We are live on ! Find out more
PCEF icon

Invesco CEF Income Composite ETF

105 hedge funds and large institutions have $240M invested in Invesco CEF Income Composite ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $201M → $240M (+$38.8M)

3% more funds holding

Funds holding: 102105 (+3)

1.7% more ownership

Funds ownership: 31.14%32.84% (+1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
15
Increased
37
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$24K -$506K -23,307 -96%
ESB
77
Essex Savings Bank
Connecticut
$24K +$282 +13 +1%
CWA
78
Clarus Wealth Advisors
Arizona
$24K +$478 +22 +2%
CA
79
Cetera Advisors
Colorado
$23K +$22.9K +1,053 New
CFA
80
Carroll Financial Associates
North Carolina
$22K
FHB
81
First Hawaiian Bank
Hawaii
$22K
OIA
82
Optimum Investment Advisors
Illinois
$22K
CF
83
Centaurus Financial
California
$14.5K +$1.56K +72 +29%
ZB
84
Zions Bancorporation
Utah
$14K -$47.7K -2,196 -78%
FRA
85
Front Row Advisors
California
$11K
NFG
86
Next Financial Group
Texas
$11K
NSIM
87
North Star Investment Management
Illinois
$11K
NFH
88
NEXT Financial Holdings
Texas
$11K +$10.9K +500 New
RFA
89
Reilly Financial Advisors
California
$10K
CTC
90
Central Trust Company
Missouri
$9K
CAL
91
Capital Analysts LLC
Pennsylvania
$8K
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.98K
JP Morgan Chase
93
JP Morgan Chase
New York
$5K +$65 +3 +1%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$4K
CFN
95
Cordasco Financial Network
Florida
$4K +$4.11K +189 New
EFSCE
96
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4.34K +200 New
WT
97
Whittier Trust
California
$3K
Barclays
98
Barclays
United Kingdom
$2K
PA
99
Parallel Advisors
California
$2K
FHA
100
Flagship Harbor Advisors
Massachusetts
$1K -$6.82K -314 -82%