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Invesco CEF Income Composite ETF

124 hedge funds and large institutions have $389M invested in Invesco CEF Income Composite ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $369M → $389M (+$20.1M)

0.91% more ownership

Funds ownership: 45.19%46.1% (+0.91%)

2% less funds holding

Funds holding: 127124 (-3)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$232K
ACA
77
Aptus Capital Advisors
Alabama
$226K +$224K +11,303 New
MCC
78
Money Concepts Capital
Florida
$216K +$1.84K +93 +0.9%
EH
79
Equitable Holdings
New York
$207K -$1.53K -77 -0.7%
CA
80
CoreCap Advisors
Michigan
$148K
NFSG
81
Newbridge Financial Services Group
Florida
$134K -$15K -758 -10%
FFA
82
Farther Finance Advisors
California
$131K +$416 +21 +0.3%
GWSG
83
GPS Wealth Strategies Group
Colorado
$126K
NS
84
NBC Securities
Alabama
$99.2K +$2.24K +113 +2%
GRP
85
Global Retirement Partners
California
$99K +$97.5K +4,915 +11,170%
CIAS
86
Capital Investment Advisory Services
North Carolina
$95.2K +$1.84K +93 +2%
VWA
87
VSM Wealth Advisory
Maryland
$91.7K +$991 +50 +1%
SPIA
88
Steward Partners Investment Advisory
New York
$85.5K
GI
89
GAMMA Investing
California
$80.9K -$1.41M -71,077 -95%
ACM
90
Anfield Capital Management
California
$73.2K -$72.6K -3,660 -50%
GEA
91
Glen Eagle Advisors
New Jersey
$68K
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$62.6K +$357 +18 +0.6%
US Bancorp
93
US Bancorp
Minnesota
$53.9K
AAS
94
Ameritas Advisory Services
Nebraska
$48.9K -$44.4K -2,240 -48%
WOSD
95
WFA of San Diego
California
$40.9K -$4.96K -250 -11%
ASN
96
Advisory Services Network
Georgia
$39.5K +$39.2K +1,979 New
PFA
97
Pathway Financial Advisers
Indiana
$39.1K +$38.9K +1,962 New
CI
98
CX Institutional
Indiana
$35K +$34.5K +1,738 New
IA
99
IFP Advisors
Florida
$32.4K
VWM
100
Vermillion Wealth Management
Minnesota
$26.6K