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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $279M invested in Invesco CEF Income Composite ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
36
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$17.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.6M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.73M
4
LPL Financial
4
LPL Financial
California
$14.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.98M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$3.49M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.49M
3
AWS
3
Atria Wealth Solutions
New York
$532K
4
OA
4
Oxbow Advisors
Texas
$0
5
AI
5
AXS Investments
New York
$513K
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.41M 82,446 +1,619 +2%
FWA
27
Freedom Wealth Alliance
Wisconsin
$1.18M 68,922 +2,572 +4%
WP
28
WealthShield Partners
North Carolina
$1.14M 66,686 +816 +1%
GWM
29
Geneos Wealth Management
Colorado
$1.07M 62,369 +1,257 +2%
PFA
30
Pathway Financial Advisers
Indiana
$1.05M 61,128 +61,128 New
CAN
31
Cetera Advisor Networks
California
$960K 56,113 +10,734 +24%
CFGS
32
Concourse Financial Group Securities
Alabama
$925K 54,108 -920 -2%
NA
33
NewEdge Advisors
Louisiana
$908K 53,081 +10,870 +26%
BPA
34
Beacon Pointe Advisors
California
$908K 53,072 +53,072 New
AWM
35
Apollon Wealth Management
South Carolina
$906K 52,976 +540 +1%
Stifel Financial
36
Stifel Financial
Missouri
$832K 48,633 -8,868 -15%
FFWM
37
Future Financial Wealth Management
Ohio
$786K 45,959 +25 +0.1%
MSA
38
Marino Stram & Associates
Massachusetts
$742K 43,380 – –
GIA
39
Gladstone Institutional Advisory
Florida
$733K 42,847 -217 -0.5%
PPW
40
Pasadena Private Wealth
California
$721K 42,181 +42,181 New
RJA
41
Raymond James & Associates
Florida
$670K 39,206 +1,879 +5%
NFSG
42
Newbridge Financial Services Group
Florida
$664K 38,837 -2,717 -7%
CAG
43
Csenge Advisory Group
Florida
$599K 35,034 -23,890 -41%
TI
44
Tidal Investments
Wisconsin
$594K 34,753 -32,173 -48%
PAG
45
Private Advisor Group
New Jersey
$585K 34,222 -197 -0.6%
HWA
46
Heartwood Wealth Advisors
Virginia
$566K 33,100 +2,100 +7%
Comerica Bank
47
Comerica Bank
Texas
$564K 33,003 +33,003 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$536K 31,373 +2,968 +10%
AWS
49
Atria Wealth Solutions
New York
$532K 31,088 -69,637 -69%
AI
50
AXS Investments
New York
$513K 30,000 -55,000 -65%
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