PCEF icon

Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

115 hedge funds and large institutions have $331M invested in Invesco CEF Income Composite ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.4M
3
DBIA
3
Dumont & Blake Investment Advisors
New Jersey
$5.17M
4
Bank of America
4
Bank of America
North Carolina
$18.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.14M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$2.37M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$32.4M
3
UBS Group
3
UBS Group
Switzerland
$7.88M
4
SC
4
Sykon Capital
New York
$0
5
AI
5
AXS Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFWM
26
Future Financial Wealth Management
Ohio
$1.19M 62,971 +9,775 +18%
GFG
27
Goldstone Financial Group
Illinois
$1.16M 61,727 +23,903 +63%
WP
28
WealthShield Partners
North Carolina
$1.16M 61,590 -23 -0%
BCI
29
Brinker Capital Investments
Pennsylvania
$1.13M 60,006 -8,488 -12%
OPS
30
Orion Portfolio Solutions
Nebraska
$1.13M 60,006 -8,488 -12%
PFA
31
Pathway Financial Advisers
Indiana
$1.1M 58,639 -913 -2%
SI
32
Stephens Inc
Arkansas
$1.02M 54,153 +6,793 +14%
CFGS
33
Concourse Financial Group Securities
Alabama
$1.01M 53,683 -110 -0.2%
RCM
34
Rivernorth Capital Management
Florida
$1.01M 53,463 – –
Stifel Financial
35
Stifel Financial
Missouri
$916K 48,650 +782 +2%
AWM
36
Apollon Wealth Management
South Carolina
$899K 47,793 -1,240 -3%
MSA
37
Marino Stram & Associates
Massachusetts
$816K 43,380 – –
NA
38
NewEdge Advisors
Louisiana
$801K 42,588 +4,200 +11%
GWM
39
Geneos Wealth Management
Colorado
$730K 38,805 -4,027 -9%
HWA
40
Heartwood Wealth Advisors
Virginia
$644K 34,200 +200 +0.6%
AHC
41
Adell Harriman & Carpenter
Texas
$619K 32,900 +2,500 +8%
BPA
42
Beacon Pointe Advisors
California
$581K 30,873 -731 -2%
KAS
43
Kestra Advisory Services
Texas
$570K 30,299 +312 +1%
OC
44
Oppenheimer & Co
New York
$566K 30,065 +12,553 +72%
AAS
45
Avantax Advisory Services
Texas
$557K 29,607 +551 +2%
PPW
46
Pasadena Private Wealth
California
$545K 28,957 -16,593 -36%
PAG
47
Private Advisor Group
New Jersey
$534K 28,361 -1,021 -3%
SFS
48
Sowell Financial Services
Arkansas
$510K 27,083 -205 -0.8%
GIA
49
Gladstone Institutional Advisory
Florida
$489K 25,958 -3,027 -10%
CPIG
50
Chicago Partners Investment Group
Illinois
$478K 25,280 -4,068 -14%
1
2
3 4 5