We are live on ! Find out more
PCEF icon

Invesco CEF Income Composite ETF

104 hedge funds and large institutions have $224M invested in Invesco CEF Income Composite ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 103104 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $227M → $224M (-$2.88M)

1.06% less ownership

Funds ownership: 31.9%30.84% (-1.1%)

47% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 43

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
23
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Carroll Financial Associates
North Carolina
$105K
GSWM
77
Golden State Wealth Management
California
$100K +$102K +4,950 New
GRP
78
Global Retirement Partners
California
$76K
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$59K +$1.17K +57 +2%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$54K +$54.5K +2,653 New
CCM
81
Covington Capital Management
California
$50K
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$48K
RCA
83
Ranch Capital Advisors
Florida
$43K
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$43K +$43.7K +2,125 New
APA
85
American Portfolios Advisors
New York
$39.4K -$31.2K -1,515 -44%
NFG
86
Next Financial Group
Texas
$34K +$34.4K +1,675 New
LWM
87
Liberty Wealth Management
California
$33K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$32K
PB
89
Pinnacle Bancorp
Nebraska
$30K
TH
90
TCTC Holdings
Texas
$20K -$5.14K -250 -20%
CFN
91
Cordasco Financial Network
Florida
$20K
MWA
92
Moser Wealth Advisors
Washington
$20K
OIA
93
Optimum Investment Advisors
Illinois
$20K
SPIA
94
Steward Partners Investment Advisory
New York
$20K
S
95
SignatureFD
Georgia
$16K +$16.4K +800 New
NSIM
96
North Star Investment Management
Illinois
$10K
RFA
97
Reilly Financial Advisors
California
$9K
CTC
98
Central Trust Company
Missouri
$8K
FFA
99
Founders Financial Alliance
North Carolina
$5K +$5.45K +265 New
EFSCE
100
Enterprise Financial Services Corp (EFSC)
Missouri
$4K