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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $338M invested in Invesco CEF Income Composite ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
45
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$39.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.33M
3
SC
3
Sykon Capital
New York
$3.13M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.89M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38M
2
UBS Group
2
UBS Group
Switzerland
$11.1M
3
Creative Planning
3
Creative Planning
Kansas
$2.09M
4
BBL
4
Beck Bode LLC
Massachusetts
$2.51M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$16.1K 896 +896 New
Citigroup
102
Citigroup
New York
$15.9K 843 +843 New
SL
103
Salomon & Ludwin
Virginia
$14.6K 773 – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$7.63K 405 +148 +58%
GJIA
105
Glass Jacobson Investment Advisors
Maryland
$4.15K 220 – –
IRC
106
Investors Research Corp
Georgia
$4.02K 213 – –
PS
107
Principal Securities
Iowa
$3.7K 196 – –
TFA
108
Toth Financial Advisory
Virginia
$2.75K 146 – –
FRA
109
Front Row Advisors
California
$1.89K 100 +100 New
SIS
110
Sound Income Strategies
Florida
$1.13K 60 – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$1.13K 60 – –
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$1.07K 57 – –
GRP
113
Global Retirement Partners
California
$742 39 +1 +3%
JFGIW
114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$359 19 -3,831 -100%
HGERS
115
Householder Group Estate & Retirement Specialist
Arizona
$189 10 – –
KFI
116
Key Financial Inc
Pennsylvania
$113 6 – –
APWA
117
Atlas Private Wealth Advisors
New Jersey
– – -19,260 Closed
AWM
118
AE Wealth Management
Kansas
– – -15,422 Closed
Citadel Advisors
119
Citadel Advisors
Florida
– – -14,956 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
– – -14,857 Closed
TI
121
Tidal Investments
Wisconsin
– – -12,609 Closed
EWM
122
Evercore Wealth Management
New York
– – -10,455 Closed
ASN
123
Advisory Services Network
Georgia
– – -1,979 Closed
PA
124
PSI Advisors
Florida
– – -528 Closed
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
– – -196 Closed
2 3 4
5
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