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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $279M invested in Invesco CEF Income Composite ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
36
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECM
1
Evergreen Capital Management
Washington
$17.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.6M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.73M
4
LPL Financial
4
LPL Financial
California
$14.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.98M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$3.49M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$3.49M
3
AWS
3
Atria Wealth Solutions
New York
$532K
4
OA
4
Oxbow Advisors
Texas
$0
5
AI
5
AXS Investments
New York
$513K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$20.9K 1,225 – –
MWA
102
Moser Wealth Advisors
Washington
$17.1K 1,000 – –
SL
103
Salomon & Ludwin
Virginia
$13.2K 773 +773 New
NSIM
104
North Star Investment Management
Illinois
$8.55K 500 – –
AF
105
Allworth Financial
California
$7.52K 440 -1,703 -79%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$4.74K 277 -3,506 -93%
GJIA
107
Glass Jacobson Investment Advisors
Maryland
$3.76K 220 – –
IRC
108
Investors Research Corp
Georgia
$3.64K 213 – –
AF
109
Advisornet Financial
Minnesota
$2.47K 145 +4 +3%
FRA
110
Front Row Advisors
California
$1.71K 100 – –
MRCM
111
M&R Capital Management
New Jersey
$1.37K 80 – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$1.03K 60 – –
SIS
113
Sound Income Strategies
Florida
$1.03K 60 – –
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$975 57 +57 New
GRP
115
Global Retirement Partners
California
$631 38 +1 +3%
KFI
116
Key Financial Inc
Pennsylvania
$103 6 – –
OA
117
Oxbow Advisors
Texas
– – -60,176 Closed
MSAM
118
Moloney Securities Asset Management
Missouri
– – -40,451 Closed
LWM
119
Laidlaw Wealth Management
New York
– – -23,530 Closed
Jane Street
120
Jane Street
New York
– – -20,081 Closed
Citadel Advisors
121
Citadel Advisors
Florida
– – -17,114 Closed
HIP
122
HUB Investment Partners
Texas
– – -14,133 Closed
PB
123
Pinnacle Bancorp
Nebraska
– – -1,500 Closed
IGWM
124
ICA Group Wealth Management
Colorado
– – -1,448 Closed
WIM
125
WealthPlan Investment Management
Nebraska
– – -515 Closed
2 3 4
5
6