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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

118 hedge funds and large institutions have $276M invested in Invesco CEF Income Composite ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
+14
Holders Change %
+13.46%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
34
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$12.2M
2
Bank of America
2
Bank of America
North Carolina
$20.1M
3
Wells Fargo
3
Wells Fargo
California
$25.2M
4
Ameriprise
4
Ameriprise
Minnesota
$29M
5
UBS Group
5
UBS Group
Switzerland
$10.8M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$0
2
TI
2
Tidal Investments
Wisconsin
$1.85M
3
PAG
3
Private Advisor Group
New Jersey
$1.61M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$255K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.61M 71,562 -50,513 -41%
OA
27
Oxbow Advisors
Texas
$1.36M 60,672 – –
GWM
28
Geneos Wealth Management
Colorado
$1.35M 58,449 +3,570 +7%
LI
29
LVZ Inc
Michigan
$1.34M 59,927 +12,183 +26%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.18M 52,679 -16,472 -24%
OPS
31
Orion Portfolio Solutions
Nebraska
$1.14M 50,942 +12,516 +33%
AF
32
Advisornet Financial
Minnesota
$1.1M 48,924 -3,400 -6%
JWCA
33
J.W. Cole Advisors
Florida
$1.07M 47,891 +47,891 New
Renaissance Technologies
34
Renaissance Technologies
New York
$1.07M 47,565 +36,465 +329%
WP
35
WealthPLAN Partners
Nebraska
$1.04M 45,944 -3,905 -8%
CFGS
36
Concourse Financial Group Securities
Alabama
$997K 44,458 +687 +2%
PPA
37
Parametric Portfolio Associates
Washington
$979K 43,643 +43,643 New
OIA
38
OneDigital Investment Advisors
Kansas
$830K 37,061 +9,490 +34%
HWA
39
Heartwood Wealth Advisors
Virginia
$819K 36,500 – –
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$816K 36,377 +36,377 New
MA
41
Mutual Advisors
Nebraska
$807K 35,978 +432 +1%
KAS
42
Kestra Advisory Services
Texas
$798K 35,687 +24,916 +231%
EH
43
Equitable Holdings
New York
$765K 34,106 +431 +1%
RJA
44
Raymond James & Associates
Florida
$729K 32,519 -24,388 -43%
BAM
45
Belpointe Asset Management
Nevada
$701K 31,236 +19,362 +163%
FFWM
46
Future Financial Wealth Management
Ohio
$671K 29,904 +29,904 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$634K 28,247 -27,018 -49%
CFG
48
Cooper Financial Group
California
$587K 26,166 +49 +0.2%
APWA
49
Atlas Private Wealth Advisors
New Jersey
$569K 25,390 -1,070 -4%
Truist Financial
50
Truist Financial
North Carolina
$528K 23,510 +177 +0.8%
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