We are live on ! Find out more
PCEF icon

Invesco CEF Income Composite ETF

119 hedge funds and large institutions have $240M invested in Invesco CEF Income Composite ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

1.28% more ownership

Funds ownership: 36.19%37.47% (+1.3%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 120119 (-1)

5% less capital invested

Capital invested by funds: $253M → $240M (-$12.7M)

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
47
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$441K +$49.3K +2,539 +11%
ASN
52
Advisory Services Network
Georgia
$437K +$21K +1,082 +5%
CFG
53
Cooper Financial Group
California
$411K -$1.75K -90 -0.4%
MC
54
Moors & Cabot
Massachusetts
$410K +$43.3K +2,231 +11%
Jane Street
55
Jane Street
New York
$398K +$65.8K +3,388 +17%
EWM
56
Endowment Wealth Management
Wisconsin
$373K +$58.1K +2,988 +16%
Stifel Financial
57
Stifel Financial
Missouri
$355K +$16.4K +845 +4%
TA
58
TFG Advisers
Michigan
$343K +$1.38K +71 +0.4%
PWPS
59
Pinnacle Wealth Planning Services
Ohio
$342K
OC
60
Oarsman Capital
Wisconsin
$318K +$2.49K +128 +0.7%
LNC
61
Lincoln National Corp
Pennsylvania
$285K -$18.1K -933 -5%
JWCA
62
J.W. Cole Advisors
Florida
$280K -$171K -8,778 -35%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$253K -$56.6K -2,911 -17%
EH
64
Equitable Holdings
New York
$251K -$583 -30 -0.2%
BWP
65
Balboa Wealth Partners
Arizona
$239K +$266K +13,708 New
HIP
66
HUB Investment Partners
Texas
$235K +$4.61K +237 +2%
AAS
67
Avantax Advisory Services
Texas
$227K -$11.1K -573 -4%
CIAS
68
Capital Investment Advisory Services
North Carolina
$227K +$20.4K +1,051 +9%
WIM
69
WealthPlan Investment Management
Nebraska
$225K +$233K +11,985 New
KAS
70
Kestra Advisory Services
Texas
$216K +$241K +12,381 New
HCP
71
Hexagon Capital Partners
Arkansas
$215K
OIA
72
OneDigital Investment Advisors
Kansas
$210K -$236K -12,162 -50%
PA
73
PFG Advisors
Arizona
$209K +$28.7K +1,478 +14%
APWA
74
Atlas Private Wealth Advisors
New Jersey
$207K -$10.6K -545 -4%
AWM
75
AE Wealth Management
Kansas
$202K -$42.4K -2,181 -16%