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ICLO

Invesco AAA CLO Floating Rate Note ETF
1W: +0.2% 1M: +0.1% 3M: -0.2% YTD: +0.8% 1Y: +4.1% 3Y: +20.4%
$25.57
+0.01 (+0.04%)
After Hours: $24.51 (-1.06, -4.13%)
ETF CBOE · AUM $418.1M
ETF-Level Metrics
AUM$418M
Holdings5
Top 10 Wt42.6%
Beta0.03
% Profitable23%
Coverage7%
Portfolio Valuation
P/E29.0
P/B5.3
P/S4.1
EV/EBITDA21.9
P/FCF24.2
PEG2.34
Profitability & Returns
Gross Margin49.9%
Net Margin14.2%
ROE18.3%
ROA10.0%
ROIC28.1%
Div Yield4.73%
Leverage & Liquidity
Debt/Equity0.47
Debt/Assets0.25
Net Debt/EBITDA1.1x
Interest Cov9.6x
Current Ratio1.26
Quick Ratio0.74
Growth (YoY)
Revenue+2.1%
Net Income-21.5%
EPS-9.7%
FCF+109.5%
EBITDA-16.7%
Rev CAGR 3Y+13.4%
Quality Scores
Piotroski F5.4
Altman Z4.57
IS Quality78.9
IS Overall57.6
IS Value52.2
Median P/E32.1

Sector Breakdown

4 sectors
Sector # Holdings Total Weight % Avg P/E
Other 138 87.9%
Financial Services 9 7.4% 9.9
Consumer Cyclical 6 3.1% 32.1
Basic Materials 2 1.3% -1.7

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 155 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Ares LIII CLO Ltd Private 3.46% $15.0M 15,000,000
2 BlackRock DLF X 2025-C CLO LP Private 3.28% $14.0M 14,030,000
3 Barings Euro CLO 2024-1 DAC Private 3.18% $13.8M 12,000,000
4 Whetstone Park CLO Ltd Private 2.43% $10.5M 10,500,000
5 RR 26 Ltd Private 2.31% $10.0M 10,000,000
6 Cairn Clo XVI DAC Private 2.14% $9.3M 8,100,000
7 Sona Fios CLO II DAC Private 1.86% $8.1M 7,000,000
8 Carlyle US CLO 2022-3 Ltd Private 1.84% $8.0M 8,000,000
9 Blackrock MT Lassen Clo XV LLC Private 1.74% $7.5M 7,500,000
10 Park Blue CLO 2025-VII Ltd Private 1.67% $7.2M 7,250,000
11 Park Blue CLO 2022-1 Ltd Private 1.48% $6.4M 6,400,000
12 Goldentree Loan Management US Clo 9 Ltd Private 1.46% $6.3M 6,300,000
13 Neuberger Berman Loan Advisers CLO 47 Ltd NLSIX 1.45% $6.2M 6,250,000 $8.1B Financial Services
14 Cedar Funding IX CLO Ltd Private 1.39% $6.0M 6,000,000
15 Elmwood CLO III Ltd Private 1.39% $6.0M 6,000,000
16 Neuberger Berman Loan Advisers Clo 40 Ltd NLSIX 1.39% $6.0M 6,000,000 $8.1B Financial Services
17 OHA Credit Funding 17-R Ltd Private 1.38% $6.0M 6,000,000
18 Green Lakes Park CLO LLC Private 1.23% $5.3M 5,350,000
19 Cairn CLO XIII DAC Private 1.20% $5.2M 4,500,000
20 New Mountain CLO 8 Ltd Private 1.17% $5.0M 5,000,000
21 Cedar Funding XIV CLO Ltd Private 1.16% $5.0M 5,000,000
22 Sixth Street CLO XX Ltd Private 1.16% $5.0M 5,000,000
23 Golub Capital Partners CLO 61M GBDC 1.16% $5.0M 5,000,000 9.9 $3.3B Financial Services
24 Magnetite XXXVII Ltd Private 1.15% $5.0M 5,000,000
25 Milford Park CLO Ltd Private 1.15% $5.0M 5,000,000
26 Oak Hill Credit Partners X-R Ltd Private 1.15% $5.0M 5,000,000
27 Cedar Funding V CLO Ltd Private 1.15% $5.0M 5,000,000
28 Empower CLO 2024-1 Ltd Private 1.11% $4.8M 4,800,000
29 Regatta XVII Funding Ltd Private 1.07% $4.6M 4,600,000
30 Golub Capital Partners CLO 19B-R3 Ltd Private 1.05% $4.5M 4,500,000
31 Signal Peak CLO 10 Ltd Private 1.04% $4.5M 4,500,000
32 Neuberger Berman Loan Advisers CLO 33 Ltd NLSIX 1.01% $4.4M 4,350,000 $8.1B Financial Services
33 Aimco CLO 11 Ltd Private 0.98% $4.2M 4,250,000
34 OCP Clo 2019-17 Ltd Private 0.93% $4.0M 4,000,000
35 Bain Capital Credit CLO 2023-3 Ltd Private 0.93% $4.0M 4,000,000
36 Ares LVI CLO Ltd Private 0.93% $4.0M 4,000,000
37 CIFC Funding 2017-I Ltd Private 0.90% $3.9M 3,900,000
38 Empower CLO 2022-1 Ltd Private 0.87% $3.7M 3,750,000
39 Texas Debt Capital CLO 2023-I Ltd Private 0.82% $3.6M 3,550,000
40 Flatiron CLO 25 Ltd Private 0.81% $3.5M 3,500,000
41 Elmwood CLO 21 Ltd Private 0.81% $3.5M 3,500,000
42 OCP CLO 2015-9 Ltd Private 0.81% $3.5M 3,500,000
43 Symphony CLO XXXII Ltd SYMPHONY.BO 0.81% $3.5M 3,500,000 32.1 $52.9B Consumer Cyclical
44 Symphony CLO XXV Ltd SYMPHONY.BO 0.81% $3.5M 3,500,000 32.1 $52.9B Consumer Cyclical
45 Magnetite XVII Ltd MGT.AX 0.72% $3.1M 3,100,000 -1.7 $5M Basic Materials
46 Invesco Premier US Government Money Portfolio Private 0.71% $3.1M 3,073,279
47 Symphony CLO 40 Ltd SYMPHONY.BO 0.69% $3.0M 3,000,000 32.1 $52.9B Consumer Cyclical
48 Neuberger Berman Loan Advisers CLO 39 Ltd NLSIX 0.69% $3.0M 3,000,000 $8.1B Financial Services
49 GoldenTree Loan Management US CLO 16 Ltd Private 0.69% $3.0M 3,000,000
50 CIFC Funding 2023-II Ltd Private 0.61% $2.6M 2,625,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms