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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

115 hedge funds and large institutions have $331M invested in Invesco CEF Income Composite ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.4M
3
DBIA
3
Dumont & Blake Investment Advisors
New Jersey
$5.17M
4
Bank of America
4
Bank of America
North Carolina
$18.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.14M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$2.37M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$32.4M
3
UBS Group
3
UBS Group
Switzerland
$7.88M
4
SC
4
Sykon Capital
New York
$0
5
AI
5
AXS Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$456K 24,215 -923 -4%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$450K 23,886 -1,995 -8%
Comerica Bank
53
Comerica Bank
Texas
$434K 23,065 -7,742 -25%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$362K 19,217 +5,392 +39%
EWM
55
Endowment Wealth Management
Wisconsin
$359K 19,064 -489 -3%
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$356K 18,941 – –
BAM
57
BTS Asset Management
Massachusetts
$346K 18,383 -6,070 -25%
RJA
58
Raymond James & Associates
Florida
$342K 18,166 -1,138 -6%
PWPS
59
Pinnacle Wealth Planning Services
Ohio
$329K 17,500 – –
Citadel Advisors
60
Citadel Advisors
Florida
$318K 16,882 +16,882 New
ACP
61
Aveo Capital Partners
Colorado
$294K 15,624 +3 +0%
WA
62
Waverly Advisors
Alabama
$287K 15,258 – –
HVIA
63
Hudson Valley Investment Advisors
New York
$286K 15,704 – –
TA
64
TFG Advisers
Michigan
$264K 14,029 -122 -0.9%
BV
65
Boxwood Ventures
Illinois
$258K 13,683 +313 +2%
MWA
66
Merkkuri Wealth Advisors
New York
$246K 13,049 +13,049 New
OIA
67
OneDigital Investment Advisors
Kansas
$243K 12,887 +277 +2%
SWA
68
Sax Wealth Advisors
New Jersey
$235K 12,500 +12,500 New
HCP
69
Hexagon Capital Partners
Arkansas
$231K 12,299 – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$219K 11,635 – –
APWA
71
Atlas Private Wealth Advisors
New Jersey
$214K 11,350 +11,350 New
HF
72
HRT Financial
New York
$206K 10,983 +10,983 New
MCC
73
Money Concepts Capital
Florida
$198K 10,510 +10,510 New
NFSG
74
Newbridge Financial Services Group
Florida
$191K 10,169 -14,753 -59%
GWSG
75
GPS Wealth Strategies Group
Colorado
$191K 10,145 +44 +0.4%
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