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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

126 hedge funds and large institutions have $263M invested in Invesco CEF Income Composite ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
2.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
41
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.13M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.3M
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.67M
5
UBS Group
5
UBS Group
Switzerland
$14.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$24.8M
2
WP
2
WealthShield Partners
North Carolina
$1.13M
3
BAM
3
Belpointe Asset Management
Nevada
$814K
4
Bank of America
4
Bank of America
North Carolina
$15.3M
5
PPW
5
Pasadena Private Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.38M 76,256 +1,359 +2%
JFGIW
27
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36M 75,055 +19,021 +34%
WP
28
WealthShield Partners
North Carolina
$1.13M 62,543 -118,461 -65%
PFA
29
Pathway Financial Advisers
Indiana
$1.09M 60,018 +60,018 New
AWS
30
Atria Wealth Solutions
New York
$1.08M 59,576 -4,956 -8%
GWM
31
Geneos Wealth Management
Colorado
$1.08M 59,359 -21,418 -27%
OPS
32
Orion Portfolio Solutions
Nebraska
$1.02M 56,179 +21,171 +60%
AWM
33
Apollon Wealth Management
South Carolina
$985K 54,372 +54,372 New
CFGS
34
Concourse Financial Group Securities
Alabama
$980K 54,108 +2,300 +4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$964K 53,188 -5,542 -9%
OA
36
Oxbow Advisors
Texas
$891K 49,145 -6,700 -12%
GIA
37
Gladstone Institutional Advisory
Florida
$844K 46,591 -2,316 -5%
BAM
38
Belpointe Asset Management
Nevada
$814K 44,932 -79,761 -64%
MSA
39
Marino Stram & Associates
Massachusetts
$786K 43,380 – –
CAN
40
Cetera Advisor Networks
California
$766K 42,272 +2,962 +8%
FFWM
41
Future Financial Wealth Management
Ohio
$709K 39,131 -5,683 -13%
RIA
42
Regal Investment Advisors
Michigan
$692K 38,167 -798 -2%
RJA
43
Raymond James & Associates
Florida
$685K 37,801 +6,933 +22%
FWA
44
Freedom Wealth Alliance
Wisconsin
$664K 36,653 +36,653 New
NA
45
NewEdge Advisors
Louisiana
$618K 37,307 -5,636 -13%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$597K 32,949 -17,896 -35%
AAS
47
Avantax Advisory Services
Texas
$575K 31,712 +18,731 +144%
HWA
48
Heartwood Wealth Advisors
Virginia
$562K 31,000 +2,500 +9%
CPIG
49
Chicago Partners Investment Group
Illinois
$558K 28,377 +28,377 New
SFS
50
Sowell Financial Services
Arkansas
$525K 28,971 -21 -0.1%
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