Ritholtz Wealth Management Boosts Stock Holdings in Invesco AAA CLO Floating Rate Note ETF $ICLO

Ritholtz Wealth Management grew its holdings in Invesco AAA CLO Floating Rate Note ETF (BATS:ICLOFree Report) by 19.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 186,511 shares of the company’s stock after purchasing an additional 30,001 shares during the quarter. Ritholtz Wealth Management’s holdings in Invesco AAA CLO Floating Rate Note ETF were worth $4,758,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of ICLO. Raleigh Capital Management Inc. bought a new position in shares of Invesco AAA CLO Floating Rate Note ETF during the fourth quarter valued at approximately $85,000. Comerica Bank increased its holdings in Invesco AAA CLO Floating Rate Note ETF by 1,019.9% during the third quarter. Comerica Bank now owns 5,129 shares of the company’s stock valued at $131,000 after buying an additional 4,671 shares during the period. Merit Financial Group LLC bought a new position in Invesco AAA CLO Floating Rate Note ETF in the fourth quarter worth approximately $205,000. FSA Advisors Inc. bought a new position in Invesco AAA CLO Floating Rate Note ETF in the fourth quarter worth approximately $212,000. Finally, Leo Wealth LLC purchased a new stake in Invesco AAA CLO Floating Rate Note ETF during the fourth quarter worth $271,000.

Invesco AAA CLO Floating Rate Note ETF Price Performance

Shares of BATS ICLO opened at $25.58 on Friday. The stock’s fifty day simple moving average is $25.57 and its two-hundred day simple moving average is $25.56. Invesco AAA CLO Floating Rate Note ETF has a 12-month low of $25.23 and a 12-month high of $25.72.

Invesco AAA CLO Floating Rate Note ETF Profile

(Free Report)

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.

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Want to see what other hedge funds are holding ICLO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco AAA CLO Floating Rate Note ETF (BATS:ICLOFree Report).

Institutional Ownership by Quarter for Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO)

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