Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
BlackRock AAA CLO ETF (CLOA)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/29/2025: CLOA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.74% | Avg. Invested days 171 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 49.03 - 51.96 | Updated Date 06/29/2025 |
52 Weeks Range 49.03 - 51.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
BlackRock AAA CLO ETF
ETF Overview
Overview
The BlackRock AAA CLO ETF (CLOA) seeks to provide current income by investing primarily in AAA-rated collateralized loan obligations (CLOs). It focuses on high-quality, floating-rate securities offering potential for attractive risk-adjusted returns in a rising interest rate environment.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation for innovation and reliability.
Management Expertise
BlackRock has extensive expertise in managing fixed-income ETFs and leveraging its global research capabilities.
Investment Objective
Goal
To provide current income.
Investment Approach and Strategy
Strategy: The ETF aims to invest primarily in AAA-rated CLOs.
Composition The ETF holds a portfolio of AAA-rated CLOs, which are securities backed by a pool of leveraged loans.
Market Position
Market Share: Data not readily available to calculate exact market share.
Total Net Assets (AUM): 121500000
Competitors
Key Competitors
- Janus Henderson AAA CLO ETF (JAAA)
- Stable Income ETF (GSA)
- Invesco Senior Loan ETF (BKLN)
Competitive Landscape
The competitive landscape is characterized by a few key players focusing on AAA-rated CLOs and senior loans. CLOA distinguishes itself through BlackRock's brand and focus solely on AAA tranches, potentially offering lower credit risk compared to funds including lower-rated tranches. JAAA is a direct competitor focusing on the AAA CLO market. BKLN provides exposure to senior loans but includes lower-rated securities.
Financial Performance
Historical Performance: Historical performance data unavailable without specific timeframe.
Benchmark Comparison: Benchmark comparison requires specifying the relevant index, which is not stated in the prompt.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's average trading volume is moderately liquid, providing sufficient opportunities for buying and selling shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting adequate liquidity and low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rate policy, credit spreads, and the overall health of the leveraged loan market affect CLOA's performance.
Growth Trajectory
The growth trajectory depends on the CLO market and investor demand for high-quality, floating-rate income. No specific data regarding changes to holdings are immediately available.
Moat and Competitive Advantages
Competitive Edge
CLOA's competitive advantage lies in BlackRock's brand recognition, extensive resources, and expertise in fixed-income investments. Its strict focus on AAA-rated CLOs offers a potentially lower-risk profile compared to funds that invest in lower-rated tranches. This focus attracts investors seeking high-quality assets, differentiating CLOA from competitors with broader mandates. CLOA provides investors with access to a niche market previously accessible to institutional investors only.
Risk Analysis
Volatility
CLOA's volatility is expected to be relatively low due to its focus on AAA-rated CLOs, but it is still subject to market fluctuations.
Market Risk
The primary market risk is credit risk, as CLOs are backed by leveraged loans, and changes in interest rates can affect the value of CLOs.
Investor Profile
Ideal Investor Profile
The ideal investor for CLOA is a risk-averse individual or institution seeking current income and diversification within their fixed-income portfolio.
Market Risk
CLOA is best suited for long-term investors seeking a relatively stable source of income.
Summary
The BlackRock AAA CLO ETF (CLOA) is a fixed-income ETF that invests primarily in AAA-rated collateralized loan obligations, offering a unique way to access this asset class. It aims to provide current income with a relatively low risk profile compared to broad market fixed income. CLOA is suited for long-term investors looking for stable income and diversification, offering a potentially attractive risk-adjusted return. BlackRock's brand and focus on high-quality assets contribute to its competitive edge, however the credit and interest rate market dynamics can impact its performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions and fund performance can change over time. Consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock AAA CLO ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its assets in U.S. dollar-denominated CLOs that are, at the time of purchase, rated AAA (or equivalent) by at least one of the major rating agencies or, if unrated, determined by the fund management team to be of similar quality. The fund may invest in CLOs of any maturity. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.