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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $338M invested in Invesco CEF Income Composite ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$39.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.33M
3
SC
3
Sykon Capital
New York
$3.13M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.89M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38M
2
UBS Group
2
UBS Group
Switzerland
$11.1M
3
Creative Planning
3
Creative Planning
Kansas
$2.09M
4
BBL
4
Beck Bode LLC
Massachusetts
$2.51M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$238K 12,610 +268 +2%
OC
77
Oarsman Capital
Wisconsin
$233K 12,383 -258 -2%
HCP
78
Hexagon Capital Partners
Arkansas
$232K 12,299 – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$219K 11,635 -280 -2%
SAG
80
SageView Advisory Group
California
$208K 9,068 +9,068 New
GWSG
81
GPS Wealth Strategies Group
Colorado
$190K 10,101 +43 +0.4%
CA
82
CoreCap Advisors
Michigan
$154K 8,149 +8,149 New
ACM
83
Anfield Capital Management
California
$138K 7,323 +7,323 New
HI
84
Harbour Investments
Wisconsin
$127K 6,735 +51 +0.8%
RG
85
Retirement Group
California
$106K 5,600 -936 -14%
CIAS
86
Capital Investment Advisory Services
North Carolina
$105K 5,557 -4,545 -45%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$100K 5,301 -16,032 -75%
GEA
88
Glen Eagle Advisors
New Jersey
$99K 5,250 – –
Bessemer Group
89
Bessemer Group
New Jersey
$83K 4,378 +13 +0.3%
SPIA
90
Steward Partners Investment Advisory
New York
$78.6K 4,169 – –
RIA
91
Realta Investment Advisors
Delaware
$65.8K 3,490 +3,490 New
US Bancorp
92
US Bancorp
Minnesota
$60.3K 3,200 – –
WWM
93
Wagner Wealth Management
South Carolina
$58.7K 3,116 +3,116 New
NS
94
NBC Securities
Alabama
$41K 2,223 +45 +2%
CFB
95
Cullen/Frost Bankers
Texas
$34.2K 1,815 -1,000 -36%
EWP
96
Elevation Wealth Partners
California
$24.7K 1,311 – –
IA
97
IFP Advisors
Florida
$23.1K 1,225 – –
SWM
98
Spire Wealth Management
Virginia
$21.6K 1,146 -162 -12%
MWA
99
Moser Wealth Advisors
Washington
$18.9K 1,000 – –
TJHA
100
Thomas J. Herzfeld Advisors
Florida
$16.2K 860 +860 New
2 3
4
5 6