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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

95 hedge funds and large institutions have $210M invested in Invesco CEF Income Composite ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
+2
Holders Change %
+2.15%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
14
Increased
32
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$13.2M
2
CWM
2
Cornerstone Wealth Management
Missouri
$3.71M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.7M
5
Wells Fargo
5
Wells Fargo
California
$9.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$9.67M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.1M
4
LA
4
LexAurum Advisors
Kansas
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
76
Bay Colony Advisors
Massachusetts
$26K 1,133 +1,133 New
KCPG
77
Kavar Capital Partners Group
Kansas
$25K 1,103 +1,103 New
SPIA
78
Steward Partners Investment Advisory
New York
$24K 1,066 +61 +6%
AWMS
79
Advocacy Wealth Management Services
Georgia
$23K 1,000 – –
CPIG
80
Chicago Partners Investment Group
Illinois
$23K 1,000 – –
SFM
81
Signet Financial Management
New Jersey
$22K 950 – –
CFA
82
Carroll Financial Associates
North Carolina
$22K 1,000 – –
NSIM
83
North Star Investment Management
Illinois
$11K 500 – –
RFA
84
Reilly Financial Advisors
California
$10K 450 – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$7K 303 +303 New
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.15K 270 – –
MWM
87
MinichMacGregor Wealth Management
New York
$5K 248 +248 New
WT
88
Whittier Trust
California
$3K 127 -127 -50%
PA
89
Parallel Advisors
California
$2K 100 – –
Barclays
90
Barclays
United Kingdom
$2K 75 – –
LFG
91
LifePlan Financial Group
Ohio
$1K 33 – –
FHA
92
Flagship Harbor Advisors
Massachusetts
$1K 70 +70 New
PMG
93
ProVise Management Group
Florida
$347 15,250 – –
FRA
94
Front Row Advisors
California
$11 492 -242 -33%
LA
95
LexAurum Advisors
Kansas
– – -103,763 Closed
MAS
96
Madden Advisory Services
Florida
– – -19,714 Closed
Jane Street
97
Jane Street
New York
– – -10,148 Closed
HWA
98
HCR Wealth Advisors
California
– – -9,745 Closed
SB
99
Suntrust Banks
Georgia
– – -9,100 Closed
SWP
100
Stratos Wealth Partners
Ohio
– – -4,300 Closed
1 2 3
4
5