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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

124 hedge funds and large institutions have $356M invested in Invesco CEF Income Composite ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$38.1M
3
SC
3
Sykon Capital
New York
$2.84M
4
GI
4
GAMMA Investing
California
$2.63M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$976K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$18.9M
2
DBIA
2
Dumont & Blake Investment Advisors
New Jersey
$2.72M
3
Ameriprise
3
Ameriprise
Minnesota
$34.1M
4
PFA
4
Pathway Financial Advisers
Indiana
$150K
5
Bank of America
5
Bank of America
North Carolina
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
APWA
76
Atlas Private Wealth Advisors
New Jersey
$213K 10,800 -550 -5%
NFSG
77
Newbridge Financial Services Group
Florida
$210K 10,641 +472 +5%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$209K 10,594 +10,594 New
Goldman Sachs
79
Goldman Sachs
New York
$197K 10,000 +10,000 New
GWSG
80
GPS Wealth Strategies Group
Colorado
$176K 8,949 -1,196 -12%
CA
81
CoreCap Advisors
Michigan
$161K 8,183 +17 +0.2%
PFA
82
Pathway Financial Advisers
Indiana
$150K 7,624 -51,015 -87%
ACM
83
Anfield Capital Management
California
$144K 7,323 – –
CIAS
84
Capital Investment Advisory Services
North Carolina
$140K 7,099 +1,475 +26%
HI
85
Harbour Investments
Wisconsin
$135K 6,836 +50 +0.7%
UB
86
UMB Bank
Missouri
$124K 6,306 – –
AWM
87
Atticus Wealth Management
Florida
$94.3K 4,784 – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$94K 4,746 – –
OC
89
Oarsman Capital
Wisconsin
$92.8K 4,707 +4,707 New
Bessemer Group
90
Bessemer Group
New Jersey
$92K 4,673 +132 +3%
GEA
91
Glen Eagle Advisors
New Jersey
$91.8K 4,660 – –
SPIA
92
Steward Partners Investment Advisory
New York
$82.2K 4,169 – –
WWM
93
Wagner Wealth Management
South Carolina
$61.4K 3,116 – –
US Bancorp
94
US Bancorp
Minnesota
$53.2K 2,700 – –
TSMHT
95
Thurston Springer Miller Herd & Titak
Indiana
$51.5K 2,613 – –
WOSD
96
WFA of San Diego
California
$50.3K 2,550 – –
NS
97
NBC Securities
Alabama
$45K 2,314 +45 +2%
CFB
98
Cullen/Frost Bankers
Texas
$35.8K 1,815 – –
SWM
99
Spire Wealth Management
Virginia
$35.2K 1,413 +1,413 New
EWP
100
Elevation Wealth Partners
California
$25.8K 1,311 – –
2 3
4
5 6