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Invesco CEF Income Composite ETF

120 hedge funds and large institutions have $388M invested in Invesco CEF Income Composite ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
OC
27
Oppenheimer & Co
New York
$1.74M
WP
28
WealthShield Partners
North Carolina
$1.25M
Stifel Financial
29
Stifel Financial
Missouri
$1.24M
CWM
30
Cornerstone Wealth Management
Missouri
$1.22M
SF
31
Summit Financial
New Jersey
$1.18M
FFWM
32
Future Financial Wealth Management
Ohio
$1.15M
Truist Financial
33
Truist Financial
North Carolina
$1.13M
PIA
34
Panoramic Investment Advisors
Colorado
$1.09M
GFG
35
Goldstone Financial Group
Illinois
$1.06M
SAM
36
Smartleaf Asset Management
Massachusetts
$969K
GWM
37
Geneos Wealth Management
Colorado
$941K
MSA
38
Marino Stram & Associates
Massachusetts
$929K
BCI
39
Brinker Capital Investments
Pennsylvania
$842K
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$830K
NA
41
NewEdge Advisors
Louisiana
$819K
Creative Planning
42
Creative Planning
Kansas
$806K
KAS
43
Kestra Advisory Services
Texas
$805K
HWA
44
Heartwood Wealth Advisors
Virginia
$699K
HI
45
Harbour Investments
Wisconsin
$636K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$572K
SFS
47
Sowell Financial Services
Arkansas
$572K
PAG
48
Private Advisor Group
New Jersey
$553K
CPIG
49
Chicago Partners Investment Group
Illinois
$551K
EWM
50
Endowment Wealth Management
Wisconsin
$538K