Invesco Actively Managed EXC (ICLO): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of ICLO (all 13F filers)
- LPL Financial3.9 MWealth adviser+114 K
- Invesco1.5 MInvestment firm−6,132
- Bank of New York Mellon945 KBank or trading desk−4,644
- Private Advisor Group798 KType not verified+440 K
- Cetera Investment Advisers457 KWealth adviser+45 K
- Commonwealth Financial Services451 KType not verified+451 K
- Modern Wealth Management417 KWealth adviser+5,419
- Flagship Harbor Advisors403 KType not verified+32 K
- Kingsview Wealth Management374 KWealth adviser+8,174
- Envestnet Asset Management373 KWealth adviser+179 K
- Shares
- 3.9 M
- Change
- +114 K
See more
- Type
- Wealth adviser
- Value
- $98.7M
- Shares
- 1.5 M
- Change
- −6,132
See more
- Type
- Investment firm
- Value
- $39.3M
- Shares
- 945 K
- Change
- −4,644
See more
- Type
- Bank or trading desk
- Value
- $24.2M
- Shares
- 798 K
- Change
- +440 K
See more
- Type
- Type not verified
- Value
- $20.4M
- Shares
- 457 K
- Change
- +45 K
See more
- Type
- Wealth adviser
- Value
- $11.7M
- Commonwealth Financial Services
- Shares
- 451 K
- Change
- +451 K
See more
- Type
- Type not verified
- Value
- $11.5M
- Shares
- 417 K
- Change
- +5,419
See more
- Type
- Wealth adviser
- Value
- $10.7M
- Shares
- 403 K
- Change
- +32 K
See more
- Type
- Type not verified
- Value
- $10.3M
- Shares
- 374 K
- Change
- +8,174
See more
- Type
- Wealth adviser
- Value
- $9.6M
- Shares
- 373 K
- Change
- +179 K
See more
- Type
- Wealth adviser
- Value
- $9.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗