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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $348M invested in Invesco CEF Income Composite ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
37
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.6M
2
Truist Financial
2
Truist Financial
North Carolina
$7.25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.8M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.79M

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.32M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$1.29M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.29M
5
GFG
5
Goldstone Financial Group
Illinois
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
51
Sowell Financial Services
Arkansas
$488K 27,194 -1,063 -4%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$480K 26,706 -2,790 -9%
AAS
53
Avantax Advisory Services
Texas
$479K 26,676 +5,074 +23%
CAG
54
Csenge Advisory Group
Florida
$475K 26,431 -8,603 -25%
AWS
55
Atria Wealth Solutions
New York
$469K 26,107 -4,981 -16%
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$453K 25,216 -1,225 -5%
AHC
57
Adell Harriman & Carpenter
Texas
$406K 22,600 +7,650 +51%
BAM
58
BTS Asset Management
Massachusetts
$391K 21,743 -1,507 -6%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$383K 21,333 +19,656 +1,172%
RJA
60
Raymond James & Associates
Florida
$378K 21,039 -18,167 -46%
PIA
61
Panoramic Investment Advisors
Colorado
$367K 20,443 +640 +3%
APWA
62
Atlas Private Wealth Advisors
New Jersey
$346K 19,260 -150 -0.8%
GSIAS
63
Garden State Investment Advisory Services
New Jersey
$337K 18,738 +303 +2%
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$314K 17,500 -1,800 -9%
OC
65
Oppenheimer & Co
New York
$310K 17,261 +17,261 New
ACP
66
Aveo Capital Partners
Colorado
$291K 16,215 – –
HVIA
67
Hudson Valley Investment Advisors
New York
$286K 15,704 – –
AWM
68
AE Wealth Management
Kansas
$281K 15,422 -6,716 -30%
WA
69
Waverly Advisors
Alabama
$279K 15,524 – –
Citadel Advisors
70
Citadel Advisors
Florida
$269K 14,956 +14,956 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$267K 14,857 -11,628 -44%
TA
72
TFG Advisers
Michigan
$265K 14,779 -1,195 -7%
EWM
73
Endowment Wealth Management
Wisconsin
$248K 13,815 -8,535 -38%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$247K 13,763 +1,022 +8%
LNC
75
Lincoln National Corp
Pennsylvania
$235K 13,106 +1,010 +8%
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