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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

126 hedge funds and large institutions have $346M invested in Invesco CEF Income Composite ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
+5
Holders Change %
+4.13%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
52
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$10.1M
2
Citigroup
2
Citigroup
New York
$5.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.6M
5
LPL Financial
5
LPL Financial
California
$21.2M

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$0
2
Bank of America
2
Bank of America
North Carolina
$19.6M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.45M
4
ACM
4
Ascendant Capital Management
California
$1.34M
5
Ameriprise
5
Ameriprise
Minnesota
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$50K 2,098 +1 +0%
CCM
102
Covington Capital Management
California
$48K 2,000 -475 -19%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$46K 1,919 – –
RCA
104
Ranch Capital Advisors
Florida
$41K 1,717 – –
EWM
105
EPG Wealth Management
Georgia
$40K 1,675 +1,675 New
LWM
106
Liberty Wealth Management
California
$39K 1,641 – –
PB
107
Pinnacle Bancorp
Nebraska
$36K 1,500 – –
IA
108
IFP Advisors
Florida
$29K 1,225 – –
TCWM
109
Total Clarity Wealth Management
Illinois
$25K 1,038 +1,038 New
SPIA
110
Steward Partners Investment Advisory
New York
$24K 1,005 – –
OIA
111
Optimum Investment Advisors
Illinois
$24K 1,000 – –
MWA
112
Moser Wealth Advisors
Washington
$24K 1,000 – –
CFA
113
Carroll Financial Associates
North Carolina
$23K 1,000 – –
GWSG
114
GPS Wealth Strategies Group
Colorado
$21K 889 +8 +0.9%
Barclays
115
Barclays
United Kingdom
$19K 799 -1,020 -56%
TH
116
TCTC Holdings
Texas
$12K 500 -500 -50%
NSIM
117
North Star Investment Management
Illinois
$12K 500 – –
RFA
118
Reilly Financial Advisors
California
$11K 450 – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$11K 450 +407 +947%
CTC
120
Central Trust Company
Missouri
$10K 400 – –
CFN
121
Cordasco Financial Network
Florida
$7K 295 – –
BCWM
122
Bartlett & Co Wealth Management
Ohio
$6.01K 251 +251 New
BC
123
Bartlett & Co
Ohio
$6K 251 +251 New
FRA
124
Front Row Advisors
California
$2K 100 – –
GRP
125
Global Retirement Partners
California
$1K 32 -493 -94%
2 3 4
5
6