Invesco AAA CLO Floating Rate Note ETF
ICLO
64 hedge funds and large institutions have $222M invested in Invesco AAA CLO Floating Rate Note ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.
467% more capital inflows, than outflows
Capital inflows: $85.9M | Capital outflows: $15.1M
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
42% more funds holding
Funds holding: 45 → 64 (+19)
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
32.93% less ownership
Funds ownership: 95.6% → 62.67% (-33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$27.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$15.2M |
| 3 |
Proficio Capital Partners
Newton,
Massachusetts
|
+$8.49M |
| 4 |
Elevatus Welath Management
Victor,
New York
|
+$5.57M |
| 5 |
J.W. Cole Advisors
Tampa,
Florida
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Elm3 Financial Group
Alpharetta,
Georgia
|
-$3.7M |
| 2 |
DMKJ
David M. Knott Jr
|
-$3.36M |
| 3 |
Founders Financial Securities
Towson,
Maryland
|
-$3.08M |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
-$868K |
| 5 |
Flow Traders U.S.
New York
|
-$748K |
ICLO Hedge Fund Activity: Q1 2025 in Review
64 of the 7,488 institutional investors tracked by Wall St. Rank reported a position in Invesco AAA CLO Floating Rate Note ETF (ICLO) for Q1 2025, worth a combined $222M — up 45% from $153M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ICLO positions and 6 closed out — a net gain of 21 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $27.2M. The largest seller was Elm3 Financial Group, cutting an estimated $3.7M.
- 64 institutional investors held Invesco AAA CLO Floating Rate Note ETF (ICLO) as of Q1 2025, up from 45 in Q4 2024.
- Funds reported $222M of Invesco AAA CLO Floating Rate Note ETF stock for Q1 2025, up 45% quarter-over-quarter.
- 27 funds opened new Invesco AAA CLO Floating Rate Note ETF positions in Q1 2025 and 6 closed out, a net change of +21 holders.
- The largest Invesco AAA CLO Floating Rate Note ETF buyer in Q1 2025 was Bank of New York Mellon, an estimated $27.2M added.
- The largest Invesco AAA CLO Floating Rate Note ETF seller in Q1 2025 was Elm3 Financial Group, an estimated $3.7M sold.
Based on aggregated 13F filings for Q1 2025.