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Invesco CEF Income Composite ETF

132 hedge funds and large institutions have $376M invested in Invesco CEF Income Composite ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $357M → $376M (+$18.5M)

5% more funds holding

Funds holding: 126132 (+6)

2.97% more ownership

Funds ownership: 43.64%46.6% (+3%)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$1.63M -$205K -10,490 -11%
AHC
27
Adell Harriman & Carpenter
Texas
$1.56M +$794K +40,700 +100%
Creative Planning
28
Creative Planning
Kansas
$1.47M -$443K -22,693 -23%
GFG
29
Goldstone Financial Group
Illinois
$1.27M +$99.4K +5,092 +8%
IF
30
Intrua Financial
Texas
$1.16M -$75.5K -3,866 -6%
FFWM
31
Future Financial Wealth Management
Ohio
$1.13M -$230K -11,784 -17%
WP
32
WealthShield Partners
North Carolina
$1.12M -$96.1K -4,923 -8%
BCI
33
Brinker Capital Investments
Pennsylvania
$1.07M -$3.44K -176 -0.3%
OPS
34
Orion Portfolio Solutions
Nebraska
$1.07M -$3.44K -176 -0.3%
BBL
35
Beck Bode LLC
Massachusetts
$997K -$495K -25,359 -33%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$970K -$7.01K -359 -0.7%
Stifel Financial
37
Stifel Financial
Missouri
$942K +$5.95K +305 +0.6%
PIA
38
Panoramic Investment Advisors
Colorado
$886K +$240K +12,309 +36%
CFGS
39
Concourse Financial Group Securities
Alabama
$855K -$186K -9,530 -18%
AWS
40
Atria Wealth Solutions
New York
$852K +$1.54K +79 +0.2%
AWM
41
Apollon Wealth Management
South Carolina
$836K +$120K +6,145 +16%
MSA
42
Marino Stram & Associates
Massachusetts
$831K
OC
43
Oppenheimer & Co
New York
$831K +$68.1K +3,490 +9%
GWM
44
Geneos Wealth Management
Colorado
$824K +$42.7K +2,187 +5%
AAS
45
Avantax Advisory Services
Texas
$773K +$363K +18,578 +85%
NA
46
NewEdge Advisors
Louisiana
$702K -$35.1K -1,800 -5%
HWA
47
Heartwood Wealth Advisors
Virginia
$671K
KAS
48
Kestra Advisory Services
Texas
$661K +$135K +6,909 +25%
IFG
49
Independent Financial Group
California
$654K -$30.8K -1,580 -4%
CPIG
50
Chicago Partners Investment Group
Illinois
$562K +$65.5K +3,356 +13%