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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

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.

Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
2.03%
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
1
Morgan Stanley
New York
$41.3M
2
BBL
2
Beck Bode LLC
Massachusetts
$3.61M
3
Bank of America
3
Bank of America
North Carolina
$13.8M
4
Ameriprise
4
Ameriprise
Minnesota
$28.3M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.02M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.61M
2
JWCA
2
J.W. Cole Advisors
Florida
$470K
3
LI
3
LVZ Inc
Michigan
$0
4
LPL Financial
4
LPL Financial
California
$18.6M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.3M 2,184,538 +263,850 +14%
Ameriprise
2
Ameriprise
Minnesota
$28.3M 1,494,859 +133,336 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.8M 1,044,978 -36,554 -3%
LPL Financial
4
LPL Financial
California
$18.6M 981,569 -49,650 -5%
Wells Fargo
5
Wells Fargo
California
$15.1M 796,952 +47,825 +6%
Bank of America
6
Bank of America
North Carolina
$13.8M 726,880 +134,838 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.9M 680,652 -14,619 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.4M 603,220 +9,858 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.76M 515,977 -28,187 -5%
UBS Group
10
UBS Group
Switzerland
$6.61M 349,413 -514,672 -60%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$5.31M 280,796 -23,410 -8%
H6H
12
Hightower 6M Holding
Kansas
$4.06M 214,638 -27,353 -11%
Creative Planning
13
Creative Planning
Kansas
$3.91M 206,690 -6,832 -3%
WP
14
WealthShield Partners
North Carolina
$3.87M 204,674 -37,344 -15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.71M 195,886 +9,146 +5%
BBL
16
Beck Bode LLC
Massachusetts
$3.61M 190,692 +190,692 New
BAM
17
Belpointe Asset Management
Nevada
$3.01M 159,152 +8,657 +6%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.78M 146,787 -18,085 -11%
DBIA
19
Dumont & Blake Investment Advisors
New Jersey
$2.72M 143,942 +6,238 +5%
MFG
20
Merit Financial Group
Georgia
$2.55M 134,718 +12,935 +11%
BCI
21
Brinker Capital Investments
Pennsylvania
$2.46M 130,199 +10,589 +9%
TI
22
Tidal Investments
Wisconsin
$2.07M 109,620 +12,441 +13%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.02M 106,990 +60,277 +129%
Mariner
24
Mariner
Kansas
$1.98M 104,869 – –
CAG
25
Csenge Advisory Group
Florida
$1.5M 79,516 -6,764 -8%
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