181,128 Shares of Invesco AAA CLO Floating Rate Note ETF $ICLO Purchased by Ritholtz Wealth Management

Ritholtz Wealth Management acquired a new stake in Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 181,128 shares of the company’s stock, valued at approximately $4,635,000.

A number of other institutional investors also recently added to or reduced their stakes in ICLO. Elm3 Financial Group LLC purchased a new stake in Invesco AAA CLO Floating Rate Note ETF in the 3rd quarter valued at approximately $3,209,000. Stewardship Advisors LLC acquired a new position in Invesco AAA CLO Floating Rate Note ETF during the 3rd quarter worth approximately $5,463,000. Cadent Capital Advisors LLC purchased a new position in shares of Invesco AAA CLO Floating Rate Note ETF during the 3rd quarter worth approximately $3,049,000. Avaii Wealth Management LLC purchased a new position in shares of Invesco AAA CLO Floating Rate Note ETF during the 3rd quarter worth approximately $706,000. Finally, Commonwealth Financial Services LLC purchased a new position in shares of Invesco AAA CLO Floating Rate Note ETF during the 3rd quarter worth approximately $8,875,000.

Invesco AAA CLO Floating Rate Note ETF Price Performance

ICLO opened at $25.62 on Friday. Invesco AAA CLO Floating Rate Note ETF has a 12 month low of $25.23 and a 12 month high of $25.72. The business has a 50 day simple moving average of $25.60 and a 200-day simple moving average of $25.58.

About Invesco AAA CLO Floating Rate Note ETF

The Invesco Aaa Clo Floating Rate Note ETF (ICLO) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed to invest in USD-denominated floating rate CLOs that are rated AAA or equivalent. ICLO was launched on Dec 9, 2022 and is managed by Invesco.