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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $266M invested in Invesco CEF Income Composite ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
42
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$6.13M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$6.13M
3
Ameriprise
3
Ameriprise
Minnesota
$28.3M
4
AI
4
AXS Investments
New York
$1.54M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$29.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.2M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.62M
5
MC
5
Moors & Cabot
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$505K 27,694 -843 -3%
CSPIA
52
Cary Street Partners Investment Advisory
Virginia
$472K 26,125 +700 +3%
SI
53
Stephens Inc
Arkansas
$466K 25,783 +412 +2%
Truist Financial
54
Truist Financial
North Carolina
$456K 25,245 -1,942 -7%
EWM
55
Endowment Wealth Management
Wisconsin
$429K 23,707 +961 +4%
LWM
56
Laidlaw Wealth Management
New York
$425K 23,530 +23,530 New
BAM
57
BTS Asset Management
Massachusetts
$420K 23,253 +1,076 +5%
APWA
58
Atlas Private Wealth Advisors
New Jersey
$367K 20,280 +9,280 +84%
Jane Street
59
Jane Street
New York
$363K 20,081 +20,081 New
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$349K 19,300 – –
OC
61
Oarsman Capital
Wisconsin
$335K 18,542 -672 -3%
ACP
62
Aveo Capital Partners
Colorado
$330K 18,270 -385 -2%
PA
63
PFG Advisors
Arizona
$330K 18,254 +725 +4%
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$327K 18,103 +360 +2%
Citadel Advisors
65
Citadel Advisors
Florida
$309K 17,114 +17,114 New
CIAS
66
Capital Investment Advisory Services
North Carolina
$309K 17,101 +91 +0.5%
JWCA
67
J.W. Cole Advisors
Florida
$303K 16,731 +243 +1%
WA
68
Waverly Advisors
Alabama
$301K 16,664 +16,664 New
TA
69
TFG Advisers
Michigan
$296K 16,388 -215 -1%
HVIA
70
Hudson Valley Investment Advisors
New York
$284K 15,704 – –
AHC
71
Adell Harriman & Carpenter
Texas
$266K 14,650 +14,650 New
HIP
72
HUB Investment Partners
Texas
$256K 14,133 +147 +1%
QWM
73
QP Wealth Management
New Jersey
$253K 14,003 +440 +3%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$250K 13,830 +3,111 +29%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$230K 12,822 +110 +0.9%
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