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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

121 hedge funds and large institutions have $341M invested in Invesco CEF Income Composite ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
49
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.3M
2
Creative Planning
2
Creative Planning
Kansas
$5.32M
3
JWCA
3
J.W. Cole Advisors
Florida
$7.29M
4
ACM
4
Ascendant Capital Management
California
$2.94M
5
Morgan Stanley
5
Morgan Stanley
New York
$43.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$17.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$31.9M
4
SFBLI
4
Southern Farm Bureau Life Insurance
Mississippi
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.7M 1,783,408 +64,650 +4%
Ameriprise
2
Ameriprise
Minnesota
$31.9M 1,301,550 -55,837 -4%
BI
3
Bramshill Investments
Florida
$26.9M 1,097,124 +20,000 +2%
Bank of America
4
Bank of America
North Carolina
$25.8M 1,053,629 +59,477 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.3M 951,302 +914,233 +2,466%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.6M 838,988 -25,700 -3%
LPL Financial
7
LPL Financial
California
$19.8M 809,936 +58,064 +8%
Wells Fargo
8
Wells Fargo
California
$17.1M 695,903 -176,192 -20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12.3M 501,860 +8,063 +2%
UBS Group
10
UBS Group
Switzerland
$11.9M 485,877 +48,187 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.3M 462,941 +20,539 +5%
JWCA
12
J.W. Cole Advisors
Florida
$7.29M 297,429 +191,166 +180%
HA
13
Harborview Advisors
Maine
$7.26M 296,406 +7,753 +3%
6M
14
6 Meridian
Kansas
$7.07M 288,640 +3,892 +1%
Creative Planning
15
Creative Planning
Kansas
$5.32M 217,307 +217,307 New
MML Investors Services
16
MML Investors Services
Massachusetts
$4.51M 183,912 +36,938 +25%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.35M 136,552 +14,192 +12%
TI
18
Tidal Investments
Wisconsin
$3.22M 131,421 -1,068 -0.8%
MFG
19
Merit Financial Group
Georgia
$3.16M 128,946 +20,982 +19%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.12M 127,153 -2,743 -2%
DBIA
21
Dumont & Blake Investment Advisors
New Jersey
$3.05M 124,376 +8,527 +7%
ACM
22
Ascendant Capital Management
California
$2.94M 120,000 +66,246 +123%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.87M 117,212 +3,089 +3%
Mariner
24
Mariner
Kansas
$2.65M 108,087 +6,288 +6%
CAN
25
Cetera Advisor Networks
California
$2.37M 96,613 +4,437 +5%
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