203M → $265M (+$61.7M)
14% more funds holding
Funds holding: 64 → 73 (+9)
7.72% more ownership
Funds ownership: 64.34% → 72.06% (+7.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$24.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$17.4M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$10.1M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.01M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.79M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.73M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$1.43M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$971K |
| 5 |
EFG
Elm3 Financial Group
Alpharetta,
Georgia
|
-$945K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
76
Flow Traders U.S.
New York
| – | -$280K | -10,939 | Closed |
|
|
PSFG
77
Park Square Financial Group
Roswell,
Georgia
| – | -$196K | -7,684 | Closed |
|
|
T
78
Transce3nd
Kyle,
Texas
| – | -$77.2K | -3,021 | Closed |
|
79
UBS Group
Zurich,
Switzerland
| – | -$6.77K | -265 | Closed |
|
|
IA
80
IFP Advisors
Tampa,
Florida
| – | -$4.58K | -179 | Closed |
|
81
Fidelity Investments
Boston,
Massachusetts
| – | -$1.56K | -61 | Closed |
|
ICLO Hedge Fund Activity: Q3 2025 in Review
73 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco AAA CLO Floating Rate Note ETF (ICLO) for Q3 2025, worth a combined $265M — up 30% from $203M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ICLO positions and 8 closed out — a net gain of 9 holders — while 34 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $24.1M. The largest seller was Jane Street, exiting entirely with an estimated $4.79M sold.
- 73 institutional investors held Invesco AAA CLO Floating Rate Note ETF (ICLO) as of Q3 2025, up from 64 in Q2 2025.
- Funds reported $265M of Invesco AAA CLO Floating Rate Note ETF stock for Q3 2025, up 30% quarter-over-quarter.
- 17 funds opened new Invesco AAA CLO Floating Rate Note ETF positions in Q3 2025 and 8 closed out, a net change of +9 holders.
- The largest Invesco AAA CLO Floating Rate Note ETF buyer in Q3 2025 was LPL Financial, an estimated $24.1M added.
- The largest Invesco AAA CLO Floating Rate Note ETF seller in Q3 2025 was Jane Street, an estimated $4.79M sold.
Based on aggregated 13F filings for Q3 2025.