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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $290M invested in Invesco CEF Income Composite ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
43
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$25.1M
2
Bank of America
2
Bank of America
North Carolina
$23.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$40M
4
Ameriprise
4
Ameriprise
Minnesota
$31.6M
5
JWCA
5
J.W. Cole Advisors
Florida
$2.47M

Top Sellers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$942K
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$20.3M
4
CAN
4
Cetera Advisor Networks
California
$2.14M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$203K 8,727 -973 -10%
CF
77
Centaurus Financial
California
$185K 7,947 -216 -3%
CCC
78
Crescent Capital Consulting
Louisiana
$184K 7,900 – –
GEA
79
Glen Eagle Advisors
New Jersey
$155K 7,088 – –
US Bancorp
80
US Bancorp
Minnesota
$145K 6,200 – –
AA
81
Ancora Advisors
Ohio
$130K 5,574 – –
WWM
82
Wagner Wealth Management
South Carolina
$109K 4,685 -200 -4%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$89K 3,826 +3 +0.1%
MCC
84
Money Concepts Capital
Florida
$77K 3,331 +45 +1%
CCM
85
Covington Capital Management
California
$58K 2,475 – –
Citigroup
86
Citigroup
New York
$56K 2,408 +3 +0.1%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$50K 2,169 – –
SWM
88
Spire Wealth Management
Virginia
$49K 2,096 +2,096 New
APA
89
American Portfolios Advisors
New York
$45.3K 1,946 +1,446 +289%
TJHA
90
Thomas J. Herzfeld Advisors
Florida
$42K 1,800 -34,577 -95%
RCA
91
Ranch Capital Advisors
Florida
$39K 1,717 -417 -20%
NFG
92
Next Financial Group
Texas
$39K 1,675 – –
LWM
93
Liberty Wealth Management
California
$36K 1,641 – –
PB
94
Pinnacle Bancorp
Nebraska
$35K 1,500 – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$32K 1,325 – –
SPIA
96
Steward Partners Investment Advisory
New York
$23.4K 1,005 – –
OIA
97
Optimum Investment Advisors
Illinois
$23K 1,000 – –
CFA
98
Carroll Financial Associates
North Carolina
$23K 1,000 – –
MWA
99
Moser Wealth Advisors
Washington
$23K 1,000 – –
TH
100
TCTC Holdings
Texas
$23K 1,000 – –
2 3
4
5 6