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Invesco CEF Income Composite ETF

124 hedge funds and large institutions have $389M invested in Invesco CEF Income Composite ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $369M → $389M (+$20.1M)

0.91% more ownership

Funds ownership: 45.19%46.1% (+0.91%)

2% less funds holding

Funds holding: 127124 (-3)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.81M -$24.3K -1,225 -1%
OC
27
Oppenheimer & Co
New York
$1.74M +$166K +8,360 +11%
WP
28
WealthShield Partners
North Carolina
$1.25M +$6.25K +315 +0.5%
Stifel Financial
29
Stifel Financial
Missouri
$1.24M +$254K +12,829 +26%
CWM
30
Cornerstone Wealth Management
Missouri
$1.22M -$49.3K -2,486 -4%
SF
31
Summit Financial
New Jersey
$1.18M -$51.3K -2,589 -4%
FFWM
32
Future Financial Wealth Management
Ohio
$1.15M +$42.6K +2,150 +4%
Truist Financial
33
Truist Financial
North Carolina
$1.13M -$357K -17,988 -24%
PIA
34
Panoramic Investment Advisors
Colorado
$1.09M +$63.1K +3,180 +6%
GFG
35
Goldstone Financial Group
Illinois
$1.06M -$10.6K -533 -1%
IFG
36
Independent Financial Group
California
$1M +$17.8K +900 +2%
SAM
37
Smartleaf Asset Management
Massachusetts
$969K +$965K +48,675 New
GWM
38
Geneos Wealth Management
Colorado
$941K -$36.5K -1,843 -4%
MSA
39
Marino Stram & Associates
Massachusetts
$929K
BCI
40
Brinker Capital Investments
Pennsylvania
$842K -$78K -3,936 -9%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$830K +$824K +41,562 New
NA
42
NewEdge Advisors
Louisiana
$819K +$42.8K +2,160 +6%
Creative Planning
43
Creative Planning
Kansas
$806K -$394K -19,854 -33%
KAS
44
Kestra Advisory Services
Texas
$805K +$96.1K +4,846 +14%
HWA
45
Heartwood Wealth Advisors
Virginia
$699K
HI
46
Harbour Investments
Wisconsin
$636K +$501K +25,282 +385%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$572K +$508K +25,610 +841%
SFS
48
Sowell Financial Services
Arkansas
$572K +$59 +3 +0%
PAG
49
Private Advisor Group
New Jersey
$553K +$37.6K +1,894 +7%
CPIG
50
Chicago Partners Investment Group
Illinois
$551K +$8.05K +406 +1%