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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $290M invested in Invesco CEF Income Composite ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
43
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$25.1M
2
Bank of America
2
Bank of America
North Carolina
$23.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$40M
4
Ameriprise
4
Ameriprise
Minnesota
$31.6M
5
JWCA
5
J.W. Cole Advisors
Florida
$2.47M

Top Sellers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$942K
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$20.3M
4
CAN
4
Cetera Advisor Networks
California
$2.14M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$1.41M 59,131 +682 +1%
OA
27
Oxbow Advisors
Texas
$1.41M 60,672 – –
OC
28
Oarsman Capital
Wisconsin
$1.37M 59,085 -20,705 -26%
ACM
29
Ascendant Capital Management
California
$1.25M 53,754 +38,754 +258%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.24M 53,185 +506 +1%
AF
31
Advisornet Financial
Minnesota
$1.23M 52,785 +3,861 +8%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.2M 51,378 -47,885 -48%
WP
33
WealthPLAN Partners
Nebraska
$1.1M 46,098 +154 +0.3%
CFGS
34
Concourse Financial Group Securities
Alabama
$1.1M 47,133 +2,675 +6%
OPS
35
Orion Portfolio Solutions
Nebraska
$1.01M 43,401 -7,541 -15%
SFBLI
36
Southern Farm Bureau Life Insurance
Mississippi
$942K 40,508 -502,017 -93%
OIA
37
OneDigital Investment Advisors
Kansas
$901K 38,721 +1,660 +4%
PAG
38
Private Advisor Group
New Jersey
$897K 38,582 -32,980 -46%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$862K 37,069 +8,822 +31%
KCM
40
Kennicott Capital Management
California
$862K 37,070 +37,070 New
FFWM
41
Future Financial Wealth Management
Ohio
$819K 35,208 +5,304 +18%
MA
42
Mutual Advisors
Nebraska
$818K 35,172 -806 -2%
Citadel Advisors
43
Citadel Advisors
Florida
$778K 33,465 +22,832 +215%
RJA
44
Raymond James & Associates
Florida
$757K 32,556 +37 +0.1%
HWA
45
Heartwood Wealth Advisors
Virginia
$746K 32,090 -4,410 -12%
EH
46
Equitable Holdings
New York
$741K 31,866 -2,240 -7%
APWA
47
Atlas Private Wealth Advisors
New Jersey
$608K 26,139 +749 +3%
Truist Financial
48
Truist Financial
North Carolina
$570K 24,504 +994 +4%
SI
49
Stephens Inc
Arkansas
$561K 24,103 +13,655 +131%
CFG
50
Cooper Financial Group
California
$537K 23,069 -3,097 -12%
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