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Invesco CEF Income Composite ETF

131 hedge funds and large institutions have $375M invested in Invesco CEF Income Composite ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$497K 25,949 -1,246 -5%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$475K 24,785 +312 +1%
PPW
53
Pasadena Private Wealth
California
$473K 24,712 -3,398 -12%
ACP
54
Argyle Capital Partners
California
$448K 23,364 +23,364 New
BPA
55
Beacon Pointe Advisors
California
$446K 23,288 -4,560 -16%
Comerica Bank
56
Comerica Bank
Texas
$400K 20,901 -100 -0.5%
GIA
57
Gladstone Institutional Advisory
Florida
$400K 20,895 -6 -0%
CFS
58
Compass Financial Services
Iowa
$385K 20,072 +20,072 New
GSIAS
59
Garden State Investment Advisory Services
New Jersey
$363K 18,941
EWM
60
Endowment Wealth Management
Wisconsin
$362K 18,895 +1,078 +6%
PWPS
61
Pinnacle Wealth Planning Services
Ohio
$335K 17,500
GAM
62
Gotham Asset Management
New York
$305K 15,912 +15,912 New
HVIA
63
Hudson Valley Investment Advisors
New York
$301K 15,704
ACP
64
Aveo Capital Partners
Colorado
$300K 15,632 -496 -3%
BWM
65
Buska Wealth Management
Wisconsin
$297K 15,493 +3,329 +27%
QP
66
Quartz Partners
New York
$289K 15,094
BV
67
Boxwood Ventures
Illinois
$274K 14,283 +297 +2%
Jane Street
68
Jane Street
New York
$273K 14,247 +14,247 New
TA
69
TFG Advisers
Michigan
$272K 14,194 +140 +1%
WA
70
Waverly Advisors
Alabama
$267K 13,940 -618 -4%
MWA
71
Merkkuri Wealth Advisors
New York
$261K 13,615 +277 +2%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$245K 12,782 +2,188 +21%
OIA
73
OneDigital Investment Advisors
Kansas
$242K 12,618 +261 +2%
SWA
74
Sax Wealth Advisors
New Jersey
$240K 12,500
HCP
75
Hexagon Capital Partners
Arkansas
$236K 12,299