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Invesco CEF Income Composite ETF

132 hedge funds and large institutions have $376M 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, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $357M → $376M (+$18.5M)

5% more funds holding

Funds holding: 126132 (+6)

2.97% more ownership

Funds ownership: 43.64%46.6% (+3%)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% 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
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$555K +$35.8K +1,835 +7%
PAG
52
Private Advisor Group
New Jersey
$497K -$24.3K -1,246 -5%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$475K +$6.09K +312 +1%
PPW
54
Pasadena Private Wealth
California
$473K -$66.3K -3,398 -12%
ACP
55
Argyle Capital Partners
California
$448K +$456K +23,364 New
BPA
56
Beacon Pointe Advisors
California
$446K -$89K -4,560 -16%
Comerica Bank
57
Comerica Bank
Texas
$400K -$1.95K -100 -0.5%
GIA
58
Gladstone Institutional Advisory
Florida
$400K -$117 -6 -0%
CFS
59
Compass Financial Services
Iowa
$385K +$392K +20,072 New
GSIAS
60
Garden State Investment Advisory Services
New Jersey
$363K
EWM
61
Endowment Wealth Management
Wisconsin
$362K +$21K +1,078 +6%
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$335K
GAM
63
Gotham Asset Management
New York
$305K +$311K +15,912 New
HVIA
64
Hudson Valley Investment Advisors
New York
$301K
ACP
65
Aveo Capital Partners
Colorado
$300K -$9.68K -496 -3%
BWM
66
Buska Wealth Management
Wisconsin
$297K +$65K +3,329 +27%
QP
67
Quartz Partners
New York
$289K
BV
68
Boxwood Ventures
Illinois
$274K +$5.8K +297 +2%
Jane Street
69
Jane Street
New York
$273K +$278K +14,247 New
TA
70
TFG Advisers
Michigan
$272K +$2.73K +140 +1%
WA
71
Waverly Advisors
Alabama
$267K -$12.1K -618 -4%
MWA
72
Merkkuri Wealth Advisors
New York
$261K +$5.41K +277 +2%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$245K +$42.7K +2,188 +21%
OIA
74
OneDigital Investment Advisors
Kansas
$242K +$5.09K +261 +2%
SWA
75
Sax Wealth Advisors
New Jersey
$240K