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Invesco CEF Income Composite ETF

131 hedge funds and large institutions have $375M 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, 40 reducing their positions, and 7 closing their positions.

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% 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
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$51.7K 2,700
TSMHT
102
Thurston Springer Miller Herd & Titak
Indiana
$50.1K 2,613
CFB
103
Cullen/Frost Bankers
Texas
$34.8K 1,815
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$28.7K 1,500 +295 +24%
VWM
105
Vermillion Wealth Management
Minnesota
$25.8K 1,344 +1,344 New
EWP
106
Elevation Wealth Partners
California
$25.1K 1,311
William Blair & Company
107
William Blair & Company
Illinois
$23.3K 1,214 +1,214 New
MWA
108
Moser Wealth Advisors
Washington
$19.2K 1,000
SWM
109
Spire Wealth Management
Virginia
$17.4K 907 -506 -36%
EWA
110
EverSource Wealth Advisors
Alabama
$17.2K 896
SS
111
Sunbelt Securities
Texas
$15.3K 801 +801 New
SL
112
Salomon & Ludwin
Virginia
$14.8K 773
PA
113
PSI Advisors
Florida
$10.1K 528 -376 -42%
JFGIW
114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.09K 462
1IA
115
1620 Investment Advisors
Massachusetts
$8.34K 435 -230 -35%
Citigroup
116
Citigroup
New York
$4.94K 258 -599 -70%
IA
117
IFP Advisors
Florida
$4.31K 225
IRC
118
Investors Research Corp
Georgia
$4.08K 213
GSWM
119
Golden State Wealth Management
California
$3.83K 200 +200 New
TCM
120
Tradewinds Capital Management
Washington
$3.49K 182 +182 New
PS
121
Principal Securities
Iowa
$2.86K 149
TFA
122
Toth Financial Advisory
Virginia
$2.8K 146
GJIA
123
Glass Jacobson Investment Advisors
Maryland
$2.59K 135 +35 +35%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$2.13K 111 -241 -68%
SIS
125
Sound Income Strategies
Florida
$1.15K 60