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Invesco CEF Income Composite ETF

116 hedge funds and large institutions have $338M invested in Invesco CEF Income Composite ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
45
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$39.7M 2,106,818 +597,324 +40%
Morgan Stanley
2
Morgan Stanley
New York
$38M 2,014,926 -2,360,618 -54%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.6M 1,992,778 +53,526 +3%
Ameriprise
4
Ameriprise
Minnesota
$33.6M 1,784,120 +14,411 +0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.6M 1,678,617 +37,193 +2%
LPL Financial
6
LPL Financial
California
$21.6M 1,143,591 +29,129 +3%
Bank of America
7
Bank of America
North Carolina
$16.5M 874,184 +27,798 +3%
UBS Group
8
UBS Group
Switzerland
$11.1M 591,464 -228,587 -28%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.87M 470,712 +13,325 +3%
Truist Financial
10
Truist Financial
North Carolina
$8.34M 442,214 +38,461 +10%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$7.85M 416,268 -17,252 -4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$6.89M 365,394 +71,823 +24%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.54M 347,135 +7,442 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.21M 223,565 -17,003 -7%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.97M 211,005 -1,826 -0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.83M 203,188 +24,288 +14%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.33M 176,462 +132,460 +301%
SC
18
Sykon Capital
New York
$3.13M 166,063 +99,308 +149%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.9M 153,959 +54,884 +55%
DBIA
20
Dumont & Blake Investment Advisors
New Jersey
$2.59M 137,562 -238 -0.2%
BBL
21
Beck Bode LLC
Massachusetts
$2.51M 133,341 -19,955 -13%
CAN
22
Cetera Advisor Networks
California
$2.35M 124,817 +33,662 +37%
Creative Planning
23
Creative Planning
Kansas
$2.09M 111,117 -26,865 -19%
Mariner
24
Mariner
Kansas
$1.82M 96,702 -11,179 -10%
MFG
25
Merit Financial Group
Georgia
$1.76M 95,800 +3,465 +4%