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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

115 hedge funds and large institutions have $249M invested in Invesco CEF Income Composite ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
53
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28.3M
2
GFG
2
Goldstone Financial Group
Illinois
$1.51M
3
Ameriprise
3
Ameriprise
Minnesota
$26.4M
4
Wells Fargo
4
Wells Fargo
California
$22.7M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$1.04M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
LPL Financial
5
LPL Financial
California
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
76
Lincoln National Corp
Pennsylvania
$210K 11,551 +967 +9%
APWA
77
Atlas Private Wealth Advisors
New Jersey
$200K 11,000 -215 -2%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$195K 10,719 -42,469 -80%
MFS
79
Madrona Financial Services
Washington
$185K 10,135 – –
GWSG
80
GPS Wealth Strategies Group
Colorado
$181K 9,925 +9,925 New
RG
81
Retirement Group
California
$142K 7,775 +137 +2%
US Bancorp
82
US Bancorp
Minnesota
$133K 7,300 – –
HI
83
Harbour Investments
Wisconsin
$121K 6,655 +50 +0.8%
GEA
84
Glen Eagle Advisors
New Jersey
$99.9K 5,485 – –
AIP
85
Ahrens Investment Partners
Louisiana
$82K 4,500 -6,500 -59%
Bessemer Group
86
Bessemer Group
New Jersey
$72K 3,938 +36 +0.9%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$71K 3,904 +132 +3%
WWM
88
Wagner Wealth Management
South Carolina
$56.8K 3,116 -1,816 -37%
SPIA
89
Steward Partners Investment Advisory
New York
$51.4K 2,819 +1,814 +180%
AAS
90
Ameritas Advisory Services
Nebraska
$40.7K 2,234 +2,234 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$36.5K 2,001 +1,590 +387%
ASN
92
Advisory Services Network
Georgia
$36.1K 1,979 -23,240 -92%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$31K 1,677 – –
SWM
94
Spire Wealth Management
Virginia
$29.1K 1,599 +151 +10%
IA
95
IFP Advisors
Florida
$28.2K 1,225 -9,569 -89%
PB
96
Pinnacle Bancorp
Nebraska
$27.3K 1,500 – –
IGWM
97
ICA Group Wealth Management
Colorado
$26.4K 1,448 – –
EWP
98
Elevation Wealth Partners
California
$23.9K 1,311 +1,311 New
AF
99
Advisornet Financial
Minnesota
$19.8K 1,088 +3 +0.3%
CFB
100
Cullen/Frost Bankers
Texas
$18.2K 1,000 – –
2 3
4
5 6