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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

104 hedge funds and large institutions have $224M invested in Invesco CEF Income Composite ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
23
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$6.82M
2
Wells Fargo
2
Wells Fargo
California
$19M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.1M
5
IWM
5
IHT Wealth Management
Illinois
$1.27M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.5M
2
BI
2
Bramshill Investments
Florida
$0
3
MC
3
Matisse Capital
Oregon
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.57M
5
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.4M 69,151 -6,328 -8%
IWM
27
IHT Wealth Management
Illinois
$1.27M 62,904 +31,027 +97%
OA
28
Oxbow Advisors
Texas
$1.23M 60,672 – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.22M 60,035 +24,385 +68%
RJA
30
Raymond James & Associates
Florida
$1.15M 56,907 +2,169 +4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.12M 55,265 +1,169 +2%
GWM
32
Geneos Wealth Management
Colorado
$1.1M 54,879 -7,059 -11%
AF
33
Advisornet Financial
Minnesota
$1.06M 52,324 -800 -2%
WP
34
WealthPLAN Partners
Nebraska
$1.05M 49,849 -6,020 -11%
LI
35
LVZ Inc
Michigan
$966K 47,744 +2,816 +6%
CFGS
36
Concourse Financial Group Securities
Alabama
$886K 43,771 -540 -1%
OPS
37
Orion Portfolio Solutions
Nebraska
$778K 38,426 -14,687 -28%
HWA
38
Heartwood Wealth Advisors
Virginia
$739K 36,500 – –
MA
39
Mutual Advisors
Nebraska
$719K 35,546 +456 +1%
EH
40
Equitable Holdings
New York
$682K 33,675 -3,503 -9%
AAS
41
Avantax Advisory Services
Texas
$621K 30,707 +18,839 +159%
TA
42
TFG Advisers
Michigan
$570K 28,204 -5,596 -17%
OIA
43
OneDigital Investment Advisors
Kansas
$559K 27,571 -19,383 -41%
APWA
44
Atlas Private Wealth Advisors
New Jersey
$536K 26,460 -1,725 -6%
RG
45
Retirement Group
California
$533K 26,326 -4,447 -14%
CFG
46
Cooper Financial Group
California
$529K 26,117 -209 -0.8%
IAN
47
Integrated Advisors Network
Texas
$500K 24,709 – –
Truist Financial
48
Truist Financial
North Carolina
$472K 23,333 -4,703 -17%
PMG
49
ProVise Management Group
Florida
$393K 19,441 – –
SFS
50
Sowell Financial Services
Arkansas
$370K 18,291 -3,867 -17%
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