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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

138 hedge funds and large institutions have $353M invested in Invesco CEF Income Composite ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
138
Holders Change
+12
Holders Change %
+9.52%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
42
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$8.49M
2
Wells Fargo
2
Wells Fargo
California
$19.1M
3
LPL Financial
3
LPL Financial
California
$23.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$14.4M
2
Citigroup
2
Citigroup
New York
$0
3
CAN
3
Cetera Advisor Networks
California
$495K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$8.55M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CCC
101
Crescent Capital Consulting
Louisiana
$143K 5,900 – –
AA
102
Ancora Advisors
Ohio
$135K 5,574 – –
WWM
103
Wagner Wealth Management
South Carolina
$124K 5,132 – –
APA
104
American Portfolios Advisors
New York
$97.2K 4,021 – –
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$91K 3,760 -72 -2%
AFG
106
Albion Financial Group
Utah
$89K 3,687 -30 -0.8%
Bessemer Group
107
Bessemer Group
New Jersey
$85K 3,517 +3,517 New
MCC
108
Money Concepts Capital
Florida
$84K 3,460 +3,460 New
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$73K 3,000 – –
SCA
110
Sandy Cove Advisors
Massachusetts
$73K 3,000 +3,000 New
IAG
111
Investmark Advisory Group
Connecticut
$70K 2,925 +2,925 New
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$60.6K 2,507 +7 +0.3%
SWM
113
Spire Wealth Management
Virginia
$51K 2,100 +2 +0.1%
CCM
114
Covington Capital Management
California
$48K 2,000 – –
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$46K 1,914 -5 -0.3%
EWM
116
EPG Wealth Management
Georgia
$41K 1,675 – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$41K 1,677 +1,677 New
PB
118
Pinnacle Bancorp
Nebraska
$36K 1,500 – –
IA
119
IFP Advisors
Florida
$29K 1,225 – –
MWA
120
Moser Wealth Advisors
Washington
$24K 1,000 – –
CFA
121
Carroll Financial Associates
North Carolina
$24K 1,000 – –
OIA
122
Optimum Investment Advisors
Illinois
$24K 1,000 – –
SPIA
123
Steward Partners Investment Advisory
New York
$24K 1,005 – –
CFB
124
Cullen/Frost Bankers
Texas
$24K 1,000 +1,000 New
SFM
125
Signet Financial Management
New Jersey
$23K 950 +950 New
3 4
5
6 7