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Invesco CEF Income Composite ETF

71 hedge funds and large institutions have $191M invested in Invesco CEF Income Composite ETF in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $186M → $191M (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.03% less ownership

Funds ownership: 27.22%27.19% (-0.03%)

1% less funds holding

Funds holding: 7271 (-1)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.2M +$673K +28,258 +2%
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.8M -$543K -22,822 -2%
Bank of America
3
Bank of America
North Carolina
$17.1M -$878K -36,880 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.6M -$1.62M -68,249 -12%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$10.8M +$572K +24,004 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.8M +$837K +35,161 +9%
LPL Financial
7
LPL Financial
California
$8.16M -$1.34M -56,452 -14%
BCI
8
Brinker Capital Investments
Pennsylvania
$7.78M +$38.6K +1,620 +0.5%
Wells Fargo
9
Wells Fargo
California
$6.53M +$108K +4,527 +2%
JCM
10
Janney Capital Management
Pennsylvania
$5.77M +$5.72M +240,252 New
CAN
11
Cetera Advisor Networks
California
$5.07M +$208K +8,752 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.58M +$708K +29,754 +19%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$3.92M +$987K +41,442 +34%
UBS Group
14
UBS Group
Switzerland
$3.42M +$78.5K +3,297 +2%
AG
15
Advisor Group
Arizona
$2.54M +$605K +25,406 +32%
DBIA
16
Dumont & Blake Investment Advisors
New Jersey
$2.12M +$15.4K +645 +0.7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.55M +$5.48K +230 +0.4%
OA
18
Oxbow Advisors
Texas
$1.41M -$83.3K -3,500 -6%
RJA
19
Raymond James & Associates
Florida
$1.26M +$425K +17,864 +52%
SMC
20
Smith, Moore & Co
Missouri
$1.15M +$3.6K +151 +0.3%
WS
21
Wedbush Securities
California
$1.14M +$75.5K +3,170 +7%
Ameriprise
22
Ameriprise
Minnesota
$1.14M -$56.9K -2,389 -5%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.14M -$4.07K -171 -0.4%
CCMG
24
Clark Capital Management Group
Pennsylvania
$1.11M +$1.1M +46,392 New
CCM
25
Covington Capital Management
California
$1.11M +$1.1M +46,310 New

PCEF Hedge Fund Activity: Q3 2017 in Review

71 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q3 2017, worth a combined $191M — up 2.4% from $186M a quarter earlier.

Fund positioning in PCEF was balanced in Q3 2017: 10 funds opened new positions, 10 closed out, 23 added to existing stakes and 21 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $5.72M. The largest seller was Baird Financial Group, exiting entirely with an estimated $6.05M sold.

  • 71 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q3 2017, down from 72 in Q2 2017.
  • Funds reported $191M of Invesco CEF Income Composite ETF stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 10 funds opened new Invesco CEF Income Composite ETF positions in Q3 2017 and 10 closed out, a net change of 0 holders.
  • The largest Invesco CEF Income Composite ETF buyer in Q3 2017 was Janney Capital Management, an estimated $5.72M added.
  • The largest Invesco CEF Income Composite ETF seller in Q3 2017 was Baird Financial Group, an estimated $6.05M sold.

Based on aggregated 13F filings for Q3 2017.