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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $338M invested in Invesco CEF Income Composite ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$39.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.33M
3
SC
3
Sykon Capital
New York
$3.13M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.89M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38M
2
UBS Group
2
UBS Group
Switzerland
$11.1M
3
Creative Planning
3
Creative Planning
Kansas
$2.09M
4
BBL
4
Beck Bode LLC
Massachusetts
$2.51M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.48M 78,290 -1,683 -2%
AI
27
AXS Investments
New York
$1.41M 75,000 -1,679 -2%
IF
28
Intrua Financial
Texas
$1.4M 74,217 +3,849 +5%
OPS
29
Orion Portfolio Solutions
Nebraska
$1.29M 68,494 -2,492 -4%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.29M 68,494 -2,492 -4%
WP
31
WealthShield Partners
North Carolina
$1.16M 61,613 -315 -0.5%
PFA
32
Pathway Financial Advisers
Indiana
$1.12M 59,552 -765 -1%
CFGS
33
Concourse Financial Group Securities
Alabama
$1.01M 53,793 +1,810 +3%
RCM
34
Rivernorth Capital Management
Florida
$1.01M 53,463 – –
FFWM
35
Future Financial Wealth Management
Ohio
$1M 53,196 +10,118 +23%
AWM
36
Apollon Wealth Management
South Carolina
$924K 49,033 -115 -0.2%
Stifel Financial
37
Stifel Financial
Missouri
$902K 47,868 -6,874 -13%
SI
38
Stephens Inc
Arkansas
$893K 47,360 +10,428 +28%
PPW
39
Pasadena Private Wealth
California
$859K 45,550 +742 +2%
MSA
40
Marino Stram & Associates
Massachusetts
$818K 43,380 – –
GWM
41
Geneos Wealth Management
Colorado
$807K 42,832 -1,673 -4%
NA
42
NewEdge Advisors
Louisiana
$724K 38,388 -10,141 -21%
GFG
43
Goldstone Financial Group
Illinois
$713K 37,824 +1,154 +3%
HWA
44
Heartwood Wealth Advisors
Virginia
$641K 34,000 – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$613K 32,495 +31,904 +5,398%
BPA
46
Beacon Pointe Advisors
California
$596K 31,604 -162 -0.5%
Comerica Bank
47
Comerica Bank
Texas
$581K 30,807 -2,711 -8%
AHC
48
Adell Harriman & Carpenter
Texas
$573K 30,400 +7,800 +35%
KAS
49
Kestra Advisory Services
Texas
$565K 29,987 +17,860 +147%
PAG
50
Private Advisor Group
New Jersey
$554K 29,382 -3,604 -11%
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