Stock Analysis
Data Source: SEC EDGAR 13F
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Invesco Actively Managed Exc (ICLO)

91 + Investors. Track Smart Money conviction in ICLO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
61%

Smart Money Signals — ICLO

Based on 92 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ICLO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
92 hedge funds hold ICLO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +46% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+46% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

55 buying35 selling
Last quarter: 55 funds were net buyers (14 opened a brand new position + 41 added to an existing one). Only 35 were sellers (24 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 24 → 23 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 47% entered in last year

13% conviction (2yr+) 40% medium 47% new
Only 12 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~14 new funds/quarter

9 → 15 → 24 → 23 → 14 new funds/Q
New funds entering each quarter: 15 → 24 → 23 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 60% of holders entered in last year

11% veterans 29% 1-2yr 60% new
Of 92 current holders: 55 (60%) entered in the past year, only 10 (11%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
12 of 92 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in ICLO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ICLO

In 2026 Q2, 55 hedge funds were net buyers of ICLO (14 opened a new position, 41 added to an existing one), while 35 reduced or exited (24 trimmed, 11 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in ICLO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 92.

Hedge Fund Ownership: ICLO

How many hedge funds hold ICLO — quarterly history vs. share price
Quarterly hedge fund ownership of ICLO vs. share price

Market Analysis: ICLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ICLO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 3 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: ICLO
91 + Investors

Track Smart Money conviction in ICLO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 91 89 2.25%
13F Shares 14M 13M 8.81%
Total Value $359M $325M 10.6%
New Positions 14 23 -9
Increased Positions 40 36 +4
Closed Positions 12 18 -6
Reduced Positions 24 24 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ICLO

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Institutional Holders (2026 Q2)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ICLO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ICLO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Connecticut Capital Management Group, LLC 2.76% 133,686 $3.4M
2 Elm3 Financial Group, LLC 2.25% 128,316 $3.3M
3 ASL Financial, LLC 2.21% 122,913 $3.1M
4 Commonwealth Financial Services, LLC 1.55% 450,516 $11.5M
5 Rooted Wealth Advisors, Inc. 1.55% 246,958 $6.3M
6 Green Ridge Wealth Planning LLC 1.25% 116,330 $3.0M
7 San Luis Wealth Advisors LLC 1.19% 310,063 $7.9M
8 Elevatus Welath Management 1.17% 188,250 $4.8M
9 Stewardship Advisors, LLC 1.11% 208,998 $5.3M
10 Garden State Investment Advisory Services LLC 0.82% 177,979 $4.6M
11 Meridian Financial Advisors, LLC 0.75% 61,209 $1.6M
12 Cedar Wealth Management, LLC 0.62% 93,809 $2.4M
13 Ashton Thomas Securities, LLC 0.60% 158,725 $4.1M
14 Total Clarity Wealth Management, Inc. 0.58% 116,848 $3.0M
15 Asset Allocation Strategies LLC 0.53% 135,739 $3.5M
16 Brucke Financial, Inc. 0.49% 42,676 $1.1M
17 Flagship Harbor Advisors, LLC 0.39% 402,524 $10.3M
18 Petix & Botte Co 0.35% 67,878 $1.7M
19 B.O.S.S. Retirement Advisors, LLC 0.30% 42,733 $1.1M
20 Beto Financial Group, LLC 0.25% 18,480 $472K
21 Avaii Wealth Management, LLC 0.20% 27,275 $698K
22 Modern Wealth Management, LLC 0.13% 417,404 $10.7M
23 Keating Financial Advisory Services, Inc. 0.13% 37,399 $957K
24 Kingsview Wealth Management, LLC 0.12% 374,166 $9.6M
25 PAX Financial Group, LLC 0.10% 26,074 $667K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Actively Managed Exc (ICLO)

What does the Smart Money Trend signal show for ICLO?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ICLO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ICLO?

More buyers than sellers — 61% buying: Last quarter: 55 funds were net buyers (14 opened a brand new position + 41 added to an existing one). Only 35 were sellers (24 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ICLO holders?

Elite ownership — 51% AUM from top-100 funds: 12 of 92 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in ICLO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ICLO?

Mostly new holders — 47% entered in last year: Only 12 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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