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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

119 hedge funds and large institutions have $240M invested in Invesco CEF Income Composite ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
47
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$12.2M
2
Wells Fargo
2
Wells Fargo
California
$17.3M
3
Bank of America
3
Bank of America
North Carolina
$15.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.73M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.03M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.6M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.39M
3
LPL Financial
3
LPL Financial
California
$15.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.9M 2,112,233 -72,305 -3%
Ameriprise
2
Ameriprise
Minnesota
$26.8M 1,533,485 +38,626 +3%
Wells Fargo
3
Wells Fargo
California
$17.3M 990,773 +193,821 +24%
Bank of America
4
Bank of America
North Carolina
$15.8M 908,095 +181,215 +25%
LPL Financial
5
LPL Financial
California
$15.6M 895,445 -86,124 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.6M 891,353 -153,625 -15%
UBS Group
7
UBS Group
Switzerland
$12.2M 698,932 +349,519 +100%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.1M 636,988 -43,664 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$10.6M 604,913 +1,693 +0.3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.97M 513,829 -2,148 -0.4%
H6H
11
Hightower 6M Holding
Kansas
$3.7M 212,108 -2,530 -1%
Creative Planning
12
Creative Planning
Kansas
$3.51M 200,954 -5,736 -3%
BBL
13
Beck Bode LLC
Massachusetts
$3.36M 192,418 +1,726 +0.9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.36M 192,395 -3,491 -2%
WP
15
WealthShield Partners
North Carolina
$3.16M 181,004 -23,670 -12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.73M 156,368 +113,743 +267%
DBIA
17
Dumont & Blake Investment Advisors
New Jersey
$2.56M 146,928 +2,986 +2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$2.39M 137,125 -143,671 -51%
BCI
19
Brinker Capital Investments
Pennsylvania
$2.26M 129,290 -909 -0.7%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.24M 128,590 -18,197 -12%
MFG
21
Merit Financial Group
Georgia
$2.18M 125,128 -9,590 -7%
BAM
22
Belpointe Asset Management
Nevada
$2.18M 124,693 -34,459 -22%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.01M 114,976 +7,986 +7%
TI
24
Tidal Investments
Wisconsin
$1.93M 110,592 +972 +0.9%
Mariner
25
Mariner
Kansas
$1.87M 107,300 +2,431 +2%
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