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Invesco CEF Income Composite ETF

119 hedge funds and large institutions have $267M invested in Invesco CEF Income Composite ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $239M → $267M (+$27.5M)

10% more funds holding

Funds holding: 108119 (+11)

1.18% more ownership

Funds ownership: 31.19%32.37% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
44
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
76
Fort Pitt Capital Group
Pennsylvania
$214K
BFA
77
Beacon Financial Advisory
Ohio
$213K +$209K +9,174 New
AWM
78
AE Wealth Management
Kansas
$207K +$202K +8,874 New
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$205K +$200K +8,800 New
Citigroup
80
Citigroup
New York
$193K -$52.4K -2,300 -22%
GEA
81
Glen Eagle Advisors
New Jersey
$172K -$6.56K -288 -4%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$147K +$88.8K +3,900 +163%
US Bancorp
83
US Bancorp
Minnesota
$145K
AA
84
Ancora Advisors
Ohio
$130K +$127K +5,574 New
GRP
85
Global Retirement Partners
California
$88K
CFN
86
Cordasco Financial Network
Florida
$86K +$48.8K +2,144 +138%
APA
87
American Portfolios Advisors
New York
$85.5K
AIC
88
Ameritas Investment Company
Nebraska
$63K -$5.01K -220 -8%
CCM
89
Covington Capital Management
California
$58K
FANJ
90
Financial Architects (New Jersey)
New Jersey
$56K
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$56K
RIA
92
Realta Investment Advisors
Delaware
$54K
NFG
93
Next Financial Group
Texas
$48K +$14.8K +650 +46%
CFA
94
Carroll Financial Associates
North Carolina
$46K +$22.8K +1,000 +100%
CIAS
95
Capital Investment Advisory Services
North Carolina
$43K
FWM
96
FSA Wealth Management
Massachusetts
$43K +$41.9K +1,840 New
EWM
97
EPG Wealth Management
Georgia
$39K +$38.2K +1,675 New
LWM
98
Liberty Wealth Management
California
$38K
PB
99
Pinnacle Bancorp
Nebraska
$35K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$32K