Invesco AAA CLO Floating Rate Note ETF
ICLO
93 hedge funds and large institutions have $377M invested in Invesco AAA CLO Floating Rate Note ETF in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 9 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 24
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
14% more capital invested
Capital invested by funds: $330M → $377M (+$46.3M)
3% more funds holding
Funds holding: 90 → 93 (+3)
0.91% less ownership
Funds ownership: 76.43% → 75.52% (-0.91%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$11.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$11.3M |
| 3 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$5.77M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.56M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$8.75M |
| 2 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$2.85M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$1.39M |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$1.23M |
| 5 |
BAM
BOS Asset Management
Springfield,
Illinois
|
-$995K |
ICLO Hedge Fund Activity: Q2 2026 in Review
93 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Invesco AAA CLO Floating Rate Note ETF (ICLO) for Q2 2026, worth a combined $377M — up 14% from $330M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ICLO positions and 9 closed out — a net gain of 4 holders — while 43 added to existing stakes and 24 trimmed.
The largest buyer was Commonwealth Financial Services, opening a new position worth an estimated $11.5M. The largest seller was Independent Advisor Alliance, cutting an estimated $8.75M.
- 93 institutional investors held Invesco AAA CLO Floating Rate Note ETF (ICLO) as of Q2 2026, up from 90 in Q1 2026.
- Funds reported $377M of Invesco AAA CLO Floating Rate Note ETF stock for Q2 2026, up 14% quarter-over-quarter.
- 13 funds opened new Invesco AAA CLO Floating Rate Note ETF positions in Q2 2026 and 9 closed out, a net change of +4 holders.
- The largest Invesco AAA CLO Floating Rate Note ETF buyer in Q2 2026 was Commonwealth Financial Services, an estimated $11.5M added.
- The largest Invesco AAA CLO Floating Rate Note ETF seller in Q2 2026 was Independent Advisor Alliance, an estimated $8.75M sold.
Based on aggregated 13F filings for Q2 2026.