PCEF icon

Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

121 hedge funds and large institutions have $341M invested in Invesco CEF Income Composite ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
49
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.3M
2
Creative Planning
2
Creative Planning
Kansas
$5.32M
3
JWCA
3
J.W. Cole Advisors
Florida
$7.29M
4
ACM
4
Ascendant Capital Management
California
$2.94M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$31.9M
4
SFBLI
4
Southern Farm Bureau Life Insurance
Mississippi
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
51
Cooper Financial Group
California
$566K 23,090 +21 +0.1%
PMG
52
ProVise Management Group
Florida
$520K 21,220 -605 -3%
TA
53
TFG Advisers
Michigan
$492K 20,094 -1,031 -5%
MAFM
54
Mid Atlantic Financial Management
Pennsylvania
$452K 18,440 +4,949 +37%
PWPS
55
Pinnacle Wealth Planning Services
Ohio
$436K 17,800 – –
HI
56
Harbour Investments
Wisconsin
$413K 16,851 +29 +0.2%
ASN
57
Advisory Services Network
Georgia
$410K 16,756 +2,763 +20%
SFS
58
Sowell Financial Services
Arkansas
$402K 16,396 -1,883 -10%
AAS
59
Avantax Advisory Services
Texas
$348K 14,125 +2,766 +24%
NA
60
NewEdge Advisors
Louisiana
$325K 13,284 -1,307 -9%
KAS
61
Kestra Advisory Services
Texas
$315K 12,846 +3,341 +35%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
– – – –
CIAS
63
Capital Investment Advisory Services
North Carolina
$307K 12,531 – –
Stifel Financial
64
Stifel Financial
Missouri
$306K 12,495 +12,495 New
RG
65
Retirement Group
California
$301K 12,270 +102 +0.8%
WS
66
Wedbush Securities
California
$300K 12,260 -410 -3%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$299K 12,172 -173 -1%
TCM
68
Tuttle Capital Management
Connecticut
$295K 12,026 +12,026 New
MFS
69
Madrona Financial Services
Washington
$294K 12,011 – –
CIA
70
Capital Investment Advisors
Georgia
$285K 11,644 +414 +4%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$284K 11,575 – –
WSCM
72
Wellington Shields Capital Management
New York
$269K 11,000 +11,000 New
IAN
73
Integrated Advisors Network
Texas
$262K 10,709 – –
CCM
74
Crabel Capital Management
California
$260K 10,622 +10,622 New
AHC
75
Adell Harriman & Carpenter
Texas
$255K 10,400 – –
1 2
3
4 5