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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

115 hedge funds and large institutions have $331M invested in Invesco CEF Income Composite ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$36.4M
3
DBIA
3
Dumont & Blake Investment Advisors
New Jersey
$5.17M
4
Bank of America
4
Bank of America
North Carolina
$18.2M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.14M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$2.37M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$32.4M
3
UBS Group
3
UBS Group
Switzerland
$7.88M
4
SC
4
Sykon Capital
New York
$0
5
AI
5
AXS Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1IA
101
1620 Investment Advisors
Massachusetts
$12.5K 664 +664 New
Fidelity Investments
102
Fidelity Investments
Massachusetts
$9.24K 491 +86 +21%
JFGIW
103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.7K 462 +443 +2,332%
IA
104
IFP Advisors
Florida
$4.23K 225 -1,000 -82%
IRC
105
Investors Research Corp
Georgia
$4.01K 213 – –
PS
106
Principal Securities
Iowa
$2.8K 149 -47 -24%
TFA
107
Toth Financial Advisory
Virginia
$2.75K 146 – –
WAM
108
Wolverine Asset Management
Illinois
$2.2K 117 +117 New
GJIA
109
Glass Jacobson Investment Advisors
Maryland
$1.88K 100 -120 -55%
FRA
110
Front Row Advisors
California
$1.88K 100 – –
SIS
111
Sound Income Strategies
Florida
$1.13K 60 – –
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$1.07K 57 – –
GRP
113
Global Retirement Partners
California
$758 40 +1 +3%
KFI
114
Key Financial Inc
Pennsylvania
$113 6 – –
SC
115
Sykon Capital
New York
– – -166,063 Closed
AI
116
AXS Investments
New York
– – -75,000 Closed
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$0 1 -32,494 -100%
CAG
118
Csenge Advisory Group
Florida
– – -26,556 Closed
CSPIA
119
Cary Street Partners Investment Advisory
Virginia
– – -26,116 Closed
Jane Street
120
Jane Street
New York
– – -16,942 Closed
LNC
121
Lincoln National Corp
Pennsylvania
– – -14,486 Closed
OC
122
Oarsman Capital
Wisconsin
– – -12,383 Closed
SAG
123
SageView Advisory Group
California
– – -9,068 Closed
SWM
124
Spire Wealth Management
Virginia
– – -1,146 Closed
TJHA
125
Thomas J. Herzfeld Advisors
Florida
– – -860 Closed
2 3 4
5
6