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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

115 hedge funds and large institutions have $249M invested in Invesco CEF Income Composite ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
53
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28.3M
2
Ameriprise
2
Ameriprise
Minnesota
$26.4M
3
Wells Fargo
3
Wells Fargo
California
$22.7M
4
MSAM
4
Moloney Securities Asset Management
Missouri
$1.04M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.25M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
LPL Financial
5
LPL Financial
California
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
101
Optimum Investment Advisors
Illinois
$18.2K – – –
EWM
102
EPG Wealth Management
Georgia
$14.1K – – –
CM
103
Cornerstone Management
Georgia
$13.9K +$13.9K +764 New
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$9.33K -$25 -1,370 -0.3%
NSIM
105
North Star Investment Management
Illinois
$9.11K – – –
MRCM
106
M&R Capital Management
New Jersey
$8.75K +$3.19K +175 +57%
CTC
107
Central Trust Company
Missouri
$7.29K – – –
IRC
108
Investors Research Corp
Georgia
$3.88K – – –
WP
109
WealthPLAN Partners
Nebraska
$2.57K -$205K -11,260 -99%
CHC
110
City Holding Co
West Virginia
$2.39K – – –
FRA
111
Front Row Advisors
California
$2K – – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$1.09K +$1.09K +60 New
TRCT
113
Tower Research Capital (TRC)
New York
$1K +$556 +35 +125%
GRP
114
Global Retirement Partners
California
$640 +$18 +1 +3%
KFI
115
Key Financial Inc
Pennsylvania
$109 – – –
RCM
116
Rivernorth Capital Management
Florida
– -$9.13M -503,783 Closed
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
– -$2.82M -155,620 Closed
RIA
118
Regal Investment Advisors
Michigan
– -$692K -38,167 Closed
CFG
119
Cooper Financial Group
California
– -$426K -23,527 Closed
Renaissance Technologies
120
Renaissance Technologies
New York
– -$272K -14,988 Closed
EH
121
Equitable Holdings
New York
– -$228K -12,592 Closed
BWP
122
Balboa Wealth Partners
Arizona
– -$205K -11,308 Closed
KAS
123
Kestra Advisory Services
Texas
– -$199K -10,982 Closed
MCC
124
Money Concepts Capital
Florida
– -$191K -10,521 Closed
RIA
125
Realta Investment Advisors
Delaware
– -$63.2K -3,490 Closed
2 3 4
5
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