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Invesco CEF Income Composite ETF

126 hedge funds and large institutions have $357M invested in Invesco CEF Income Composite ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

8% more funds holding

Funds holding: 117126 (+9)

8% more capital invested

Capital invested by funds: $332M → $357M (+$25.4M)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0.17% less ownership

Funds ownership: 43.8%43.64% (-0.17%)

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
39
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$544K -$51.9K -2,719 -9%
PAG
52
Private Advisor Group
New Jersey
$536K -$22.3K -1,166 -4%
SFS
53
Sowell Financial Services
Arkansas
$535K +$1.2K +63 +0.2%
CPIG
54
Chicago Partners Investment Group
Illinois
$497K +$7.83K +410 +2%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$482K +$11.2K +587 +2%
NAS
56
NWF Advisory Services
California
$465K +$34.4K +1,800 +8%
AAS
57
Avantax Advisory Services
Texas
$429K -$150K -7,842 -26%
Comerica Bank
58
Comerica Bank
Texas
$414K -$39.4K -2,064 -9%
GIA
59
Gladstone Institutional Advisory
Florida
$412K -$96.6K -5,057 -19%
RJA
60
Raymond James & Associates
Florida
$374K +$15.3K +802 +4%
GSIAS
61
Garden State Investment Advisory Services
New Jersey
$373K
EWM
62
Endowment Wealth Management
Wisconsin
$351K -$23.8K -1,247 -7%
PWPS
63
Pinnacle Wealth Planning Services
Ohio
$345K
ACP
64
Aveo Capital Partners
Colorado
$318K +$9.62K +504 +3%
HVIA
65
Hudson Valley Investment Advisors
New York
$310K
QP
66
Quartz Partners
New York
$298K +$288K +15,094 New
CA
67
Clearstead Advisors
Ohio
$294K +$285K +14,913 New
WA
68
Waverly Advisors
Alabama
$287K -$13.4K -700 -5%
TA
69
TFG Advisers
Michigan
$277K +$477 +25 +0.2%
BV
70
Boxwood Ventures
Illinois
$276K +$5.79K +303 +2%
MWA
71
Merkkuri Wealth Advisors
New York
$263K +$5.52K +289 +2%
SWA
72
Sax Wealth Advisors
New Jersey
$246K
OIA
73
OneDigital Investment Advisors
Kansas
$244K -$10.1K -530 -4%
HCP
74
Hexagon Capital Partners
Arkansas
$242K
BWM
75
Buska Wealth Management
Wisconsin
$240K +$232K +12,164 New