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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

119 hedge funds and large institutions have $240M invested in Invesco CEF Income Composite ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
47
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$12.2M
2
Wells Fargo
2
Wells Fargo
California
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$15.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.73M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.03M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.6M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.39M
3
LPL Financial
3
LPL Financial
California
$15.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
101
EPG Wealth Management
Georgia
$29K 1,675 +1,675 New
PB
102
Pinnacle Bancorp
Nebraska
$26K 1,500 – –
PTC
103
Private Trust Company
Ohio
$23K 1,300 +1,300 New
SPIA
104
Steward Partners Investment Advisory
New York
$18K 1,005 – –
CFB
105
Cullen/Frost Bankers
Texas
$17K 1,000 – –
OIA
106
Optimum Investment Advisors
Illinois
$17K 1,000 – –
MWA
107
Moser Wealth Advisors
Washington
$17K 1,000 – –
NSIM
108
North Star Investment Management
Illinois
$9K 500 – –
TH
109
TCTC Holdings
Texas
$9K 500 – –
CTC
110
Central Trust Company
Missouri
$7K 400 – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$6K 320 -320 -50%
William Blair & Company
112
William Blair & Company
Illinois
$6K 370 – –
IRC
113
Investors Research Corp
Georgia
$4K 213 +213 New
CHC
114
City Holding Co
West Virginia
$2K 131 – –
FRA
115
Front Row Advisors
California
$2K 100 – –
GRP
116
Global Retirement Partners
California
$1K 34 +1 +3%
HT
117
HAP Trading
New York
– – -18,938 Closed
PMG
118
ProVise Management Group
Florida
– – -13,647 Closed
SB
119
Strategic Blueprint
Georgia
– – -13,516 Closed
RF
120
Resolute Financial
Massachusetts
– – -11,590 Closed
AFP
121
Ausdal Financial Partners
Iowa
– – -11,402 Closed
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
– – -5,900 Closed
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
– – -1,919 Closed
AF
124
Allworth Financial
California
– – -597 Closed
SIAP
125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -450 Closed
2 3 4
5
6