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Invesco CEF Income Composite ETF

118 hedge funds and large institutions have $279M invested in Invesco CEF Income Composite ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.56% more ownership

Funds ownership: 39.67%43.23% (+3.6%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $267M → $279M (+$12.9M)

1% more funds holding

Funds holding: 117118 (+1)

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
36
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.41M +$29K +1,619 +2%
FWA
27
Freedom Wealth Alliance
Wisconsin
$1.18M +$46K +2,572 +4%
WP
28
WealthShield Partners
North Carolina
$1.14M +$14.6K +816 +1%
GWM
29
Geneos Wealth Management
Colorado
$1.07M +$22.5K +1,257 +2%
PFA
30
Pathway Financial Advisers
Indiana
$1.05M +$1.09M +61,128 New
CAN
31
Cetera Advisor Networks
California
$960K +$192K +10,734 +24%
CFGS
32
Concourse Financial Group Securities
Alabama
$925K -$16.5K -920 -2%
NA
33
NewEdge Advisors
Louisiana
$908K +$194K +10,870 +26%
BPA
34
Beacon Pointe Advisors
California
$908K +$949K +53,072 New
AWM
35
Apollon Wealth Management
South Carolina
$906K +$9.66K +540 +1%
Stifel Financial
36
Stifel Financial
Missouri
$832K -$159K -8,868 -15%
FFWM
37
Future Financial Wealth Management
Ohio
$786K +$447 +25 +0.1%
MSA
38
Marino Stram & Associates
Massachusetts
$742K
GIA
39
Gladstone Institutional Advisory
Florida
$733K -$3.88K -217 -0.5%
PPW
40
Pasadena Private Wealth
California
$721K +$755K +42,181 New
RJA
41
Raymond James & Associates
Florida
$670K +$33.6K +1,879 +5%
NFSG
42
Newbridge Financial Services Group
Florida
$664K -$48.6K -2,717 -7%
CAG
43
Csenge Advisory Group
Florida
$599K -$427K -23,890 -41%
TI
44
Tidal Investments
Wisconsin
$594K -$576K -32,173 -48%
PAG
45
Private Advisor Group
New Jersey
$585K -$3.52K -197 -0.6%
HWA
46
Heartwood Wealth Advisors
Virginia
$566K +$37.6K +2,100 +7%
Comerica Bank
47
Comerica Bank
Texas
$564K +$590K +33,003 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$536K +$53.1K +2,968 +10%
AWS
49
Atria Wealth Solutions
New York
$532K -$1.25M -69,637 -69%
AI
50
AXS Investments
New York
$513K -$984K -55,000 -65%