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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

121 hedge funds and large institutions have $341M invested in Invesco CEF Income Composite ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
49
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.3M
2
Creative Planning
2
Creative Planning
Kansas
$5.32M
3
JWCA
3
J.W. Cole Advisors
Florida
$7.29M
4
ACM
4
Ascendant Capital Management
California
$2.94M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$31.9M
4
SFBLI
4
Southern Farm Bureau Life Insurance
Mississippi
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
101
Liberty Wealth Management
California
$40K 1,641 – –
PB
102
Pinnacle Bancorp
Nebraska
$37K 1,500 – –
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$32K 1,325 – –
IA
104
IFP Advisors
Florida
$30K 1,225 +225 +23%
SPIA
105
Steward Partners Investment Advisory
New York
$25K 1,005 – –
OIA
106
Optimum Investment Advisors
Illinois
$25K 1,000 – –
MWA
107
Moser Wealth Advisors
Washington
$25K 1,000 – –
TH
108
TCTC Holdings
Texas
$25K 1,000 – –
CFA
109
Carroll Financial Associates
North Carolina
$24K 1,000 – –
GWSG
110
GPS Wealth Strategies Group
Colorado
$22K 881 +8 +0.9%
GRP
111
Global Retirement Partners
California
$13K 525 – –
Citigroup
112
Citigroup
New York
$12K 500 -1,908 -79%
NSIM
113
North Star Investment Management
Illinois
$12K 500 – –
RFA
114
Reilly Financial Advisors
California
$11K 450 – –
CTC
115
Central Trust Company
Missouri
$10K 400 – –
CFN
116
Cordasco Financial Network
Florida
$7K 295 – –
EFSCE
117
Enterprise Financial Services Corp (EFSC)
Missouri
$5K 200 – –
ACA
118
Aptus Capital Advisors
Alabama
$5K 193 +193 New
FRA
119
Front Row Advisors
California
$2K 100 – –
1IA
120
1834 Investment Advisors
Wisconsin
$1K 43 -15,011 -100%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$1K 43 +42 +4,200%
Renaissance Technologies
122
Renaissance Technologies
New York
– – -85,400 Closed
SFBLI
123
Southern Farm Bureau Life Insurance
Mississippi
– – -40,508 Closed
Citadel Advisors
124
Citadel Advisors
Florida
– – -33,465 Closed
KA
125
Kovack Advisors
Florida
– – -12,830 Closed
2 3 4
5
6