PCEF icon

Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $290M invested in Invesco CEF Income Composite ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
43
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$25.1M
2
Bank of America
2
Bank of America
North Carolina
$23.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$40M
4
Ameriprise
4
Ameriprise
Minnesota
$31.6M
5
JWCA
5
J.W. Cole Advisors
Florida
$2.47M

Top Sellers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$942K
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$20.3M
4
CAN
4
Cetera Advisor Networks
California
$2.14M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
51
ProVise Management Group
Florida
$508K 21,825 – –
BAM
52
Belpointe Asset Management
Nevada
$492K 21,125 -10,111 -32%
TA
53
TFG Advisers
Michigan
$491K 21,125 +417 +2%
SFS
54
Sowell Financial Services
Arkansas
$438K 18,279 +2,485 +16%
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$414K 17,800 +7,500 +73%
HI
56
Harbour Investments
Wisconsin
$391K 16,822 +16,822 New
1IA
57
1834 Investment Advisors
Wisconsin
$350K 15,054 – –
NA
58
NewEdge Advisors
Louisiana
$339K 14,591 -3,843 -21%
ASN
59
Advisory Services Network
Georgia
$326K 13,993 +1,271 +10%
MAFM
60
Mid Atlantic Financial Management
Pennsylvania
$314K 13,491 +13,491 New
KA
61
Kovack Advisors
Florida
$298K 12,830 +12,830 New
VA
62
Valmark Advisers
Ohio
$296K 12,711 -2,860 -18%
WS
63
Wedbush Securities
California
$295K 12,670 +530 +4%
CIAS
64
Capital Investment Advisory Services
North Carolina
$291K 12,531 – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$288K 12,345 -870 -7%
RG
66
Retirement Group
California
$283K 12,168 +540 +5%
MFS
67
Madrona Financial Services
Washington
$279K 12,011 -1,200 -9%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$269K 11,575 – –
AWM
69
AE Wealth Management
Kansas
$267K 11,465 -867 -7%
AAS
70
Avantax Advisory Services
Texas
$265K 11,359 +9 +0.1%
CIA
71
Capital Investment Advisors
Georgia
$261K 11,230 -1,800 -14%
IAN
72
Integrated Advisors Network
Texas
$249K 10,709 – –
AHC
73
Adell Harriman & Carpenter
Texas
$242K 10,400 -1,500 -13%
BFA
74
Beacon Financial Advisory
Ohio
$222K 9,526 -135 -1%
KAS
75
Kestra Advisory Services
Texas
$221K 9,505 -26,182 -73%
1 2
3
4 5