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Invesco CEF Income Composite ETF

128 hedge funds and large institutions have $351M invested in Invesco CEF Income Composite ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
52
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$1.81M 95,849 +1,601 +2%
Truist Financial
27
Truist Financial
North Carolina
$1.65M 87,396 +1,062 +1%
GWM
28
Geneos Wealth Management
Colorado
$1.62M 85,825 +42,799 +99%
MFG
29
Merit Financial Group
Georgia
$1.6M 84,772 -548 -0.6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.54M 81,833 +81,833 New
Creative Planning
31
Creative Planning
Kansas
$1.32M 70,265 -6,648 -9%
OC
32
Oppenheimer & Co
New York
$1.18M 62,663 +19,289 +44%
WP
33
WealthShield Partners
North Carolina
$1.09M 58,042 -426 -0.7%
LFG
34
Larson Financial Group
Missouri
$1.09M 58,014 +58,014 New
AWS
35
Atria Wealth Solutions
New York
$1.03M 54,525 +10,079 +23%
FFWM
36
Future Financial Wealth Management
Ohio
$1.02M 54,342 -4,880 -8%
GFG
37
Goldstone Financial Group
Illinois
$1.02M 54,322 -11,800 -18%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$970K 49,197
PIA
39
Panoramic Investment Advisors
Colorado
$960K 50,912 +4,658 +10%
Stifel Financial
40
Stifel Financial
Missouri
$949K 50,349 +1,208 +2%
OPS
41
Orion Portfolio Solutions
Nebraska
$943K 50,024 -6,036 -11%
BCI
42
Brinker Capital Investments
Pennsylvania
$943K 50,024 -6,036 -11%
MSA
43
Marino Stram & Associates
Massachusetts
$877K 46,515 +3,135 +7%
AAS
44
Avantax Advisory Services
Texas
$837K 44,391 +4,048 +10%
BBL
45
Beck Bode LLC
Massachusetts
$808K 42,857 -9,167 -18%
NA
46
NewEdge Advisors
Louisiana
$709K 37,621 +983 +3%
HWA
47
Heartwood Wealth Advisors
Virginia
$660K 35,000
KAS
48
Kestra Advisory Services
Texas
$659K 34,970 +481 +1%
CPIG
49
Chicago Partners Investment Group
Illinois
$553K 29,689 +643 +2%
SFS
50
Sowell Financial Services
Arkansas
$537K 28,503 -478 -2%