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Invesco CEF Income Composite ETF

118 hedge funds and large institutions have $276M invested in Invesco CEF Income Composite ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

23% more capital invested

Capital invested by funds: $224M → $276M (+$51.2M)

13% more funds holding

Funds holding: 104118 (+14)

3.74% more ownership

Funds ownership: 30.84%34.58% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

Holders
118
Holders Change
+14
Holders Change %
+13.46%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
34
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$515K +$487K +22,959 New
PMG
52
ProVise Management Group
Florida
$490K +$50.6K +2,384 +12%
TA
53
TFG Advisers
Michigan
$464K -$159K -7,496 -27%
NA
54
NewEdge Advisors
Louisiana
$413K +$391K +18,434 New
SFS
55
Sowell Financial Services
Arkansas
$354K -$53K -2,497 -14%
VA
56
Valmark Advisers
Ohio
$349K -$28.7K -1,350 -8%
1IA
57
1834 Investment Advisors
Wisconsin
$338K
ACM
58
Ascendant Capital Management
California
$336K +$318K +15,000 New
Goldman Sachs
59
Goldman Sachs
New York
$322K +$305K +14,354 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$297K -$1.91K -90 -0.7%
MFS
61
Madrona Financial Services
Washington
$296K -$3.29K -155 -1%
CIA
62
Capital Investment Advisors
Georgia
$292K +$10.4K +491 +4%
ASN
63
Advisory Services Network
Georgia
$285K +$25.1K +1,181 +10%
CIAS
64
Capital Investment Advisory Services
North Carolina
$281K +$52.1K +2,457 +24%
AWM
65
AE Wealth Management
Kansas
$277K +$47.8K +2,251 +22%
WS
66
Wedbush Securities
California
$272K -$21 -1 -0%
AHC
67
Adell Harriman & Carpenter
Texas
$267K -$129K -6,100 -34%
RG
68
Retirement Group
California
$260K -$312K -14,698 -56%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$260K +$25.5K +1,200 +12%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$255K -$1.03M -48,657 -81%
AAS
71
Avantax Advisory Services
Texas
$254K -$411K -19,357 -63%
IAN
72
Integrated Advisors Network
Texas
$240K -$297K -14,000 -57%
Citadel Advisors
73
Citadel Advisors
Florida
$239K -$32K -1,510 -12%
SI
74
Stephens Inc
Arkansas
$234K +$222K +10,448 New
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$231K