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Invesco CEF Income Composite ETF

123 hedge funds and large institutions have $388M invested in Invesco CEF Income Composite ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
101
Legacy Wealth Management (Idaho)
Idaho
$20.5K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$20.4K
AWM
103
AE Wealth Management
Kansas
$18.3K
KFA
104
Kelleher Financial Advisors
New York
$16.2K
SL
105
Salomon & Ludwin
Virginia
$15.5K
AP
106
Aspect Partners
Virginia
$11.8K
WPA
107
Wealth Preservation Advisors
Tennessee
$9.98K
1IA
108
1620 Investment Advisors
Massachusetts
$8.69K
Citigroup
109
Citigroup
New York
$5.11K
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$4.87K
IRC
111
Investors Research Corp
Georgia
$4.25K
JP Morgan Chase
112
JP Morgan Chase
New York
$4.01K
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$3.85K
PS
114
Principal Securities
Iowa
$2.98K
SWM
115
Spire Wealth Management
Virginia
$2.94K
TFA
116
Toth Financial Advisory
Virginia
$2.92K
GJIA
117
Glass Jacobson Investment Advisors
Maryland
$2.7K
SIS
118
Sound Income Strategies
Florida
$1.21K
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$1.14K
AF
120
Allworth Financial
California
$799
AssetMark Inc
121
AssetMark Inc
California
$739
JFGIW
122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$240
KFI
123
Key Financial Inc
Pennsylvania
$120
VBWMG
124
Von Berge Wealth Management Group
California
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois