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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $279M invested in Invesco CEF Income Composite ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
36
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$17.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.6M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.73M
4
LPL Financial
4
LPL Financial
California
$14.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.98M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$3.49M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$3.49M
3
AWS
3
Atria Wealth Solutions
New York
$532K
4
OA
4
Oxbow Advisors
Texas
$0
5
AI
5
AXS Investments
New York
$513K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$504K 29,496 -3,973 -12%
SFS
52
Sowell Financial Services
Arkansas
$483K 28,257 -856 -3%
SI
53
Stephens Inc
Arkansas
$482K 28,185 +2,402 +9%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$453K 26,485 +12,655 +92%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$452K 26,441 +316 +1%
Truist Financial
56
Truist Financial
North Carolina
$412K 24,066 -1,179 -5%
BAM
57
BTS Asset Management
Massachusetts
$398K 23,250 -3 -0%
EWM
58
Endowment Wealth Management
Wisconsin
$382K 22,350 -1,357 -6%
AWM
59
AE Wealth Management
Kansas
$379K 22,138 -18,704 -46%
AAS
60
Avantax Advisory Services
Texas
$369K 21,602 -10,925 -34%
CPIG
61
Chicago Partners Investment Group
Illinois
$343K 21,206 -6,488 -23%
PIA
62
Panoramic Investment Advisors
Colorado
$339K 19,803 +19,803 New
APWA
63
Atlas Private Wealth Advisors
New Jersey
$332K 19,410 -870 -4%
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$330K 19,300 – –
GSIAS
65
Garden State Investment Advisory Services
New Jersey
$315K 18,435 +332 +2%
PA
66
PFG Advisors
Arizona
$306K 17,905 -349 -2%
ACP
67
Aveo Capital Partners
Colorado
$277K 16,215 -2,055 -11%
TA
68
TFG Advisers
Michigan
$273K 15,974 -414 -3%
HVIA
69
Hudson Valley Investment Advisors
New York
$269K 15,704 – –
WA
70
Waverly Advisors
Alabama
$265K 15,524 -1,140 -7%
QWM
71
QP Wealth Management
New Jersey
$261K 15,288 +1,285 +9%
JWCA
72
J.W. Cole Advisors
Florida
$257K 15,013 -1,718 -10%
AHC
73
Adell Harriman & Carpenter
Texas
$256K 14,950 +300 +2%
OC
74
Oarsman Capital
Wisconsin
$226K 13,195 -5,347 -29%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$218K 12,741 -81 -0.6%
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