We are live on ! Find out more
PCEF icon

Invesco CEF Income Composite ETF

126 hedge funds and large institutions have $305M invested in Invesco CEF Income Composite ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% less ownership

Funds ownership: 37.12%36.86% (-0.26%)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

9% less funds holding

Funds holding: 138126 (-12)

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.3M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
126
Holders Change
-12
Holders Change %
-8.7%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
76
Madrona Financial Services
Washington
$263K
TFS
77
Thoroughbred Financial Services
Tennessee
$262K -$132K -5,900 -33%
KAS
78
Kestra Advisory Services
Texas
$251K +$11.8K +528 +5%
BV
79
Boxwood Ventures
Illinois
$245K +$4.43K +198 +2%
CA
80
CoreCap Advisors
Michigan
$243K +$246 +11 +0.1%
PA
81
PFG Advisors
Arizona
$240K +$13.7K +612 +6%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$237K -$27.7K -1,239 -10%
HVIA
83
Hudson Valley Investment Advisors
New York
$227K
MCC
84
Money Concepts Capital
Florida
$219K +$145K +6,469 +187%
BFA
85
Beacon Financial Advisory
Ohio
$216K +$201 +9 +0.1%
CIAS
86
Capital Investment Advisory Services
North Carolina
$210K -$48.3K -2,157 -18%
AHC
87
Adell Harriman & Carpenter
Texas
$209K
NCM
88
NCM Capital Management
New Jersey
$206K -$71.5K -3,195 -25%
RG
89
Retirement Group
California
$146K -$17.4K -777 -11%
GEA
90
Glen Eagle Advisors
New Jersey
$142K
US Bancorp
91
US Bancorp
Minnesota
$137K
GWSG
92
GPS Wealth Strategies Group
Colorado
$126K +$107K +4,796 +535%
AA
93
Ancora Advisors
Ohio
$123K
WWMSC
94
Wagner Wealth Management (South Carolina)
South Carolina
$109K -$4.48K -200 -4%
APA
95
American Portfolios Advisors
New York
$88.7K
Bessemer Group
96
Bessemer Group
New Jersey
$84K +$6.58K +294 +8%
JP Morgan Chase
97
JP Morgan Chase
New York
$83K +$67 +3 +0.1%
SCA
98
Sandy Cove Advisors
Massachusetts
$66K
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$51.7K -$3.67K -164 -7%
IA
100
IFP Advisors
Florida
$45K +$17K +760 +62%