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Invesco CEF Income Composite ETF

129 hedge funds and large institutions have $352M invested in Invesco CEF Income Composite ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1.51% less ownership

Funds ownership: 46.6%45.09% (-1.5%)

2% less funds holding

Funds holding: 132129 (-3)

6% less capital invested

Capital invested by funds: $376M → $352M (-$24M)

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
53
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$238K +$8.75K +451 +4%
SWA
77
Sax Wealth Advisors
New Jersey
$236K
HCP
78
Hexagon Capital Partners
Arkansas
$232K
CGH
79
Crossmark Global Holdings
Texas
$229K +$236K +12,169 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$222K +$2.91K +150 +1%
EH
81
Equitable Holdings
New York
$219K +$225K +11,594 New
VBWMG
82
Von Berge Wealth Management Group
California
$215K +$230K +11,835 New
MA
83
Mezzasalma Advisors
New Jersey
$204K
APWA
84
Atlas Private Wealth Advisors
New Jersey
$195K
LFAS
85
Level Four Advisory Services
Texas
$194K +$199K +10,265 New
NFSG
86
Newbridge Financial Services Group
Florida
$187K -$11.2K -578 -6%
GWSG
87
GPS Wealth Strategies Group
Colorado
$158K +$815 +42 +0.5%
CA
88
CoreCap Advisors
Michigan
$140K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$138K +$2.23K +115 +2%
ACM
90
Anfield Capital Management
California
$138K
HI
91
Harbour Investments
Wisconsin
$131K +$970 +50 +0.7%
AWM
92
Atticus Wealth Management
Florida
$90.2K
CIAS
93
Capital Investment Advisory Services
North Carolina
$86.3K +$1.84K +95 +2%
VWA
94
VSM Wealth Advisory
Maryland
$84.4K +$330 +17 +0.4%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$82K -$388 -20 -0.5%
SPIA
96
Steward Partners Investment Advisory
New York
$80.8K +$2.33K +120 +3%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$80.3K +$53.6K +2,760 +184%
GEA
98
Glen Eagle Advisors
New Jersey
$64.2K -$24.4K -1,255 -27%
WWMSC
99
Wagner Wealth Management (South Carolina)
South Carolina
$58.7K
AWM
100
AE Wealth Management
Kansas
$56.2K