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Invesco CEF Income Composite ETF

119 hedge funds and large institutions have $267M invested in Invesco CEF Income Composite ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $239M → $267M (+$27.5M)

10% more funds holding

Funds holding: 108119 (+11)

1.18% more ownership

Funds ownership: 31.19%32.37% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
44
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
TFG Advisers
Michigan
$756K +$6.7K +294 +0.9%
EH
52
Equitable Holdings
New York
$729K +$712K +31,266 New
VWM
53
Vigilare Wealth Management
Arizona
$675K +$657K +28,830 New
Truist Financial
54
Truist Financial
North Carolina
$626K +$611K +26,830 New
VA
55
Valmark Advisers
Ohio
$617K -$269K -11,788 -31%
MFS
56
Madrona Financial Services
Washington
$507K +$797 +35 +0.2%
FFA
57
First Foundation Advisors
California
$487K +$153K +6,734 +48%
RIA
58
Regal Investment Advisors
Michigan
$468K -$86.4K -3,791 -16%
PMG
59
ProVise Management Group
Florida
$429K
PAS
60
Partnervest Advisory Services
California
$388K +$380K +16,663 New
1IA
61
1834 Investment Advisors
Wisconsin
$386K
SFS
62
Sowell Financial Services
Arkansas
$376K -$33.1K -1,451 -8%
BAM
63
Belpointe Asset Management
Nevada
$344K +$3.67K +161 +1%
ASN
64
Advisory Services Network
Georgia
$342K +$222K +9,764 +198%
HH
65
Hilltop Holdings
Texas
$332K -$87.1K -3,825 -21%
IAN
66
Integrated Advisors Network
Texas
$331K +$324K +14,208 New
WS
67
Wedbush Securities
California
$301K
AAS
68
Avantax Advisory Services
Texas
$277K +$9.68K +425 +4%
WA
69
WealthTrust Axiom
Pennsylvania
$274K
CF
70
Centaurus Financial
California
$270K -$72.7K -3,192 -22%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$270K -$5.92K -260 -2%
CIA
72
Capital Investment Advisors
Georgia
$269K +$25.6K +1,125 +11%
JWCA
73
J.W. Cole Advisors
Florida
$255K +$249K +10,941 New
Stifel Financial
74
Stifel Financial
Missouri
$238K +$233K +10,230 New
MAFM
75
Mid Atlantic Financial Management
Pennsylvania
$228K -$38.2K -1,676 -15%