§ EQUITY
USDICLO
INVESCO AAA CLO F/R NOTE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 3.7M | 0.0% | +11% |
| Bank of New York Mellon Corp | 944K | 0.0% | −14% |
| Cetera Investment Advisers | 413K | 0.0% | +776% |
| Modern Wealth Management, LLC | 412K | 0.2% | +3% |
| FLAGSHIP HARBOR ADVISORS, LLC | 371K | 0.4% | +21% |
| Kingsview Wealth Management, LLC | 366K | 0.1% | +8% |
◇ AC INTELLIGENCE
Top institutional owners for ICLO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER79.1% · 79 holders
PASSIVE / INDEX11.9% · 1 holder
DEALER / BANK8.4% · 8 holders
INCOME / DEFENSIVE0.4% · 1 holder
TACTICAL / MACRO0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ICLO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ICLO yet.