Invesco CEF Income Composite ETF
PCEF
118 hedge funds and large institutions have $276M invested in Invesco CEF Income Composite ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
23% more capital invested
Capital invested by funds: $224M → $276M (+$51.2M)
13% more funds holding
Funds holding: 104 → 118 (+14)
3.74% more ownership
Funds ownership: 30.84% → 34.58% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.88M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.96M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.78M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.99M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.27M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$1.1M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$715K |
PCEF Hedge Fund Activity: Q4 2020 in Review
118 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q4 2020, worth a combined $276M — up 23% from $224M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PCEF positions and 8 closed out — a net gain of 17 holders — while 34 added to existing stakes and 37 trimmed.
The largest buyer was Bank of America, adding an estimated $4.88M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $1.27M sold.
- 118 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q4 2020, up from 104 in Q3 2020.
- Funds reported $276M of Invesco CEF Income Composite ETF stock for Q4 2020, up 23% quarter-over-quarter.
- 25 funds opened new Invesco CEF Income Composite ETF positions in Q4 2020 and 8 closed out, a net change of +17 holders.
- The largest Invesco CEF Income Composite ETF buyer in Q4 2020 was Bank of America, an estimated $4.88M added.
- The largest Invesco CEF Income Composite ETF seller in Q4 2020 was IHT Wealth Management, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2020.