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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

126 hedge funds and large institutions have $305M invested in Invesco CEF Income Composite ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
-12
Holders Change %
-8.7%
% of All Funds
1.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
40
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$19.1M
2
WP
2
WealthShield Partners
North Carolina
$5.34M
3
H6H
3
Hightower 6M Holding
Kansas
$5.34M
4
BAM
4
Belpointe Asset Management
Nevada
$3.32M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.9M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.4M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.64M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$6.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.4M 1,920,688 -75,431 -4%
Ameriprise
2
Ameriprise
Minnesota
$30M 1,361,523 +110,238 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.9M 1,081,532 +123,754 +13%
LPL Financial
4
LPL Financial
California
$22.8M 1,031,219 +51,982 +5%
UBS Group
5
UBS Group
Switzerland
$19.1M 864,085 +332,326 +62%
Wells Fargo
6
Wells Fargo
California
$16.5M 749,127 -39,709 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.3M 695,271 -253,800 -27%
Bank of America
8
Bank of America
North Carolina
$13.1M 592,042 -4,515 -0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.8M 593,362 +13,399 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12M 544,164 -37,058 -6%
JWCA
11
J.W. Cole Advisors
Florida
$8.96M 405,843 +54,734 +16%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$6.71M 304,206 -49,543 -14%
H6H
13
Hightower 6M Holding
Kansas
$5.34M 241,991 +241,991 New
WP
14
WealthShield Partners
North Carolina
$5.34M 242,018 +242,018 New
Creative Planning
15
Creative Planning
Kansas
$4.71M 213,522 +721 +0.3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.12M 186,740 +1,143 +0.6%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.64M 164,872 -63,669 -28%
BAM
18
Belpointe Asset Management
Nevada
$3.32M 150,495 +129,371 +612%
DBIA
19
Dumont & Blake Investment Advisors
New Jersey
$3.04M 137,704 +1,375 +1%
MFG
20
Merit Financial Group
Georgia
$2.69M 121,783 -9,203 -7%
BCI
21
Brinker Capital Investments
Pennsylvania
$2.64M 119,610 +4,473 +4%
Mariner
22
Mariner
Kansas
$2.31M 104,869 – –
TI
23
Tidal Investments
Wisconsin
$2.15M 97,179 -1,715 -2%
CAG
24
Csenge Advisory Group
Florida
$1.9M 86,280 +86,280 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.54M 69,536 +15,123 +28%
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