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Invesco CEF Income Composite ETF

118 hedge funds and large institutions have $279M invested in Invesco CEF Income Composite ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.56% more ownership

Funds ownership: 39.67%43.23% (+3.6%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $267M → $279M (+$12.9M)

1% more funds holding

Funds holding: 117118 (+1)

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
36
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$22.4K
SSWM
102
Sheets Smith Wealth Management
North Carolina
$21.9K +$22.9K +1,281 New
IA
103
IFP Advisors
Florida
$20.9K
MWA
104
Moser Wealth Advisors
Washington
$17.1K
SL
105
Salomon & Ludwin
Virginia
$13.2K +$13.8K +773 New
NSIM
106
North Star Investment Management
Illinois
$8.55K
AF
107
Allworth Financial
California
$7.52K -$30.5K -1,703 -79%
JP Morgan Chase
108
JP Morgan Chase
New York
$4.74K -$62.7K -3,506 -93%
GJIA
109
Glass Jacobson Investment Advisors
Maryland
$3.76K
IRC
110
Investors Research Corp
Georgia
$3.64K
AF
111
Advisornet Financial
Minnesota
$2.47K +$72 +4 +3%
FRA
112
Front Row Advisors
California
$1.71K
MRCM
113
M&R Capital Management
New Jersey
$1.37K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$1.03K
SIS
115
Sound Income Strategies
Florida
$1.03K
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$975 +$1.02K +57 New
GRP
117
Global Retirement Partners
California
$631 +$18 +1 +3%
KFI
118
Key Financial Inc
Pennsylvania
$103
OA
119
Oxbow Advisors
Texas
-$1.09M -60,176 Closed
MSAM
120
Moloney Securities Asset Management
Missouri
-$731K -40,451 Closed
LWM
121
Laidlaw Wealth Management
New York
-$425K -23,530 Closed
Jane Street
122
Jane Street
New York
-$363K -20,081 Closed
Citadel Advisors
123
Citadel Advisors
Florida
-$309K -17,114 Closed
HIP
124
HUB Investment Partners
Texas
-$256K -14,133 Closed
PB
125
Pinnacle Bancorp
Nebraska
-$27.1K -1,500 Closed