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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

126 hedge funds and large institutions have $305M invested in Invesco CEF Income Composite ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
-12
Holders Change %
-8.7%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
40
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19.1M
2
WP
2
WealthShield Partners
North Carolina
$5.34M
3
H6H
3
Hightower 6M Holding
Kansas
$5.34M
4
BAM
4
Belpointe Asset Management
Nevada
$3.32M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.9M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.4M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.64M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$6.71M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$536K 24,253 -2,813 -10%
RJA
52
Raymond James & Associates
Florida
$520K 23,570 -3,053 -11%
BAM
53
BTS Asset Management
Massachusetts
$493K 22,323 +347 +2%
TA
54
TFG Advisers
Michigan
$472K 21,387 +559 +3%
RF
55
Resolute Financial
Massachusetts
$470K 21,306 -2,600 -11%
CFG
56
Cooper Financial Group
California
$438K 19,851 -3,247 -14%
CAN
57
Cetera Advisor Networks
California
$435K 19,721 -733 -4%
CW
58
CreativeOne Wealth
Kansas
$429K 19,450 -4,302 -18%
MC
59
Moors & Cabot
Massachusetts
$415K 18,797 -5,807 -24%
ASN
60
Advisory Services Network
Georgia
$406K 18,384 +743 +4%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$404K 18,285 +18,285 New
Truist Financial
62
Truist Financial
North Carolina
$401K 18,156 – –
PWPS
63
Pinnacle Wealth Planning Services
Ohio
$393K 17,800 – –
EWM
64
Endowment Wealth Management
Wisconsin
$383K 17,347 +1,746 +11%
LNC
65
Lincoln National Corp
Pennsylvania
$373K 16,901 -1,155 -6%
HighTower Advisors
66
HighTower Advisors
Illinois
$365K 16,570 +16,570 New
AAS
67
Avantax Advisory Services
Texas
$363K 16,396 +769 +5%
AFP
68
Ausdal Financial Partners
Iowa
$359K 16,246 -2,606 -14%
Stifel Financial
69
Stifel Financial
Missouri
$359K 16,285 -230 -1%
Renaissance Technologies
70
Renaissance Technologies
New York
$351K 15,900 -4,400 -22%
APWA
71
Atlas Private Wealth Advisors
New Jersey
$349K 15,799 -8,185 -34%
AWM
72
AE Wealth Management
Kansas
$306K 13,881 +1,663 +14%
PMG
73
ProVise Management Group
Florida
$302K 13,679 -5,000 -27%
IA
74
IFG Advisory
Georgia
$298K 13,523 +13,523 New
HCP
75
Hexagon Capital Partners
Arkansas
$271K 12,299 – –
1 2
3
4 5