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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.7M +$3.75M +193,458 +8%
Wells Fargo
2
Wells Fargo
California
$41.9M -$291K -14,998 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$40.4M +$808K +41,639 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.3M +$1.09M +56,085 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$19.1M +$915K +47,174 +5%
LPL Financial
6
LPL Financial
California
$18.1M -$307K -15,822 -2%
Bank of America
7
Bank of America
North Carolina
$17.6M +$277K +14,300 +2%
Ameriprise
8
Ameriprise
Minnesota
$12.5M -$19.4M -1,000,021 -60%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.67M +$174K +8,977 +2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$8.27M -$463K -23,843 -5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$8.05M -$1.04M -53,466 -11%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.88M +$3.22M +166,211 +66%
UBS Group
13
UBS Group
Switzerland
$5.76M -$539K -27,773 -8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.41M +$378K +19,476 +9%
GS
15
GWN Securities
Florida
$4.34M +$4.43M +228,193 New
GI
16
GAMMA Investing
California
$4.15M +$316K +16,283 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.26M -$413K -21,291 -11%
IF
18
Intrua Financial
Texas
$2.63M +$1.53M +78,792 +130%
DBIA
19
Dumont & Blake Investment Advisors
New Jersey
$2.6M +$84.7K +4,365 +3%
SC
20
Sykon Capital
New York
$2.3M -$1.61M -82,777 -40%
AHC
21
Adell Harriman & Carpenter
Texas
$2.24M +$722K +37,200 +46%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.22M -$1.14M -58,750 -33%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.93M +$3.49K +180 +0.2%
SI
24
Stephens Inc
Arkansas
$1.87M +$221K +11,374 +13%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.87M -$1.73M -89,381 -47%