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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

104 hedge funds and large institutions have $224M invested in Invesco CEF Income Composite ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
23
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$6.82M
2
Wells Fargo
2
Wells Fargo
California
$19M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.1M
5
IWM
5
IHT Wealth Management
Illinois
$1.27M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.5M
2
BI
2
Bramshill Investments
Florida
$0
3
MC
3
Matisse Capital
Oregon
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.57M
5
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
76
Carroll Financial Associates
North Carolina
$105K 5,200 – –
GSWM
77
Golden State Wealth Management
California
$100K 4,950 +4,950 New
GRP
78
Global Retirement Partners
California
$76K 3,759 – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$59K 2,956 +57 +2%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$54K 2,653 +2,653 New
CCM
81
Covington Capital Management
California
$50K 2,475 – –
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$48K 2,369 – –
RCA
83
Ranch Capital Advisors
Florida
$43K 2,134 – –
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$43K 2,125 +2,125 New
APA
85
American Portfolios Advisors
New York
$39.4K 1,946 -1,515 -44%
NFG
86
Next Financial Group
Texas
$34K 1,675 +1,675 New
LWM
87
Liberty Wealth Management
California
$33K 1,641 – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$32K 1,325 – –
PB
89
Pinnacle Bancorp
Nebraska
$30K 1,500 – –
TH
90
TCTC Holdings
Texas
$20K 1,000 -250 -20%
CFN
91
Cordasco Financial Network
Florida
$20K 985 – –
MWA
92
Moser Wealth Advisors
Washington
$20K 1,000 – –
OIA
93
Optimum Investment Advisors
Illinois
$20K 1,000 – –
SPIA
94
Steward Partners Investment Advisory
New York
$20K 1,005 – –
S
95
SignatureFD
Georgia
$16K 800 +800 New
NSIM
96
North Star Investment Management
Illinois
$10K 500 – –
RFA
97
Reilly Financial Advisors
California
$9K 450 – –
CTC
98
Central Trust Company
Missouri
$8K 400 – –
FFA
99
Founders Financial Alliance
North Carolina
$5K 265 +265 New
EFSCE
100
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 200 – –
1 2 3
4
5