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Invesco CEF Income Composite ETF

119 hedge funds and large institutions have $240M invested in Invesco CEF Income Composite ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

1.28% more ownership

Funds ownership: 36.19%37.47% (+1.3%)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 120119 (-1)

5% less capital invested

Capital invested by funds: $253M → $240M (-$12.7M)

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
47
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BV
76
Boxwood Ventures
Illinois
$202K +$4.74K +244 +2%
MFS
77
Madrona Financial Services
Washington
$200K -$12.6K -651 -5%
CW
78
CreativeOne Wealth
Kansas
$193K -$123K -6,333 -36%
CA
79
CoreCap Advisors
Michigan
$193K +$272 +14 +0.1%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$187K -$1.94K -100 -0.9%
HVIA
81
Hudson Valley Investment Advisors
New York
$180K
GWSG
82
GPS Wealth Strategies Group
Colorado
$172K +$21.6K +1,114 +13%
HI
83
Harbour Investments
Wisconsin
$156K
US Bancorp
84
US Bancorp
Minnesota
$127K
GEA
85
Glen Eagle Advisors
New Jersey
$98.3K -$15.5K -800 -12%
AA
86
Ancora Advisors
Ohio
$97K
RG
87
Retirement Group
California
$95K -$24.2K -1,245 -19%
APA
88
American Portfolios Advisors
New York
$86K
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$86K
Bessemer Group
90
Bessemer Group
New Jersey
$67K +$1.53K +79 +2%
JP Morgan Chase
91
JP Morgan Chase
New York
$66K +$58 +3 +0.1%
RIA
92
Realta Investment Advisors
Delaware
$65K +$72.2K +3,718 New
MCC
93
Money Concepts Capital
Florida
$63K +$1.15K +59 +2%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$49K +$54.6K +2,809 New
HGERS
95
Householder Group Estate & Retirement Specialist
Arizona
$46K +$51.7K +2,660 New
IA
96
IFP Advisors
Florida
$45K
CCM
97
Covington Capital Management
California
$35K
AF
98
Advisornet Financial
Minnesota
$32K -$1.81K -93 -5%
SWM
99
Spire Wealth Management
Virginia
$30K -$1.92K -99 -5%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$29K