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Get Institutions for : 
Invesco Aaa Clo Floating Rate Note Etf (ICLO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    5
Total shares held : 
 1,251,735  
% of shares held : 
 13.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 1,008,147  
% of shares held change : 
   11.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 616,835
 49.28%
 
Increased Positions :
6
 393,732
 31.45%
 
Unchanged Positions :
3
 51,056
 4.08%
 
Decreased Positions :
1
-2,020
-0.16%
 
Closed Positions :
1
-400
-0.03%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 435 - 2024-03-31 446,224 $11,428,000 173,726
   Knott David M Jr 9 - 2023-12-31 307,019 $7,848,000 229,642
   ENVESTNET ASSET MANAGEMENT INC 1990 *New 2023-12-31 169,844 $4,341,000 169,844
   J.W. COLE ADVISORS INC. 129 - 2024-03-31 136,289 $3,490,000 10,564
   JANE STREET GROUP LLC 2153 - 2023-12-31 99,747 $2,550,000 87,760
   Kingsview Wealth Management LLC 317 - 2024-03-31 86,648 $2,219,000 27,038
   Pillar Wealth Advisors LLC 20 *New 2024-03-31 61,805 $1,583,000 61,805
   INVESCO LTD 2799 - 2023-12-31 39,000 $997,000 0
   Bienville Capital Management LLC 46 *New 2023-12-31 32,057 $819,000 32,057
   Advisor Group Holdings Inc. 2656 - 2024-03-31 26,927 $690,000 -13,005
   FLOW TRADERS U.S. LLC 413 - 2023-12-31 26,471 $677,000 12,732
   LPL FINANCIAL CORP 3469 *New 2024-03-31 26,038 $667,000 26,038
   Seed Wealth Management Inc. 60 - 2024-03-31 17,260 $442,000 -6,270
   BANK OF MONTREAL /CAN/ 2127 *New 2023-12-31 16,711 $429,000 16,711
   MORGAN STANLEY 5385 - 2023-12-31 11,000 $281,000 0
   Brookstone Capital Management 844 *New 2024-03-31 8,467 $217,000 8,467
   PRINCIPAL SECURITIES INC. 1860 *New 2024-03-31 1,000 $26,000 1,000
   Fortitude Family Office LLC 1048 *Closed 2024-03-31 0 $0 -1,056
   PROEQUITIES INC. 8171 - 2024-03-31 0 $0 0
   3EDGE Asset Management LP 68 *Closed 2024-03-31 0 $0 -27,535
  20 Records found
  1    
  Page 1 of 1
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