We are live on ! Find out more
PCEF icon

Invesco CEF Income Composite ETF

118 hedge funds and large institutions have $279M invested in Invesco CEF Income Composite ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.56% more ownership

Funds ownership: 39.67%43.23% (+3.6%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $267M → $279M (+$12.9M)

1% more funds holding

Funds holding: 117118 (+1)

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
36
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oarsman Capital
Wisconsin
$226K -$95.7K -5,347 -29%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$218K -$1.45K -81 -0.6%
BV
78
Boxwood Ventures
Illinois
$218K +$5.65K +316 +3%
HCP
79
Hexagon Capital Partners
Arkansas
$210K
CIAS
80
Capital Investment Advisory Services
North Carolina
$207K -$89.1K -4,980 -29%
LNC
81
Lincoln National Corp
Pennsylvania
$207K +$6.19K +346 +3%
OIA
82
OneDigital Investment Advisors
Kansas
$207K +$5.01K +280 +2%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$204K
EWM
84
Evercore Wealth Management
New York
$179K +$187K +10,455 New
MFS
85
Madrona Financial Services
Washington
$173K
GWSG
86
GPS Wealth Strategies Group
Colorado
$171K +$787 +44 +0.4%
HI
87
Harbour Investments
Wisconsin
$113K +$930 +52 +0.8%
RG
88
Retirement Group
California
$110K -$15.6K -874 -12%
JFGIW
89
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K -$8.93K -499 -8%
GEA
90
Glen Eagle Advisors
New Jersey
$89.8K
Bessemer Group
91
Bessemer Group
New Jersey
$72K +$1.81K +101 +2%
SPIA
92
Steward Partners Investment Advisory
New York
$71.3K +$24.2K +1,350 +48%
US Bancorp
93
US Bancorp
Minnesota
$70.1K -$57.2K -3,199 -44%
RIA
94
Realta Investment Advisors
Delaware
$63.1K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$51.7K +$37K +2,069 +216%
CFB
96
Cullen/Frost Bankers
Texas
$48.1K
WOSD
97
WFA of San Diego
California
$43.2K
NS
98
NBC Securities
Alabama
$36K +$38.2K +2,134 New
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$29K
EWP
100
Elevation Wealth Partners
California
$22.4K