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Invesco CEF Income Composite ETF

138 hedge funds and large institutions have $353M invested in Invesco CEF Income Composite ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

10% more funds holding

Funds holding: 126138 (+12)

2% more capital invested

Capital invested by funds: $346M → $353M (+$6.5M)

0.02% more ownership

Funds ownership: 37.1%37.12% (+0.02%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
42
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.53M +$25.1K +1,041 +2%
RIA
27
Regal Investment Advisors
Michigan
$1.38M +$414K +17,177 +43%
OA
28
Oxbow Advisors
Texas
$1.33M -$91.9K -3,812 -7%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.32M +$820 +34 +0.1%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.32M -$18.9K -782 -1%
CFGS
31
Concourse Financial Group Securities
Alabama
$1.24M +$28.9K +1,200 +2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.21M -$256K -10,621 -18%
AF
33
Advisornet Financial
Minnesota
$1.15M -$93.3K -3,870 -8%
FFWM
34
Future Financial Wealth Management
Ohio
$1.03M +$160K +6,640 +18%
NA
35
NewEdge Advisors
Louisiana
$1.01M +$678K +28,111 +208%
WP
36
WealthPLAN Partners
Nebraska
$964K +$40.2K +1,668 +4%
OPS
37
Orion Portfolio Solutions
Nebraska
$947K -$82.8K -3,433 -8%
PAG
38
Private Advisor Group
New Jersey
$944K +$314K +13,032 +50%
KCM
39
Kennicott Capital Management
California
$925K -$96.8K -4,014 -9%
GIA
40
Gladstone Institutional Advisory
Florida
$884K +$551K +22,872 +167%
MA
41
Mutual Advisors
Nebraska
$859K +$10.1K +419 +1%
OC
42
Oarsman Capital
Wisconsin
$813K -$89.1K -3,698 -10%
HT
43
HAP Trading
New York
$809K +$806K +33,453 New
APA
44
Astoria Portfolio Advisors
New York
$804K +$802K +33,263 New
SI
45
Stephens Inc
Arkansas
$803K -$112K -4,638 -12%
MSA
46
Marino Stram & Associates
Massachusetts
$744K +$742K +30,780 New
EH
47
Equitable Holdings
New York
$687K -$13.6K -563 -2%
SFS
48
Sowell Financial Services
Arkansas
$685K +$85K +3,528 +14%
HWA
49
Heartwood Wealth Advisors
Virginia
$677K
OIA
50
OneDigital Investment Advisors
Kansas
$655K -$296K -12,285 -31%