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Invesco CEF Income Composite ETF
PCEF
PCEF
120 hedge funds and large institutions have $253M invested in Invesco CEF Income Composite ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
22% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 37
0.66% less ownership
Funds ownership: 36.86% → 36.19% (-0.66%)
5% less funds holding
Funds holding: 126 → 120 (-6)
17% less capital invested
Capital invested by funds: $305M → $253M (-$51.5M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
45
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$5.33M |
| 2 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
+$3.86M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.73M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.7M |
| 5 |
Rockefeller Capital Management
New York
|
+$1.22M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.4M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$7.7M |
| 3 |
LI
LVZ Inc
Holland,
Michigan
|
-$1.47M |
| 4 |
LPL Financial
San Diego,
California
|
-$1M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$755K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFA
126
Beacon Financial Advisory
Cleveland,
Ohio
| – | -$216K | -9,769 | Closed |
|
|
AHC
127
Adell Harriman & Carpenter
Houston,
Texas
| – | -$209K | -9,450 | Closed |
|
|
NCM
128
NCM Capital Management
Ramsey,
New Jersey
| – | -$206K | -9,347 | Closed |
|
|
SCA
129
Sandy Cove Advisors
Hingham,
Massachusetts
| – | -$66K | -3,000 | Closed |
|
130
Koshinski Asset Management
Decatur,
Illinois
| – | -$51.7K | -2,343 | Closed |
|
|
EWM
131
EPG Wealth Management
Atlanta,
Georgia
| – | -$37K | -1,675 | Closed |
|