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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $348M invested in Invesco CEF Income Composite ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
37
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.6M
2
Truist Financial
2
Truist Financial
North Carolina
$7.25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.8M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.79M

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.32M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$1.29M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.29M
5
GFG
5
Goldstone Financial Group
Illinois
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$1.29M 70,986 -133,009 -65%
BCI
27
Brinker Capital Investments
Pennsylvania
$1.29M 70,986 -133,009 -65%
IF
28
Intrua Financial
Texas
$1.26M 70,368 +70,368 New
SC
29
Sykon Capital
New York
$1.2M 66,755 +66,755 New
WP
30
WealthShield Partners
North Carolina
$1.11M 61,928 -4,758 -7%
PFA
31
Pathway Financial Advisers
Indiana
$1.08M 60,317 -811 -1%
Stifel Financial
32
Stifel Financial
Missouri
$983K 54,742 +6,109 +13%
RCM
33
Rivernorth Capital Management
Florida
$960K 53,463 +53,463 New
CFGS
34
Concourse Financial Group Securities
Alabama
$934K 51,983 -2,125 -4%
AWM
35
Apollon Wealth Management
South Carolina
$883K 49,148 -3,828 -7%
NA
36
NewEdge Advisors
Louisiana
$876K 48,529 -4,552 -9%
PPW
37
Pasadena Private Wealth
California
$805K 44,808 +2,627 +6%
GWM
38
Geneos Wealth Management
Colorado
$799K 44,505 -17,864 -29%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$790K 44,002 +12,629 +40%
MSA
40
Marino Stram & Associates
Massachusetts
$779K 43,380 – –
FFWM
41
Future Financial Wealth Management
Ohio
$774K 43,078 -2,881 -6%
NFSG
42
Newbridge Financial Services Group
Florida
$678K 37,778 -1,059 -3%
SI
43
Stephens Inc
Arkansas
$663K 36,932 +8,747 +31%
GFG
44
Goldstone Financial Group
Illinois
$659K 36,670 -94,702 -72%
GIA
45
Gladstone Institutional Advisory
Florida
$642K 35,729 -7,118 -17%
HWA
46
Heartwood Wealth Advisors
Virginia
$611K 34,000 +900 +3%
Comerica Bank
47
Comerica Bank
Texas
$602K 33,518 +515 +2%
PAG
48
Private Advisor Group
New Jersey
$592K 32,986 -1,236 -4%
BPA
49
Beacon Pointe Advisors
California
$571K 31,766 -21,306 -40%
CPIG
50
Chicago Partners Investment Group
Illinois
$528K 29,096 +7,890 +37%
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