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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

131 hedge funds and large institutions have $375M invested in Invesco CEF Income Composite ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
43
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$18.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$12M
3
Wells Fargo
3
Wells Fargo
California
$42.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$39.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$31.8M
2
UBS Group
2
UBS Group
Switzerland
$6.38M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BBL
5
Beck Bode LLC
Massachusetts
$997K
Name Market Value Shares Shares
Change 		Shares
Change %
SF
76
Summit Financial
New Jersey
$233K 12,172 +12,172 New
PFS
77
Prospera Financial Services
Texas
$233K 12,149 +12,149 New
MCC
78
Money Concepts Capital
Florida
$227K 11,847 +965 +9%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$223K 11,635 – –
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$222K 11,590 +11,140 +2,476%
MA
81
Mezzasalma Advisors
New Jersey
$207K 10,830 +10,830 New
NFSG
82
Newbridge Financial Services Group
Florida
$201K 10,502 -139 -1%
APWA
83
Atlas Private Wealth Advisors
New Jersey
$198K 10,360 -440 -4%
GWSG
84
GPS Wealth Strategies Group
Colorado
$159K 8,318 -631 -7%
PFA
85
Pathway Financial Advisers
Indiana
$145K 7,551 -73 -1%
CA
86
CoreCap Advisors
Michigan
$142K 7,415 -768 -9%
ACM
87
Anfield Capital Management
California
$140K 7,323 – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$138K 7,211 +6,005 +498%
HI
89
Harbour Investments
Wisconsin
$132K 6,884 +48 +0.7%
AWM
90
Atticus Wealth Management
Florida
$91.7K 4,784 – –
Bessemer Group
91
Bessemer Group
New Jersey
$90K 4,688 +15 +0.3%
GEA
92
Glen Eagle Advisors
New Jersey
$89.3K 4,660 – –
CIAS
93
Capital Investment Advisory Services
North Carolina
$85.9K 4,482 -2,617 -37%
VWA
94
VSM Wealth Advisory
Maryland
$85.5K 4,462 +4,462 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$84K 4,366 -380 -8%
OC
96
Oarsman Capital
Wisconsin
$82.1K 4,284 -423 -9%
SPIA
97
Steward Partners Investment Advisory
New York
$79.9K 4,169 – –
WWM
98
Wagner Wealth Management
South Carolina
$59.7K 3,116 – –
AWM
99
AE Wealth Management
Kansas
$57.1K 2,979 +2,979 New
MFG
100
Menard Financial Group
Texas
$56.7K 2,960 +2,960 New
2 3
4
5 6