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Invesco CEF Income Composite ETF

116 hedge funds and large institutions have $266M invested in Invesco CEF Income Composite ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
42
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.2M 2,004,119 -79,358 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.1M 1,610,441 +58,951 +4%
Ameriprise
3
Ameriprise
Minnesota
$28.3M 1,563,781 +115,114 +8%
Wells Fargo
4
Wells Fargo
California
$22.5M 1,245,735 -2,087 -0.2%
Bank of America
5
Bank of America
North Carolina
$15.9M 877,418 -7,971 -0.9%
UBS Group
6
UBS Group
Switzerland
$15.5M 856,086 -4,534 -0.5%
LPL Financial
7
LPL Financial
California
$13.6M 753,051 +14,752 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.4M 628,589 -114,834 -15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.94M 494,608 -17,465 -3%
BCI
10
Brinker Capital Investments
Pennsylvania
$6.13M 339,318 +281,660 +489%
OPS
11
Orion Portfolio Solutions
Nebraska
$6.13M 339,318 +281,660 +489%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.62M 310,951 -33,612 -10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.5M 248,890 +15,530 +7%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.98M 219,791 +2,720 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.37M 186,213 -2,393 -1%
Creative Planning
16
Creative Planning
Kansas
$2.96M 163,821 -10,764 -6%
BBL
17
Beck Bode LLC
Massachusetts
$2.94M 162,524 -12,504 -7%
DBIA
18
Dumont & Blake Investment Advisors
New Jersey
$2.53M 139,848 -838 -0.6%
MFG
19
Merit Financial Group
Georgia
$2.2M 121,749 -13,712 -10%
GFG
20
Goldstone Financial Group
Illinois
$2.14M 118,157 +35,377 +43%
MML Investors Services
21
MML Investors Services
Massachusetts
$2.04M 112,563 -19,643 -15%
Mariner
22
Mariner
Kansas
$2.02M 111,988 +2,670 +2%
AWS
23
Atria Wealth Solutions
New York
$1.82M 100,725 +11,620 +13%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.8M 99,366 -72 -0.1%
AI
25
AXS Investments
New York
$1.54M 85,000 +85,000 New