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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

118 hedge funds and large institutions have $276M invested in Invesco CEF Income Composite ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
+14
Holders Change %
+13.46%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
34
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.1M
2
Wells Fargo
2
Wells Fargo
California
$25.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29M
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.07M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$0
2
TI
2
Tidal Investments
Wisconsin
$1.85M
3
PAG
3
Private Advisor Group
New Jersey
$1.61M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$255K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
FF
101
FourThought Financial
Florida
$29K 1,334 +1,334 New
SPIA
102
Steward Partners Investment Advisory
New York
$23K 1,005 – –
CFA
103
Carroll Financial Associates
North Carolina
$22K 1,000 -4,200 -81%
MWA
104
Moser Wealth Advisors
Washington
$22K 1,000 – –
TH
105
TCTC Holdings
Texas
$22K 1,000 – –
OIA
106
Optimum Investment Advisors
Illinois
$22K 1,000 – –
TWM
107
Tradition Wealth Management
Minnesota
$15K 649 +649 New
APA
108
American Portfolios Advisors
New York
$11.2K 500 -1,446 -74%
CFN
109
Cordasco Financial Network
Florida
$11K 497 -488 -50%
NSIM
110
North Star Investment Management
Illinois
$11K 500 – –
RFA
111
Reilly Financial Advisors
California
$10K 450 – –
CTC
112
Central Trust Company
Missouri
$9K 400 – –
MF
113
Manchester Financial
California
$5K 238 +238 New
EFSCE
114
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 200 – –
CTB
115
Country Trust Bank
Illinois
$3K 113 +113 New
FRA
116
Front Row Advisors
California
$2K 100 – –
BWM
117
Baystate Wealth Management
Massachusetts
$2K 80 +80 New
IWM
118
IHT Wealth Management
Illinois
– – -62,904 Closed
GSWM
119
Golden State Wealth Management
California
– – -4,950 Closed
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
– – -2,653 Closed
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
– – -2,125 Closed
S
122
SignatureFD
Georgia
– – -800 Closed
FFA
123
Founders Financial Alliance
North Carolina
– – -265 Closed
ACA
124
Aptus Capital Advisors
Alabama
– – -193 Closed
FHA
125
Flagship Harbor Advisors
Massachusetts
– – -70 Closed
2 3 4
5
6