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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

126 hedge funds and large institutions have $305M invested in Invesco CEF Income Composite ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
-12
Holders Change %
-8.7%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
40
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19.1M
2
WP
2
WealthShield Partners
North Carolina
$5.34M
3
H6H
3
Hightower 6M Holding
Kansas
$5.34M
4
BAM
4
Belpointe Asset Management
Nevada
$3.32M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.9M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.4M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.64M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$6.71M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Covington Capital Management
California
$44K 2,000 – –
AF
102
Advisornet Financial
Minnesota
$42K 1,910 -45,561 -96%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$42K 1,919 +5 +0.3%
SWM
104
Spire Wealth Management
Virginia
$41K 1,835 -265 -13%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$37K 1,677 – –
EWM
106
EPG Wealth Management
Georgia
$37K 1,675 – –
PB
107
Pinnacle Bancorp
Nebraska
$33K 1,500 – –
OIA
108
Optimum Investment Advisors
Illinois
$22K 1,000 – –
CFB
109
Cullen/Frost Bankers
Texas
$22K 1,000 – –
MWA
110
Moser Wealth Advisors
Washington
$22K 1,000 – –
SPIA
111
Steward Partners Investment Advisory
New York
$22K 1,005 – –
NSIM
112
North Star Investment Management
Illinois
$11K 500 – –
TH
113
TCTC Holdings
Texas
$11K 500 – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$10K 462 -44 -9%
SIAP
115
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K 450 +450 New
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$10K 475 +475 New
CTC
117
Central Trust Company
Missouri
$9K 400 – –
CFN
118
Cordasco Financial Network
Florida
$7K 295 – –
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$4K 179 – –
FRA
120
Front Row Advisors
California
$2K 100 – –
William Blair & Company
121
William Blair & Company
Illinois
$2K 88 +88 New
1IA
122
1834 Investment Advisors
Wisconsin
$1K 43 – –
GRP
123
Global Retirement Partners
California
$1K 33 +33 New
BI
124
Bramshill Investments
Florida
– – -1,097,124 Closed
KCM
125
Kennicott Capital Management
California
– – -38,257 Closed
2 3 4
5
6