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Invesco CEF Income Composite ETF

129 hedge funds and large institutions have $352M invested in Invesco CEF Income Composite ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1.51% less ownership

Funds ownership: 46.6%45.09% (-1.5%)

2% less funds holding

Funds holding: 132129 (-3)

6% less capital invested

Capital invested by funds: $376M → $352M (-$24M)

Holders
129
Holders Change
-3
Holders Change %
-2.27%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
53
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$53.9K +$55.4K +2,854 New
US Bancorp
102
US Bancorp
Minnesota
$50.9K
TSMHT
103
Thurston Springer Miller Herd & Titak
Indiana
$49.3K
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$46.6K +$45.8K +2,362 +2,128%
NS
105
NBC Securities
Alabama
$45K +$46.6K +2,401 +120,050%
CFB
106
Cullen/Frost Bankers
Texas
$34.2K
IA
107
IFP Advisors
Florida
$30.5K +$27.1K +1,395 +620%
VWM
108
Vermillion Wealth Management
Minnesota
$25.3K
EWP
109
Elevation Wealth Partners
California
$24.7K
MWA
110
Moser Wealth Advisors
Washington
$18.9K
EWA
111
EverSource Wealth Advisors
Alabama
$16.9K
SS
112
Sunbelt Securities
Texas
$15.4K +$330 +17 +2%
JP Morgan Chase
113
JP Morgan Chase
New York
$15.4K -$209K -10,775 -93%
SL
114
Salomon & Ludwin
Virginia
$14.6K
PA
115
PSI Advisors
Florida
$9.95K
WPA
116
Wealth Preservation Advisors
Tennessee
$9.43K +$9.7K +500 New
JFGIW
117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.71K
1IA
118
1620 Investment Advisors
Massachusetts
$8.2K
Citigroup
119
Citigroup
New York
$4.83K -$39 -2 -0.8%
SWM
120
Spire Wealth Management
Virginia
$4.71K -$12.7K -657 -72%
IRC
121
Investors Research Corp
Georgia
$4.01K
PS
122
Principal Securities
Iowa
$2.85K
TFA
123
Toth Financial Advisory
Virginia
$2.75K
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$2.59K
WAM
125
Wolverine Asset Management
Illinois
$1.94K +$2K +103 New