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Invesco CEF Income Composite ETF

129 hedge funds and large institutions have $352M invested in Invesco CEF Income Composite ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1.51% less ownership

Funds ownership: 46.6%45.09% (-1.5%)

2% less funds holding

Funds holding: 132129 (-3)

6% less capital invested

Capital invested by funds: $376M → $352M (-$24M)

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
53
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$1.81M +$31.1K +1,601 +2%
Truist Financial
27
Truist Financial
North Carolina
$1.65M +$20.6K +1,062 +1%
GWM
28
Geneos Wealth Management
Colorado
$1.62M +$830K +42,799 +99%
MFG
29
Merit Financial Group
Georgia
$1.6M -$10.6K -548 -0.6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.54M +$1.59M +81,833 New
Creative Planning
31
Creative Planning
Kansas
$1.32M -$129K -6,648 -9%
OC
32
Oppenheimer & Co
New York
$1.18M +$374K +19,289 +44%
WP
33
WealthShield Partners
North Carolina
$1.09M -$8.27K -426 -0.7%
LFG
34
Larson Financial Group
Missouri
$1.09M +$1.13M +58,014 New
AWS
35
Atria Wealth Solutions
New York
$1.03M +$196K +10,079 +23%
FFWM
36
Future Financial Wealth Management
Ohio
$1.02M -$94.7K -4,880 -8%
GFG
37
Goldstone Financial Group
Illinois
$1.02M -$229K -11,800 -18%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$970K
PIA
39
Panoramic Investment Advisors
Colorado
$960K +$90.4K +4,658 +10%
Stifel Financial
40
Stifel Financial
Missouri
$949K +$23.4K +1,208 +2%
BCI
41
Brinker Capital Investments
Pennsylvania
$943K -$117K -6,036 -11%
OPS
42
Orion Portfolio Solutions
Nebraska
$943K -$117K -6,036 -11%
MSA
43
Marino Stram & Associates
Massachusetts
$877K +$60.8K +3,135 +7%
AAS
44
Avantax Advisory Services
Texas
$837K +$78.5K +4,048 +10%
BBL
45
Beck Bode LLC
Massachusetts
$808K -$178K -9,167 -18%
NA
46
NewEdge Advisors
Louisiana
$709K +$19.1K +983 +3%
IFG
47
Independent Financial Group
California
$690K +$48K +2,475 +7%
HWA
48
Heartwood Wealth Advisors
Virginia
$660K
KAS
49
Kestra Advisory Services
Texas
$659K +$9.33K +481 +1%
CPIG
50
Chicago Partners Investment Group
Illinois
$553K +$12.5K +643 +2%