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Invesco CEF Income Composite ETF

118 hedge funds and large institutions have $378M invested in Invesco CEF Income Composite ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.83M
OC
27
Oppenheimer & Co
New York
$1.34M
Stifel Financial
28
Stifel Financial
Missouri
$1.33M
SF
29
Summit Financial
New Jersey
$1.27M
WP
30
WealthShield Partners
North Carolina
$1.24M
CWM
31
Cornerstone Wealth Management
Missouri
$1.22M
PIA
32
Panoramic Investment Advisors
Colorado
$1.09M
Truist Financial
33
Truist Financial
North Carolina
$1.07M
GFG
34
Goldstone Financial Group
Illinois
$1.04M
MSA
35
Marino Stram & Associates
Massachusetts
$925K
FFWM
36
Future Financial Wealth Management
Ohio
$915K
GWM
37
Geneos Wealth Management
Colorado
$915K
NA
38
NewEdge Advisors
Louisiana
$843K
KAS
39
Kestra Advisory Services
Texas
$811K
GAM
40
Gotham Asset Management
New York
$730K
HWA
41
Heartwood Wealth Advisors
Virginia
$696K
Creative Planning
42
Creative Planning
Kansas
$692K
BCI
43
Brinker Capital Investments
Pennsylvania
$652K
HI
44
Harbour Investments
Wisconsin
$651K
SAM
45
Smartleaf Asset Management
Massachusetts
$574K
SFS
46
Sowell Financial Services
Arkansas
$571K
PAG
47
Private Advisor Group
New Jersey
$556K
EWM
48
Endowment Wealth Management
Wisconsin
$549K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$548K
CPIG
50
Chicago Partners Investment Group
Illinois
$536K