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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$57.9M +$922K +46,485 +2%
Morgan Stanley
2
Morgan Stanley
New York
$44.7M +$1.28M +64,412 +3%
Wells Fargo
3
Wells Fargo
California
$39.4M -$476K -24,008 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$37.4M +$734K +37,025 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$23.4M +$386K +19,490 +2%
LPL Financial
6
LPL Financial
California
$22.1M +$112K +5,639 +0.5%
Bank of America
7
Bank of America
North Carolina
$18.8M -$45.1K -2,277 -0.2%
LFG
8
Larson Financial Group
Missouri
$17.8M +$6.35M +320,067 +56%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$11.1M +$1.14M +57,577 +12%
IF
10
Intrua Financial
Texas
$10.5M +$1.14M +57,317 +12%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$8.88M +$26K +1,310 +0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.87M -$154K -7,764 -2%
Ameriprise
13
Ameriprise
Minnesota
$8.79M -$1.09M -55,219 -11%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$8.53M -$913K -46,061 -10%
UBS Group
15
UBS Group
Switzerland
$6.22M +$247K +12,436 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.03M -$17.2K -866 -0.4%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.62M -$78.1K -3,940 -2%
MFG
18
Merit Financial Group
Georgia
$3.5M +$865K +43,611 +33%
SC
19
Sykon Capital
New York
$3.39M +$1.46M +73,543 +76%
AHC
20
Adell Harriman & Carpenter
Texas
$2.91M +$423K +21,349 +17%
DBIA
21
Dumont & Blake Investment Advisors
New Jersey
$2.74M -$1.98K -100 -0.1%
SI
22
Stephens Inc
Arkansas
$2.2M +$102K +5,167 +5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.05M -$5.1K -257 -0.2%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.97M -$90.8K -4,578 -4%
Mariner
25
Mariner
Kansas
$1.88M