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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

138 hedge funds and large institutions have $353M invested in Invesco CEF Income Composite ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
42
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$8.49M
2
Wells Fargo
2
Wells Fargo
California
$19.1M
3
LPL Financial
3
LPL Financial
California
$23.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$14.4M
2
Citigroup
2
Citigroup
New York
$0
3
CAN
3
Cetera Advisor Networks
California
$495K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$8.55M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$644K 26,623 -11,183 -30%
NFG
52
Next Financial Group
Texas
$637K 26,347 +18,171 +222%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$609K 25,221 +18,852 +296%
MC
54
Moors & Cabot
Massachusetts
$595K 24,604 +24,604 New
APWA
55
Atlas Private Wealth Advisors
New Jersey
$580K 23,984 -2,220 -8%
RF
56
Resolute Financial
Massachusetts
$578K 23,906 +23,906 New
CW
57
CreativeOne Wealth
Kansas
$574K 23,752 +8,419 +55%
CFG
58
Cooper Financial Group
California
$559K 23,098 -59 -0.3%
BAM
59
BTS Asset Management
Massachusetts
$532K 21,976 +4,369 +25%
BAM
60
Belpointe Asset Management
Nevada
$511K 21,124 -1,204 -5%
TA
61
TFG Advisers
Michigan
$504K 20,828 +491 +2%
PPA
62
Parametric Portfolio Associates
Washington
$500K 20,665 +20,665 New
CAN
63
Cetera Advisor Networks
California
$495K 20,454 -85,380 -81%
Renaissance Technologies
64
Renaissance Technologies
New York
$491K 20,300 +20,300 New
AFP
65
Ausdal Financial Partners
Iowa
$456K 18,852 +1,517 +9%
PMG
66
ProVise Management Group
Florida
$452K 18,679 – –
Truist Financial
67
Truist Financial
North Carolina
$439K 18,156 -6,102 -25%
LNC
68
Lincoln National Corp
Pennsylvania
$437K 18,056 +18,056 New
TJHA
69
Thomas J. Herzfeld Advisors
Florida
$434K 17,934 +17,934 New
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$430K 17,800 – –
TFS
71
Thoroughbred Financial Services
Tennessee
$429K 17,779 +6,845 +63%
ASN
72
Advisory Services Network
Georgia
$426K 17,641 -323 -2%
GIM
73
Greenwich Investment Management
Connecticut
$410K 16,960 +16,960 New
Stifel Financial
74
Stifel Financial
Missouri
$399K 16,515 +1,303 +9%
AAS
75
Avantax Advisory Services
Texas
$378K 15,627 +1,493 +11%
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