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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

115 hedge funds and large institutions have $249M invested in Invesco CEF Income Composite ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
53
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28.3M
2
Ameriprise
2
Ameriprise
Minnesota
$26.4M
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
MSAM
4
Moloney Securities Asset Management
Missouri
$1.04M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.25M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
LPL Financial
5
LPL Financial
California
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
26
Csenge Advisory Group
Florida
$1.26M 69,372 -13,698 -16%
WP
27
WealthShield Partners
North Carolina
$1.17M 64,110 +1,567 +3%
Stifel Financial
28
Stifel Financial
Missouri
$1.13M 62,130 +38,662 +165%
PFA
29
Pathway Financial Advisers
Indiana
$1.11M 60,746 +728 +1%
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.08M 59,060 -15,995 -21%
AWM
31
Apollon Wealth Management
South Carolina
$1.04M 57,299 +2,927 +5%
MSAM
32
Moloney Securities Asset Management
Missouri
$1.04M 57,075 +57,075 New
CFGS
33
Concourse Financial Group Securities
Alabama
$986K 54,108 – –
FWA
34
Freedom Wealth Alliance
Wisconsin
$959K 52,619 +15,966 +44%
OA
35
Oxbow Advisors
Texas
$921K 50,572 +1,427 +3%
CAN
36
Cetera Advisor Networks
California
$884K 48,533 +6,261 +15%
GWM
37
Geneos Wealth Management
Colorado
$853K 46,840 -12,519 -21%
GIA
38
Gladstone Institutional Advisory
Florida
$833K 45,714 -877 -2%
MSA
39
Marino Stram & Associates
Massachusetts
$790K 43,380 – –
FFWM
40
Future Financial Wealth Management
Ohio
$726K 39,934 +803 +2%
NFSG
41
Newbridge Financial Services Group
Florida
$712K 39,053 +34,504 +758%
NA
42
NewEdge Advisors
Louisiana
$699K 39,411 +2,104 +6%
RJA
43
Raymond James & Associates
Florida
$671K 36,827 -974 -3%
PAG
44
Private Advisor Group
New Jersey
$645K 35,402 -751 -2%
AAS
45
Avantax Advisory Services
Texas
$617K 33,880 +2,168 +7%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$600K 32,943 -6 -0%
HWA
47
Heartwood Wealth Advisors
Virginia
$565K 31,000 – –
SFS
48
Sowell Financial Services
Arkansas
$557K 30,546 +1,575 +5%
CPIG
49
Chicago Partners Investment Group
Illinois
$513K 28,537 +160 +0.6%
Truist Financial
50
Truist Financial
North Carolina
$495K 27,187 +629 +2%
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