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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

102 hedge funds and large institutions have $201M invested in Invesco CEF Income Composite ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 21 closing their positions.

Holders
102
Holders Change
-4
Holders Change %
-3.77%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
19
Increased
28
Reduced
34
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$8.61M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$7.17M
3
PAM
3
PVG Asset Management
Colorado
$3.1M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.13M
5
UBS Group
5
UBS Group
Switzerland
$6.19M

Top Sellers

1
JCM
1
Janney Capital Management
Pennsylvania
$0
2
Citigroup
2
Citigroup
New York
$271K
3
Bank of America
3
Bank of America
North Carolina
$4.79M
4
JFM
4
Jackson Financial Management
California
$3.64M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$1.11M 55,040 +1,927 +4%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.07M 52,903 -6,015 -10%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.04M 51,330 +41,663 +431%
PWM
29
Patriot Wealth Management
Texas
$1.01M 49,687 – –
SMC
30
Smith, Moore & Co
Missouri
$956K 47,267 -469 -1%
OIA
31
OneDigital Investment Advisors
Kansas
$833K 41,154 +5,751 +16%
MA
32
Mutual Advisors
Nebraska
$743K 36,739 +477 +1%
CFG
33
Cooper Financial Group
California
$700K 34,605 +34,605 New
RJA
34
Raymond James & Associates
Florida
$656K 32,440 -19,457 -37%
VA
35
Valmark Advisers
Ohio
$652K 32,253 -37 -0.1%
WS
36
Wedbush Securities
California
$624K 30,865 -6,370 -17%
AF
37
Advisornet Financial
Minnesota
$610K 30,149 -1,100 -4%
RA
38
Rational Advisors
New York
$606K 29,960 +29,960 New
TA
39
TFG Advisers
Michigan
$559K 27,662 +27,662 New
PWPS
40
Pinnacle Wealth Planning Services
Ohio
$549K 27,124 +27,124 New
MFG
41
Merit Financial Group
Georgia
$522K 25,839 -2,418 -9%
WAM
42
Wolverine Asset Management
Illinois
$519K 25,681 +25,681 New
AGM
43
Alpine Global Management
New York
$504K 24,912 +24,912 New
IA
44
IFP Advisors
Florida
$493K 24,367 +6,235 +34%
LI
45
LVZ Inc
Michigan
$428K 21,162 +447 +2%
Citadel Advisors
46
Citadel Advisors
Florida
$417K 20,630 +20,630 New
RIA
47
Regal Investment Advisors
Michigan
$381K 18,839 -10,730 -36%
BTS
48
BB&T Securities
Virginia
$374K 18,522 -2,444 -12%
AIM
49
Advantage Investment Management
Iowa
$364K 18,003 +439 +2%
SFS
50
Sowell Financial Services
Arkansas
$357K 17,625 -11,196 -39%
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