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Invesco CEF Income Composite ETF

124 hedge funds and large institutions have $389M invested in Invesco CEF Income Composite ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $369M → $389M (+$20.1M)

0.91% more ownership

Funds ownership: 45.19%46.1% (+0.91%)

2% less funds holding

Funds holding: 127124 (-3)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
101
Elevation Wealth Partners
California
$26.2K
LWMI
102
Legacy Wealth Management (Idaho)
Idaho
$20.5K +$20.4K +1,027 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$20.4K -$33K -1,664 -62%
AWM
104
AE Wealth Management
Kansas
$18.3K -$3.59K -181 -17%
KFA
105
Kelleher Financial Advisors
New York
$16.2K +$16.1K +812 New
SL
106
Salomon & Ludwin
Virginia
$15.5K
AP
107
Aspect Partners
Virginia
$11.8K
WPA
108
Wealth Preservation Advisors
Tennessee
$9.98K
1IA
109
1620 Investment Advisors
Massachusetts
$8.69K
Citigroup
110
Citigroup
New York
$5.11K
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$4.87K
IRC
112
Investors Research Corp
Georgia
$4.25K
JP Morgan Chase
113
JP Morgan Chase
New York
$4.01K +$3.97K +200 New
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$3.85K -$23.9K -1,203 -86%
PS
115
Principal Securities
Iowa
$2.98K
SWM
116
Spire Wealth Management
Virginia
$2.94K -$2.04K -103 -41%
TFA
117
Toth Financial Advisory
Virginia
$2.92K
GJIA
118
Glass Jacobson Investment Advisors
Maryland
$2.7K
SIS
119
Sound Income Strategies
Florida
$1.21K
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$1.14K
AF
121
Allworth Financial
California
$799
AssetMark Inc
122
AssetMark Inc
California
$739 -$337 -17 -31%
JFGIW
123
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$240 -$8.92K -450 -97%
KFI
124
Key Financial Inc
Pennsylvania
$120
VBWMG
125
Von Berge Wealth Management Group
California
-$235K -12,035 Closed