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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

138 hedge funds and large institutions have $353M invested in Invesco CEF Income Composite ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
42
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$8.49M
2
Wells Fargo
2
Wells Fargo
California
$19.1M
3
LPL Financial
3
LPL Financial
California
$23.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$14.4M
2
Citigroup
2
Citigroup
New York
$0
3
CAN
3
Cetera Advisor Networks
California
$495K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$8.55M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$1.53M 63,224 +1,041 +2%
RIA
27
Regal Investment Advisors
Michigan
$1.38M 57,212 +17,177 +43%
OA
28
Oxbow Advisors
Texas
$1.33M 54,825 -3,812 -7%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.33M 54,801 +34 +0.1%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.32M 54,413 -782 -1%
CFGS
31
Concourse Financial Group Securities
Alabama
$1.24M 51,178 +1,200 +2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.21M 49,940 -10,621 -18%
AF
33
Advisornet Financial
Minnesota
$1.15M 47,471 -3,870 -8%
FFWM
34
Future Financial Wealth Management
Ohio
$1.03M 42,700 +6,640 +18%
NA
35
NewEdge Advisors
Louisiana
$1.01M 41,658 +28,111 +208%
WP
36
WealthPLAN Partners
Nebraska
$964K 42,129 +1,668 +4%
OPS
37
Orion Portfolio Solutions
Nebraska
$947K 39,172 -3,433 -8%
PAG
38
Private Advisor Group
New Jersey
$944K 39,023 +13,032 +50%
KCM
39
Kennicott Capital Management
California
$925K 38,257 -4,014 -9%
GIA
40
Gladstone Institutional Advisory
Florida
$884K 36,558 +22,872 +167%
MA
41
Mutual Advisors
Nebraska
$859K 35,545 +419 +1%
OC
42
Oarsman Capital
Wisconsin
$813K 33,603 -3,698 -10%
HT
43
HAP Trading
New York
$809K 33,453 +33,453 New
APA
44
Astoria Portfolio Advisors
New York
$804K 33,263 +33,263 New
SI
45
Stephens Inc
Arkansas
$803K 33,220 -4,638 -12%
MSA
46
Marino Stram & Associates
Massachusetts
$744K 30,780 +30,780 New
EH
47
Equitable Holdings
New York
$687K 28,411 -563 -2%
SFS
48
Sowell Financial Services
Arkansas
$685K 28,334 +3,528 +14%
HWA
49
Heartwood Wealth Advisors
Virginia
$677K 28,000 – –
OIA
50
OneDigital Investment Advisors
Kansas
$655K 27,066 -12,285 -31%
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