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Invesco CEF Income Composite ETF

126 hedge funds and large institutions have $305M invested in Invesco CEF Income Composite ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% less ownership

Funds ownership: 37.12%36.86% (-0.26%)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

9% less funds holding

Funds holding: 138126 (-12)

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.3M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
126
Holders Change
-12
Holders Change %
-8.7%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$536K -$63K -2,813 -10%
RJA
52
Raymond James & Associates
Florida
$520K -$68.3K -3,053 -11%
BAM
53
BTS Asset Management
Massachusetts
$493K +$7.77K +347 +2%
TA
54
TFG Advisers
Michigan
$472K +$12.5K +559 +3%
RF
55
Resolute Financial
Massachusetts
$470K -$58.2K -2,600 -11%
CFG
56
Cooper Financial Group
California
$438K -$72.7K -3,247 -14%
CAN
57
Cetera Advisor Networks
California
$435K -$16.4K -733 -4%
CW
58
CreativeOne Wealth
Kansas
$429K -$96.3K -4,302 -18%
MC
59
Moors & Cabot
Massachusetts
$415K -$130K -5,807 -24%
ASN
60
Advisory Services Network
Georgia
$406K +$16.6K +743 +4%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$404K +$409K +18,285 New
Truist Financial
62
Truist Financial
North Carolina
$401K
PWPS
63
Pinnacle Wealth Planning Services
Ohio
$393K
EWM
64
Endowment Wealth Management
Wisconsin
$383K +$39.1K +1,746 +11%
LNC
65
Lincoln National Corp
Pennsylvania
$373K -$25.9K -1,155 -6%
HighTower Advisors
66
HighTower Advisors
Illinois
$365K +$371K +16,570 New
AAS
67
Avantax Advisory Services
Texas
$363K +$17.2K +769 +5%
AFP
68
Ausdal Financial Partners
Iowa
$359K -$58.3K -2,606 -14%
Stifel Financial
69
Stifel Financial
Missouri
$359K -$5.15K -230 -1%
Renaissance Technologies
70
Renaissance Technologies
New York
$351K -$98.5K -4,400 -22%
APWA
71
Atlas Private Wealth Advisors
New Jersey
$349K -$183K -8,185 -34%
AWM
72
AE Wealth Management
Kansas
$306K +$37.2K +1,663 +14%
PMG
73
ProVise Management Group
Florida
$302K -$112K -5,000 -27%
IA
74
IFG Advisory
Georgia
$298K +$303K +13,523 New
HCP
75
Hexagon Capital Partners
Arkansas
$271K