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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $338M invested in Invesco CEF Income Composite ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$39.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.33M
3
SC
3
Sykon Capital
New York
$3.13M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.89M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38M
2
UBS Group
2
UBS Group
Switzerland
$11.1M
3
Creative Planning
3
Creative Planning
Kansas
$2.09M
4
BBL
4
Beck Bode LLC
Massachusetts
$2.51M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$548K 29,056 +2,380 +9%
GIA
52
Gladstone Institutional Advisory
Florida
$546K 28,985 -6,744 -19%
CPIG
53
Chicago Partners Investment Group
Illinois
$530K 29,348 +252 +0.9%
SFS
54
Sowell Financial Services
Arkansas
$514K 27,288 +94 +0.3%
CAG
55
Csenge Advisory Group
Florida
$501K 26,556 +125 +0.5%
CSPIA
56
Cary Street Partners Investment Advisory
Virginia
$492K 26,116 +900 +4%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$488K 25,881 -825 -3%
AWS
58
Atria Wealth Solutions
New York
$474K 25,138 -969 -4%
NFSG
59
Newbridge Financial Services Group
Florida
$470K 24,922 -12,856 -34%
PIA
60
Panoramic Investment Advisors
Colorado
$466K 24,709 +4,266 +21%
BAM
61
BTS Asset Management
Massachusetts
$461K 24,453 +2,710 +12%
EWM
62
Endowment Wealth Management
Wisconsin
$369K 19,553 +5,738 +42%
RJA
63
Raymond James & Associates
Florida
$364K 19,304 -1,735 -8%
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$354K 18,941 +203 +1%
OC
65
Oppenheimer & Co
New York
$330K 17,512 +251 +1%
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$330K 17,500 – –
Jane Street
67
Jane Street
New York
$319K 16,942 +16,942 New
HVIA
68
Hudson Valley Investment Advisors
New York
$296K 15,704 – –
WA
69
Waverly Advisors
Alabama
$288K 15,258 -266 -2%
ACP
70
Aveo Capital Partners
Colorado
$286K 15,621 -594 -4%
LNC
71
Lincoln National Corp
Pennsylvania
$273K 14,486 +1,380 +11%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$270K 14,312 +14,312 New
TA
73
TFG Advisers
Michigan
$267K 14,151 -628 -4%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$261K 13,825 +62 +0.5%
BV
75
Boxwood Ventures
Illinois
$252K 13,370 +305 +2%
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3
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