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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

126 hedge funds and large institutions have $346M invested in Invesco CEF Income Composite ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
52
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$10.1M
2
Citigroup
2
Citigroup
New York
$5.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.6M
5
LPL Financial
5
LPL Financial
California
$21.2M

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
Bank of America
2
Bank of America
North Carolina
$19.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.45M
4
ACM
4
Ascendant Capital Management
California
$1.34M
5
Ameriprise
5
Ameriprise
Minnesota
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56M 65,091 -21,779 -25%
GWM
27
Geneos Wealth Management
Colorado
$1.49M 62,183 +1,161 +2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.45M 60,561 -66,592 -52%
OA
29
Oxbow Advisors
Texas
$1.4M 58,637 -2,035 -3%
ACM
30
Ascendant Capital Management
California
$1.34M 56,000 -64,000 -53%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.32M 55,195 +2,393 +5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.31M 54,767 -210 -0.4%
AF
33
Advisornet Financial
Minnesota
$1.23M 51,341 -4,986 -9%
CFGS
34
Concourse Financial Group Securities
Alabama
$1.2M 49,978 +1,700 +4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.05M 43,936 +43,936 New
OPS
36
Orion Portfolio Solutions
Nebraska
$1.02M 42,605 -65 -0.2%
KCM
37
Kennicott Capital Management
California
$1.01M 42,271 -995 -2%
WP
38
WealthPLAN Partners
Nebraska
$965K 40,461 -4,575 -10%
RIA
39
Regal Investment Advisors
Michigan
$959K 40,035 +1,699 +4%
OIA
40
OneDigital Investment Advisors
Kansas
$942K 39,351 +339 +0.9%
SI
41
Stephens Inc
Arkansas
$907K 37,858 +11,430 +43%
RJA
42
Raymond James & Associates
Florida
$905K 37,806 +533 +1%
OC
43
Oarsman Capital
Wisconsin
$893K 37,301 -7,948 -18%
FFWM
44
Future Financial Wealth Management
Ohio
$883K 36,060 – –
MA
45
Mutual Advisors
Nebraska
$841K 35,126 +418 +1%
KAS
46
Kestra Advisory Services
Texas
$834K 34,820 +21,974 +171%
MAFM
47
Mid Atlantic Financial Management
Pennsylvania
$773K 32,290 +13,850 +75%
EH
48
Equitable Holdings
New York
$694K 28,974 -463 -2%
HWA
49
Heartwood Wealth Advisors
Virginia
$671K 28,000 -4,090 -13%
APWA
50
Atlas Private Wealth Advisors
New Jersey
$628K 26,204 -40 -0.2%
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