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Invesco CEF Income Composite ETF

126 hedge funds and large institutions have $357M invested in Invesco CEF Income Composite ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

8% more funds holding

Funds holding: 117126 (+9)

8% more capital invested

Capital invested by funds: $332M → $357M (+$25.4M)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0.17% less ownership

Funds ownership: 43.8%43.64% (-0.17%)

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
39
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$35.2K +$27K +1,413 New
EWP
102
Elevation Wealth Partners
California
$25.8K
JIP
103
Jaffetilchin Investment Partners
Florida
$25.5K +$24.7K +1,294 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$23.8K +$13.7K +715 +146%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$23.8K -$13.6K -713 -37%
MWA
106
Moser Wealth Advisors
Washington
$19.7K
PA
107
PSI Advisors
Florida
$17.8K
EWA
108
EverSource Wealth Advisors
Alabama
$17.7K
Citigroup
109
Citigroup
New York
$16.9K
SL
110
Salomon & Ludwin
Virginia
$15.2K
1IA
111
1620 Investment Advisors
Massachusetts
$13.1K +$19 +1 +0.2%
JFGIW
112
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.11K
JP Morgan Chase
113
JP Morgan Chase
New York
$8.88K +$8.57K +449 +44,900%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$6.94K +$6.72K +352 New
RIA
115
Realta Investment Advisors
Delaware
$5.71K -$19.5K -1,020 -78%
IA
116
IFP Advisors
Florida
$4.43K
IRC
117
Investors Research Corp
Georgia
$4.2K
PS
118
Principal Securities
Iowa
$2.94K
TFA
119
Toth Financial Advisory
Virginia
$2.88K
GJIA
120
Glass Jacobson Investment Advisors
Maryland
$1.97K
SIS
121
Sound Income Strategies
Florida
$1.18K
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$1.12K
GRP
123
Global Retirement Partners
California
$811 +$19 +1 +3%
AF
124
Allworth Financial
California
$789 +$764 +40 New
KFI
125
Key Financial Inc
Pennsylvania
$118