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Invesco CEF Income Composite ETF

118 hedge funds and large institutions have $349M invested in Invesco CEF Income Composite ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

25% more capital invested

Capital invested by funds: $279M → $349M (+$69.9M)

6.12% more ownership

Funds ownership: 43.23%49.35% (+6.1%)

0% more funds holding

Funds holding: 118118 (0)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
38
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$528K +$136K +7,890 +37%
SFS
52
Sowell Financial Services
Arkansas
$488K -$18.3K -1,063 -4%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$480K -$48K -2,790 -9%
AAS
54
Avantax Advisory Services
Texas
$479K +$87.2K +5,074 +23%
CAG
55
Csenge Advisory Group
Florida
$475K -$148K -8,603 -25%
AWS
56
Atria Wealth Solutions
New York
$469K -$85.6K -4,981 -16%
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$453K -$21.1K -1,225 -5%
AHC
58
Adell Harriman & Carpenter
Texas
$406K +$132K +7,650 +51%
BAM
59
BTS Asset Management
Massachusetts
$391K -$25.9K -1,507 -6%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$383K +$338K +19,656 +1,172%
NAS
61
NWF Advisory Services
California
$383K -$25.8K -1,500 -7%
RJA
62
Raymond James & Associates
Florida
$378K -$312K -18,167 -46%
PIA
63
Panoramic Investment Advisors
Colorado
$367K +$11K +640 +3%
APWA
64
Atlas Private Wealth Advisors
New Jersey
$346K -$2.58K -150 -0.8%
GSIAS
65
Garden State Investment Advisory Services
New Jersey
$337K +$5.21K +303 +2%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$314K -$30.9K -1,800 -9%
OC
67
Oppenheimer & Co
New York
$310K +$297K +17,261 New
ACP
68
Aveo Capital Partners
Colorado
$291K
HVIA
69
Hudson Valley Investment Advisors
New York
$286K
AWM
70
AE Wealth Management
Kansas
$281K -$115K -6,716 -30%
WA
71
Waverly Advisors
Alabama
$279K
Citadel Advisors
72
Citadel Advisors
Florida
$269K +$257K +14,956 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$267K -$200K -11,628 -44%
TA
74
TFG Advisers
Michigan
$265K -$20.5K -1,195 -7%
EWM
75
Endowment Wealth Management
Wisconsin
$248K -$147K -8,535 -38%