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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $266M invested in Invesco CEF Income Composite ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$6.13M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$6.13M
3
Ameriprise
3
Ameriprise
Minnesota
$28.3M
4
AI
4
AXS Investments
New York
$1.54M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.2M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.62M
5
MC
5
Moors & Cabot
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.46M 80,827 +1,565 +2%
FWA
27
Freedom Wealth Alliance
Wisconsin
$1.22M 66,350 +13,731 +26%
TI
28
Tidal Investments
Wisconsin
$1.21M 66,926 -3,614 -5%
WP
29
WealthShield Partners
North Carolina
$1.19M 65,870 +1,760 +3%
GWM
30
Geneos Wealth Management
Colorado
$1.1M 61,112 +14,272 +30%
OA
31
Oxbow Advisors
Texas
$1.09M 60,176 +9,604 +19%
CAG
32
Csenge Advisory Group
Florida
$1.07M 58,924 -10,448 -15%
Stifel Financial
33
Stifel Financial
Missouri
$1.04M 57,501 -4,629 -7%
CFGS
34
Concourse Financial Group Securities
Alabama
$995K 55,028 +920 +2%
AWM
35
Apollon Wealth Management
South Carolina
$948K 52,436 -4,863 -8%
FFWM
36
Future Financial Wealth Management
Ohio
$830K 45,934 +6,000 +15%
CAN
37
Cetera Advisor Networks
California
$820K 45,379 -3,154 -6%
MSA
38
Marino Stram & Associates
Massachusetts
$784K 43,380 – –
GIA
39
Gladstone Institutional Advisory
Florida
$779K 43,064 -2,650 -6%
NA
40
NewEdge Advisors
Louisiana
$763K 42,211 +2,800 +7%
NFSG
41
Newbridge Financial Services Group
Florida
$751K 41,554 +2,501 +6%
AWM
42
AE Wealth Management
Kansas
$738K 40,842 +14,400 +54%
MSAM
43
Moloney Securities Asset Management
Missouri
$731K 40,451 -16,624 -29%
RJA
44
Raymond James & Associates
Florida
$675K 37,327 +500 +1%
PAG
45
Private Advisor Group
New Jersey
$622K 34,419 -983 -3%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$605K 33,469 +526 +2%
AAS
47
Avantax Advisory Services
Texas
$588K 32,527 -1,353 -4%
HWA
48
Heartwood Wealth Advisors
Virginia
$560K 31,000 – –
SFS
49
Sowell Financial Services
Arkansas
$526K 29,113 -1,433 -5%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$514K 28,405 +10,525 +59%
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