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Invesco CEF Income Composite ETF

118 hedge funds and large institutions have $339M invested in Invesco CEF Income Composite ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

0% more funds holding

Funds holding: 118118 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less capital invested

Capital invested by funds: $349M → $339M (-$10.1M)

4.53% less ownership

Funds ownership: 49.35%44.82% (-4.5%)

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
46
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$554K -$66.4K -3,604 -11%
AAS
52
Avantax Advisory Services
Texas
$548K +$43.8K +2,380 +9%
GIA
53
Gladstone Institutional Advisory
Florida
$546K -$124K -6,744 -19%
CPIG
54
Chicago Partners Investment Group
Illinois
$530K +$4.64K +252 +0.9%
SFS
55
Sowell Financial Services
Arkansas
$514K +$1.73K +94 +0.3%
CAG
56
Csenge Advisory Group
Florida
$501K +$2.3K +125 +0.5%
CSPIA
57
Cary Street Partners Investment Advisory
Virginia
$492K +$16.6K +900 +4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$488K -$15.2K -825 -3%
AWS
59
Atria Wealth Solutions
New York
$474K -$17.8K -969 -4%
NFSG
60
Newbridge Financial Services Group
Florida
$470K -$237K -12,856 -34%
PIA
61
Panoramic Investment Advisors
Colorado
$466K +$78.6K +4,266 +21%
BAM
62
BTS Asset Management
Massachusetts
$461K +$49.9K +2,710 +12%
NAS
63
NWF Advisory Services
California
$420K +$18.4K +1,000 +5%
EWM
64
Endowment Wealth Management
Wisconsin
$369K +$106K +5,738 +42%
RJA
65
Raymond James & Associates
Florida
$364K -$32K -1,735 -8%
GSIAS
66
Garden State Investment Advisory Services
New Jersey
$354K +$3.74K +203 +1%
OC
67
Oppenheimer & Co
New York
$330K +$4.62K +251 +1%
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$330K
Jane Street
69
Jane Street
New York
$319K +$312K +16,942 New
HVIA
70
Hudson Valley Investment Advisors
New York
$296K
WA
71
Waverly Advisors
Alabama
$288K -$4.9K -266 -2%
ACP
72
Aveo Capital Partners
Colorado
$286K -$10.9K -594 -4%
LNC
73
Lincoln National Corp
Pennsylvania
$273K +$25.4K +1,380 +11%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$270K +$264K +14,312 New
TA
75
TFG Advisers
Michigan
$267K -$11.6K -628 -4%