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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $348M invested in Invesco CEF Income Composite ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
37
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.6M
2
Truist Financial
2
Truist Financial
North Carolina
$7.25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.8M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.79M

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.32M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$1.29M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.29M
5
GFG
5
Goldstone Financial Group
Illinois
$659K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$10.6K +$5.64K +314 +113%
PA
102
PSI Advisors
Florida
$9.48K +$9.48K +528 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$4.62K -$49.7K -2,769 -92%
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$3.95K – – –
IRC
105
Investors Research Corp
Georgia
$3.83K – – –
PS
106
Principal Securities
Iowa
$3.52K +$3.52K +196 New
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$3.52K +$3.52K +196 New
AF
108
Advisornet Financial
Minnesota
$2.66K +$54 +3 +2%
TFA
109
Toth Financial Advisory
Virginia
$2.62K +$2.62K +146 New
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$1.08K – – –
SIS
111
Sound Income Strategies
Florida
$1.08K – – –
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$1.02K – – –
GRP
113
Global Retirement Partners
California
$695 – – –
AWM
114
Able Wealth Management
New Jersey
$335 +$335 +19 New
KFI
115
Key Financial Inc
Pennsylvania
$108 – – –
ECM
116
Evergreen Capital Management
Washington
– -$17.4M -991,711 Closed
PA
117
PFG Advisors
Arizona
– -$306K -17,905 Closed
JWCA
118
J.W. Cole Advisors
Florida
– -$257K -15,013 Closed
MFS
119
Madrona Financial Services
Washington
– -$173K -10,135 Closed
RIA
120
Realta Investment Advisors
Delaware
– -$63.1K -3,490 Closed
SSWM
121
Sheets Smith Wealth Management
North Carolina
– -$21.9K -1,281 Closed
NSIM
122
North Star Investment Management
Illinois
– -$8.55K -500 Closed
AF
123
Allworth Financial
California
– -$7.52K -440 Closed
FRA
124
Front Row Advisors
California
– -$1.71K -100 Closed
MRCM
125
M&R Capital Management
New Jersey
– -$1.37K -80 Closed
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