PCEF icon

Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

121 hedge funds and large institutions have $341M invested in Invesco CEF Income Composite ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
49
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.3M
2
Creative Planning
2
Creative Planning
Kansas
$5.32M
3
JWCA
3
J.W. Cole Advisors
Florida
$7.29M
4
ACM
4
Ascendant Capital Management
California
$2.94M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$31.9M
4
SFBLI
4
Southern Farm Bureau Life Insurance
Mississippi
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.13M 86,870 -3,837 -4%
LI
27
LVZ Inc
Michigan
$1.61M 65,693 +375 +0.6%
GWM
28
Geneos Wealth Management
Colorado
$1.5M 61,022 +1,891 +3%
OA
29
Oxbow Advisors
Texas
$1.49M 60,672 – –
AF
30
Advisornet Financial
Minnesota
$1.38M 56,327 +3,542 +7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.35M 54,977 +1,792 +3%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.29M 52,802 +1,424 +3%
CFGS
33
Concourse Financial Group Securities
Alabama
$1.18M 48,278 +1,145 +2%
WP
34
WealthPLAN Partners
Nebraska
$1.11M 45,036 -1,062 -2%
OC
35
Oarsman Capital
Wisconsin
$1.11M 45,249 -13,836 -23%
KCM
36
Kennicott Capital Management
California
$1.06M 43,266 +6,196 +17%
OPS
37
Orion Portfolio Solutions
Nebraska
$1.05M 42,670 -731 -2%
OIA
38
OneDigital Investment Advisors
Kansas
$956K 39,012 +291 +0.8%
RIA
39
Regal Investment Advisors
Michigan
$939K 38,336 +38,336 New
RJA
40
Raymond James & Associates
Florida
$913K 37,273 +4,717 +14%
FFWM
41
Future Financial Wealth Management
Ohio
$883K 36,060 +852 +2%
MA
42
Mutual Advisors
Nebraska
$850K 34,708 -464 -1%
BAM
43
Belpointe Asset Management
Nevada
$812K 33,121 +11,996 +57%
HWA
44
Heartwood Wealth Advisors
Virginia
$786K 32,090 – –
EH
45
Equitable Holdings
New York
$721K 29,437 -2,429 -8%
SI
46
Stephens Inc
Arkansas
$647K 26,428 +2,325 +10%
APWA
47
Atlas Private Wealth Advisors
New Jersey
$643K 26,244 +105 +0.4%
PAG
48
Private Advisor Group
New Jersey
$631K 25,754 -12,828 -33%
Truist Financial
49
Truist Financial
North Carolina
$608K 24,822 +318 +1%
BAM
50
BTS Asset Management
Massachusetts
$581K 23,712 +23,712 New
1
2
3 4 5