Ritholtz Wealth Management Buys 30,001 Shares of Invesco AAA CLO Floating Rate Note ETF $ICLO

Ritholtz Wealth Management increased its stake in Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO) by 19.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 186,511 shares of the company’s stock after buying an additional 30,001 shares during the period. Ritholtz Wealth Management owned 1.50% of Invesco AAA CLO Floating Rate Note ETF worth $4,758,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Concurrent Investment Advisors LLC raised its stake in shares of Invesco AAA CLO Floating Rate Note ETF by 95.4% during the fourth quarter. Concurrent Investment Advisors LLC now owns 87,413 shares of the company’s stock valued at $2,233,000 after acquiring an additional 42,674 shares in the last quarter. Elevatus Welath Management grew its stake in Invesco AAA CLO Floating Rate Note ETF by 261.2% in the fourth quarter. Elevatus Welath Management now owns 173,450 shares of the company’s stock worth $4,432,000 after purchasing an additional 125,433 shares in the last quarter. Green Ridge Wealth Planning LLC bought a new position in Invesco AAA CLO Floating Rate Note ETF in the fourth quarter worth approximately $2,653,000. Meridian Financial Advisors LLC increased its holdings in Invesco AAA CLO Floating Rate Note ETF by 112.7% during the 4th quarter. Meridian Financial Advisors LLC now owns 44,034 shares of the company’s stock worth $1,125,000 after purchasing an additional 23,334 shares during the period. Finally, Key Capital Management INC purchased a new position in Invesco AAA CLO Floating Rate Note ETF during the 4th quarter worth $1,104,000.

Invesco AAA CLO Floating Rate Note ETF Price Performance

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

Invesco AAA CLO Floating Rate Note ETF Profile

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.