We are live on ! Find out more
PCEF icon

Invesco CEF Income Composite ETF

132 hedge funds and large institutions have $376M invested in Invesco CEF Income Composite ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $357M → $376M (+$18.5M)

5% more funds holding

Funds holding: 126132 (+6)

2.97% more ownership

Funds ownership: 43.64%46.6% (+3%)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
Menard Financial Group
Texas
$56.7K +$57.8K +2,960 New
US Bancorp
102
US Bancorp
Minnesota
$51.7K
TSMHT
103
Thurston Springer Miller Herd & Titak
Indiana
$50.1K
CFB
104
Cullen/Frost Bankers
Texas
$34.8K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$28.7K +$5.76K +295 +24%
VWM
106
Vermillion Wealth Management
Minnesota
$25.8K +$26.2K +1,344 New
EWP
107
Elevation Wealth Partners
California
$25.1K
William Blair & Company
108
William Blair & Company
Illinois
$23.3K +$23.7K +1,214 New
MWA
109
Moser Wealth Advisors
Washington
$19.2K
SWM
110
Spire Wealth Management
Virginia
$17.4K -$9.88K -506 -36%
EWA
111
EverSource Wealth Advisors
Alabama
$17.2K
SS
112
Sunbelt Securities
Texas
$15.3K +$15.6K +801 New
SL
113
Salomon & Ludwin
Virginia
$14.8K
PA
114
PSI Advisors
Florida
$10.1K -$7.34K -376 -42%
JFGIW
115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.09K
1IA
116
1620 Investment Advisors
Massachusetts
$8.34K -$4.49K -230 -35%
Citigroup
117
Citigroup
New York
$4.94K -$11.7K -599 -70%
IA
118
IFP Advisors
Florida
$4.31K
IRC
119
Investors Research Corp
Georgia
$4.08K
GSWM
120
Golden State Wealth Management
California
$3.83K +$3.9K +200 New
TCM
121
Tradewinds Capital Management
Washington
$3.49K +$3.55K +182 New
PS
122
Principal Securities
Iowa
$2.85K
TFA
123
Toth Financial Advisory
Virginia
$2.8K
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$2.59K +$683 +35 +35%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$2.13K -$4.7K -241 -68%