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Invesco CEF Income Composite ETF

132 hedge funds and large institutions have $376M invested in Invesco CEF Income Composite ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $357M → $376M (+$18.5M)

5% more funds holding

Funds holding: 126132 (+6)

2.97% more ownership

Funds ownership: 43.64%46.6% (+3%)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
76
Hexagon Capital Partners
Arkansas
$236K
SF
77
Summit Financial
New Jersey
$233K +$238K +12,172 New
PFS
78
Prospera Financial Services
Texas
$233K +$237K +12,149 New
MCC
79
Money Concepts Capital
Florida
$227K +$18.8K +965 +9%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$223K
JP Morgan Chase
81
JP Morgan Chase
New York
$222K +$217K +11,140 +2,476%
MA
82
Mezzasalma Advisors
New Jersey
$207K +$211K +10,830 New
NFSG
83
Newbridge Financial Services Group
Florida
$201K -$2.71K -139 -1%
APWA
84
Atlas Private Wealth Advisors
New Jersey
$198K -$8.59K -440 -4%
GWSG
85
GPS Wealth Strategies Group
Colorado
$159K -$12.3K -631 -7%
PFA
86
Pathway Financial Advisers
Indiana
$145K -$1.43K -73 -1%
CA
87
CoreCap Advisors
Michigan
$142K -$15K -768 -9%
ACM
88
Anfield Capital Management
California
$140K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$138K +$117K +6,005 +498%
HI
90
Harbour Investments
Wisconsin
$132K +$937 +48 +0.7%
AWM
91
Atticus Wealth Management
Florida
$91.7K
Bessemer Group
92
Bessemer Group
New Jersey
$90K +$293 +15 +0.3%
GEA
93
Glen Eagle Advisors
New Jersey
$89.3K
CIAS
94
Capital Investment Advisory Services
North Carolina
$85.9K -$51.1K -2,617 -37%
VWA
95
VSM Wealth Advisory
Maryland
$85.5K +$87.1K +4,462 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$84K -$7.42K -380 -8%
OC
97
Oarsman Capital
Wisconsin
$82.1K -$8.26K -423 -9%
SPIA
98
Steward Partners Investment Advisory
New York
$79.9K
WWMSC
99
Wagner Wealth Management (South Carolina)
South Carolina
$59.7K
AWM
100
AE Wealth Management
Kansas
$57.1K +$58.1K +2,979 New