PCEF icon

Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

131 hedge funds and large institutions have $375M invested in Invesco CEF Income Composite ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
43
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$18.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$12M
3
Wells Fargo
3
Wells Fargo
California
$42.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$39.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$31.8M
2
UBS Group
2
UBS Group
Switzerland
$6.38M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BBL
5
Beck Bode LLC
Massachusetts
$997K
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$1.63M 85,320 -10,490 -11%
AHC
27
Adell Harriman & Carpenter
Texas
$1.56M 81,600 +40,700 +100%
Creative Planning
28
Creative Planning
Kansas
$1.47M 76,913 -22,693 -23%
GFG
29
Goldstone Financial Group
Illinois
$1.27M 66,122 +5,092 +8%
IF
30
Intrua Financial
Texas
$1.16M 60,550 -3,866 -6%
FFWM
31
Future Financial Wealth Management
Ohio
$1.13M 59,222 -11,784 -17%
WP
32
WealthShield Partners
North Carolina
$1.12M 58,468 -4,923 -8%
BCI
33
Brinker Capital Investments
Pennsylvania
$1.07M 56,060 -176 -0.3%
OPS
34
Orion Portfolio Solutions
Nebraska
$1.07M 56,060 -176 -0.3%
BBL
35
Beck Bode LLC
Massachusetts
$997K 52,024 -25,359 -33%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$970K 49,197 -359 -0.7%
Stifel Financial
37
Stifel Financial
Missouri
$942K 49,141 +305 +0.6%
PIA
38
Panoramic Investment Advisors
Colorado
$886K 46,254 +12,309 +36%
CFGS
39
Concourse Financial Group Securities
Alabama
$855K 43,153 -9,530 -18%
AWS
40
Atria Wealth Solutions
New York
$852K 44,446 +79 +0.2%
AWM
41
Apollon Wealth Management
South Carolina
$836K 43,633 +6,145 +16%
MSA
42
Marino Stram & Associates
Massachusetts
$831K 43,380 – –
OC
43
Oppenheimer & Co
New York
$831K 43,374 +3,490 +9%
GWM
44
Geneos Wealth Management
Colorado
$824K 43,026 +2,187 +5%
AAS
45
Avantax Advisory Services
Texas
$773K 40,343 +18,578 +85%
NA
46
NewEdge Advisors
Louisiana
$702K 36,638 -1,800 -5%
HWA
47
Heartwood Wealth Advisors
Virginia
$671K 35,000 – –
KAS
48
Kestra Advisory Services
Texas
$661K 34,489 +6,909 +25%
CPIG
49
Chicago Partners Investment Group
Illinois
$562K 29,046 +3,356 +13%
SFS
50
Sowell Financial Services
Arkansas
$555K 28,981 +1,835 +7%
1
2
3 4 5