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Invesco CEF Income Composite ETF

129 hedge funds and large institutions have $352M invested in Invesco CEF Income Composite ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1.51% less ownership

Funds ownership: 46.6%45.09% (-1.5%)

2% less funds holding

Funds holding: 132129 (-3)

6% less capital invested

Capital invested by funds: $376M → $352M (-$24M)

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
53
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$537K -$9.28K -478 -2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$536K +$70.5K +3,635 +15%
PAG
53
Private Advisor Group
New Jersey
$495K +$5.8K +299 +1%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$473K +$238K +12,290 +96%
NAS
55
NWF Advisory Services
California
$452K +$466K +24,000 New
ACP
56
Argyle Capital Partners
California
$440K
GIA
57
Gladstone Institutional Advisory
Florida
$398K +$4.08K +210 +1%
Comerica Bank
58
Comerica Bank
Texas
$398K +$3.65K +188 +0.9%
SF
59
Summit Financial
New Jersey
$383K +$158K +8,166 +67%
CFS
60
Compass Financial Services
Iowa
$383K +$4.48K +231 +1%
EWM
61
Endowment Wealth Management
Wisconsin
$375K +$19.3K +994 +5%
BWM
62
Buska Wealth Management
Wisconsin
$363K +$72.6K +3,742 +24%
GSIAS
63
Garden State Investment Advisory Services
New Jersey
$357K
PPW
64
Pasadena Private Wealth
California
$342K -$128K -6,593 -27%
PWPS
65
Pinnacle Wealth Planning Services
Ohio
$324K -$6.01K -310 -2%
BAM
66
BTS Asset Management
Massachusetts
$309K +$319K +16,416 New
GAM
67
Gotham Asset Management
New York
$300K
HVIA
68
Hudson Valley Investment Advisors
New York
$296K
ACP
69
Aveo Capital Partners
Colorado
$291K +$97 +5 +0%
BV
70
Boxwood Ventures
Illinois
$275K +$5.88K +303 +2%
BPA
71
Beacon Pointe Advisors
California
$274K -$170K -8,775 -38%
TA
72
TFG Advisers
Michigan
$270K +$2.6K +134 +0.9%
QP
73
Quartz Partners
New York
$261K -$24.4K -1,260 -8%
WA
74
Waverly Advisors
Alabama
$256K -$7.16K -369 -3%
OIA
75
OneDigital Investment Advisors
Kansas
$243K +$5.2K +268 +2%