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Invesco CEF Income Composite ETF

126 hedge funds and large institutions have $346M invested in Invesco CEF Income Composite ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

4% more funds holding

Funds holding: 121126 (+5)

1% more capital invested

Capital invested by funds: $341M → $346M (+$5.08M)

0.49% more ownership

Funds ownership: 36.6%37.1% (+0.49%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
52
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$50K +$24 +1 +0%
CCM
102
Covington Capital Management
California
$48K -$11.6K -475 -19%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$46K
RCA
104
Ranch Capital Advisors
Florida
$41K
EWM
105
EPG Wealth Management
Georgia
$40K +$40.9K +1,675 New
LWM
106
Liberty Wealth Management
California
$39K
PB
107
Pinnacle Bancorp
Nebraska
$36K
IA
108
IFP Advisors
Florida
$29K
TCWM
109
Total Clarity Wealth Management
Illinois
$25K +$25.4K +1,038 New
MWA
110
Moser Wealth Advisors
Washington
$24K
OIA
111
Optimum Investment Advisors
Illinois
$24K
SPIA
112
Steward Partners Investment Advisory
New York
$24K
CFA
113
Carroll Financial Associates
North Carolina
$23K
GWSG
114
GPS Wealth Strategies Group
Colorado
$21K +$195 +8 +0.9%
Barclays
115
Barclays
United Kingdom
$19K -$24.9K -1,020 -56%
TH
116
TCTC Holdings
Texas
$12K -$12.2K -500 -50%
NSIM
117
North Star Investment Management
Illinois
$12K
RFA
118
Reilly Financial Advisors
California
$11K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$11K +$9.94K +407 +947%
CTC
120
Central Trust Company
Missouri
$10K
CFN
121
Cordasco Financial Network
Florida
$7K
BCWM
122
Bartlett & Co Wealth Management
Ohio
$6.01K +$6.13K +251 New
BC
123
Bartlett & Co
Ohio
$6K +$6.13K +251 New
FRA
124
Front Row Advisors
California
$2K
GRP
125
Global Retirement Partners
California
$1K -$12K -493 -94%