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Invesco CEF Income Composite ETF

124 hedge funds and large institutions have $389M invested in Invesco CEF Income Composite ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $369M → $389M (+$20.1M)

0.91% more ownership

Funds ownership: 45.19%46.1% (+0.91%)

2% less funds holding

Funds holding: 127124 (-3)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Endowment Wealth Management
Wisconsin
$538K +$100K +5,067 +23%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$511K -$5.45K -275 -1%
NAS
53
NWF Advisory Services
California
$499K
BBL
54
Beck Bode LLC
Massachusetts
$499K -$90.7K -4,575 -15%
BWM
55
Buska Wealth Management
Wisconsin
$487K +$89.5K +4,515 +23%
ACP
56
Argyle Capital Partners
California
$480K +$12.9K +650 +3%
Comerica Bank
57
Comerica Bank
Texas
$439K +$10.7K +538 +3%
GIA
58
Gladstone Institutional Advisory
Florida
$408K -$1.92K -97 -0.5%
GAM
59
Gotham Asset Management
New York
$388K
GSIAS
60
Garden State Investment Advisory Services
New Jersey
$378K
PWPS
61
Pinnacle Wealth Planning Services
Ohio
$343K
CA
62
Clearstead Advisors
Ohio
$333K +$28.6K +1,444 +9%
RAM
63
Readystate Asset Management
Illinois
$329K +$28.4K +1,433 +10%
HVIA
64
Hudson Valley Investment Advisors
New York
$314K
BV
65
Boxwood Ventures
Illinois
$303K +$5.91K +298 +2%
BPA
66
Beacon Pointe Advisors
California
$298K +$53.7K +2,710 +22%
PFS
67
Prospera Financial Services
Texas
$283K +$29.1K +1,468 +12%
BIS
68
BG Investment Services
Guam
$282K -$31.3K -1,581 -10%
LFAS
69
Level Four Advisory Services
Texas
$275K +$59.3K +2,990 +28%
OIA
70
OneDigital Investment Advisors
Kansas
$268K +$5.21K +263 +2%
QP
71
Quartz Partners
New York
$255K -$21.2K -1,068 -8%
CFS
72
Compass Financial Services
Iowa
$254K -$30.1K -1,519 -11%
WA
73
Waverly Advisors
Alabama
$253K -$7.89K -398 -3%
SWA
74
Sax Wealth Advisors
New Jersey
$250K
HCP
75
Hexagon Capital Partners
Arkansas
$246K