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Invesco CEF Income Composite ETF

118 hedge funds and large institutions have $279M invested in Invesco CEF Income Composite ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.56% more ownership

Funds ownership: 39.67%43.23% (+3.6%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $267M → $279M (+$12.9M)

1% more funds holding

Funds holding: 117118 (+1)

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
36
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$504K -$71.1K -3,973 -12%
SFS
52
Sowell Financial Services
Arkansas
$483K -$15.3K -856 -3%
SI
53
Stephens Inc
Arkansas
$482K +$43K +2,402 +9%
IFG
54
Independent Financial Group
California
$466K +$488K +27,260 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$453K +$226K +12,655 +92%
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$452K +$5.65K +316 +1%
Truist Financial
57
Truist Financial
North Carolina
$412K -$21.1K -1,179 -5%
BAM
58
BTS Asset Management
Massachusetts
$398K -$54 -3 -0%
NAS
59
NWF Advisory Services
California
$390K -$84.1K -4,700 -17%
EWM
60
Endowment Wealth Management
Wisconsin
$382K -$24.3K -1,357 -6%
AWM
61
AE Wealth Management
Kansas
$379K -$335K -18,704 -46%
AAS
62
Avantax Advisory Services
Texas
$369K -$195K -10,925 -34%
CPIG
63
Chicago Partners Investment Group
Illinois
$343K -$116K -6,488 -23%
PIA
64
Panoramic Investment Advisors
Colorado
$339K +$354K +19,803 New
APWA
65
Atlas Private Wealth Advisors
New Jersey
$332K -$15.6K -870 -4%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$330K
GSIAS
67
Garden State Investment Advisory Services
New Jersey
$315K +$5.94K +332 +2%
PA
68
PFG Advisors
Arizona
$306K -$6.24K -349 -2%
ACP
69
Aveo Capital Partners
Colorado
$277K -$36.8K -2,055 -11%
TA
70
TFG Advisers
Michigan
$273K -$7.41K -414 -3%
HVIA
71
Hudson Valley Investment Advisors
New York
$269K
WA
72
Waverly Advisors
Alabama
$265K -$20.4K -1,140 -7%
QWM
73
QP Wealth Management
New Jersey
$261K +$23K +1,285 +9%
JWCA
74
J.W. Cole Advisors
Florida
$257K -$30.7K -1,718 -10%
AHC
75
Adell Harriman & Carpenter
Texas
$256K +$5.37K +300 +2%