PCEF icon

Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

126 hedge funds and large institutions have $305M invested in Invesco CEF Income Composite ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
-12
Holders Change %
-8.7%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
40
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19.1M
2
WP
2
WealthShield Partners
North Carolina
$5.34M
3
H6H
3
Hightower 6M Holding
Kansas
$5.34M
4
BAM
4
Belpointe Asset Management
Nevada
$3.32M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.9M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.4M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.64M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$6.71M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
76
Madrona Financial Services
Washington
$263K 12,086 – –
TFS
77
Thoroughbred Financial Services
Tennessee
$262K 11,879 -5,900 -33%
KAS
78
Kestra Advisory Services
Texas
$251K 11,363 +528 +5%
BV
79
Boxwood Ventures
Illinois
$245K 11,105 +198 +2%
CA
80
CoreCap Advisors
Michigan
$243K 11,007 +11 +0.1%
PA
81
PFG Advisors
Arizona
$240K 10,856 +612 +6%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$237K 10,715 -1,239 -10%
HVIA
83
Hudson Valley Investment Advisors
New York
$227K 10,304 – –
MCC
84
Money Concepts Capital
Florida
$219K 9,929 +6,469 +187%
BFA
85
Beacon Financial Advisory
Ohio
$216K 9,769 +9 +0.1%
CIAS
86
Capital Investment Advisory Services
North Carolina
$210K 9,524 -2,157 -18%
AHC
87
Adell Harriman & Carpenter
Texas
$209K 9,450 – –
NCM
88
NCM Capital Management
New Jersey
$206K 9,347 -3,195 -25%
RG
89
Retirement Group
California
$146K 6,611 -777 -11%
GEA
90
Glen Eagle Advisors
New Jersey
$142K 6,435 – –
US Bancorp
91
US Bancorp
Minnesota
$137K 6,200 – –
GWSG
92
GPS Wealth Strategies Group
Colorado
$126K 5,693 +4,796 +535%
AA
93
Ancora Advisors
Ohio
$123K 5,574 – –
WWM
94
Wagner Wealth Management
South Carolina
$109K 4,932 -200 -4%
APA
95
American Portfolios Advisors
New York
$88.7K 4,021 – –
Bessemer Group
96
Bessemer Group
New Jersey
$84K 3,811 +294 +8%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$83K 3,763 +3 +0.1%
SCA
98
Sandy Cove Advisors
Massachusetts
$66K 3,000 – –
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$51.7K 2,343 -164 -7%
IA
100
IFP Advisors
Florida
$45K 1,985 +760 +62%
2 3
4
5 6