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Invesco CEF Income Composite ETF

138 hedge funds and large institutions have $353M invested in Invesco CEF Income Composite ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

10% more funds holding

Funds holding: 126138 (+12)

2% more capital invested

Capital invested by funds: $346M → $353M (+$6.5M)

0.02% more ownership

Funds ownership: 37.1%37.12% (+0.02%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
42
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
101
Crescent Capital Consulting
Louisiana
$143K
AA
102
Ancora Advisors
Ohio
$135K
WWMSC
103
Wagner Wealth Management (South Carolina)
South Carolina
$124K
APA
104
American Portfolios Advisors
New York
$97.2K
JP Morgan Chase
105
JP Morgan Chase
New York
$91K -$1.74K -72 -2%
AFG
106
Albion Financial Group
Utah
$89K -$723 -30 -0.8%
Bessemer Group
107
Bessemer Group
New Jersey
$85K +$84.8K +3,517 New
MCC
108
Money Concepts Capital
Florida
$84K +$83.4K +3,460 New
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$73K
SCA
110
Sandy Cove Advisors
Massachusetts
$73K +$72.3K +3,000 New
IAG
111
Investmark Advisory Group
Connecticut
$70K +$70.5K +2,925 New
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$60.6K +$169 +7 +0.3%
SWM
113
Spire Wealth Management
Virginia
$51K +$48 +2 +0.1%
CCM
114
Covington Capital Management
California
$48K
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$121 -5 -0.3%
EWM
116
EPG Wealth Management
Georgia
$41K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$41K +$40.4K +1,677 New
PB
118
Pinnacle Bancorp
Nebraska
$36K
IA
119
IFP Advisors
Florida
$29K
CFA
120
Carroll Financial Associates
North Carolina
$24K
MWA
121
Moser Wealth Advisors
Washington
$24K
OIA
122
Optimum Investment Advisors
Illinois
$24K
SPIA
123
Steward Partners Investment Advisory
New York
$24K
CFB
124
Cullen/Frost Bankers
Texas
$24K +$24.1K +1,000 New
SFM
125
Signet Financial Management
New Jersey
$23K +$22.9K +950 New