Concurrent Investment Advisors LLC Buys 42,674 Shares of Invesco AAA CLO Floating Rate Note ETF $ICLO

Concurrent Investment Advisors LLC boosted its stake in shares of Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO) by 95.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 87,413 shares of the company’s stock after purchasing an additional 42,674 shares during the quarter. Concurrent Investment Advisors LLC owned about 0.70% of Invesco AAA CLO Floating Rate Note ETF worth $2,233,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in ICLO. AE Wealth Management LLC boosted its holdings in Invesco AAA CLO Floating Rate Note ETF by 4.7% in the fourth quarter. AE Wealth Management LLC now owns 990,873 shares of the company’s stock worth $25,317,000 after acquiring an additional 44,857 shares in the last quarter. Invesco Ltd. boosted its holdings in Invesco AAA CLO Floating Rate Note ETF by 247.3% in the third quarter. Invesco Ltd. now owns 955,770 shares of the company’s stock worth $24,477,000 after acquiring an additional 680,588 shares in the last quarter. Modern Wealth Management LLC acquired a new stake in Invesco AAA CLO Floating Rate Note ETF in the third quarter worth about $10,066,000. Kingsview Wealth Management LLC boosted its holdings in Invesco AAA CLO Floating Rate Note ETF by 5.4% in the third quarter. Kingsview Wealth Management LLC now owns 349,861 shares of the company’s stock worth $8,960,000 after acquiring an additional 17,890 shares in the last quarter. Finally, Flagship Harbor Advisors LLC boosted its holdings in Invesco AAA CLO Floating Rate Note ETF by 7.7% in the fourth quarter. Flagship Harbor Advisors LLC now owns 306,059 shares of the company’s stock worth $7,820,000 after acquiring an additional 21,944 shares in the last quarter.

Invesco AAA CLO Floating Rate Note ETF Price Performance

Shares of BATS ICLO opened at $25.51 on Wednesday. The business has a 50-day simple moving average of $25.53 and a two-hundred day simple moving average of $25.56. Invesco AAA CLO Floating Rate Note ETF has a fifty-two week low of $25.23 and a fifty-two week high of $25.70.

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.