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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

115 hedge funds and large institutions have $249M invested in Invesco CEF Income Composite ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
53
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$28.3M
2
GFG
2
Goldstone Financial Group
Illinois
$1.51M
3
Ameriprise
3
Ameriprise
Minnesota
$26.4M
4
Wells Fargo
4
Wells Fargo
California
$22.7M
5
MSAM
5
Moloney Securities Asset Management
Missouri
$1.04M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
LPL Financial
5
LPL Financial
California
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38M 2,083,477 -88,803 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.3M 1,551,490 +708,950 +84%
Ameriprise
3
Ameriprise
Minnesota
$26.4M 1,448,667 +77,878 +6%
Wells Fargo
4
Wells Fargo
California
$22.7M 1,247,822 +77,552 +7%
Bank of America
5
Bank of America
North Carolina
$16.1M 885,389 +39,417 +5%
UBS Group
6
UBS Group
Switzerland
$15.7M 860,620 +37,126 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.5M 743,423 -203,308 -21%
LPL Financial
8
LPL Financial
California
$13.5M 738,299 -119,929 -14%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.28M 344,563 -307,478 -47%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.25M 233,360 +50,443 +28%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.96M 217,071 +14,531 +7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.44M 188,606 +7,931 +4%
BBL
13
Beck Bode LLC
Massachusetts
$3.19M 175,028 -15,814 -8%
Creative Planning
14
Creative Planning
Kansas
$3.18M 174,585 -1,515 -0.9%
DBIA
15
Dumont & Blake Investment Advisors
New Jersey
$2.56M 140,686 +9,100 +7%
MFG
16
Merit Financial Group
Georgia
$2.47M 135,461 +5,880 +5%
MML Investors Services
17
MML Investors Services
Massachusetts
$2.41M 132,206 +3,851 +3%
Mariner
18
Mariner
Kansas
$1.98M 109,318 +3,603 +3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.81M 99,438 -4,795 -5%
AWS
20
Atria Wealth Solutions
New York
$1.62M 89,105 +29,529 +50%
GFG
21
Goldstone Financial Group
Illinois
$1.51M 82,780 +82,780 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.44M 79,262 +3,006 +4%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.3M 57,658 -77,792 -57%
OPS
24
Orion Portfolio Solutions
Nebraska
$1.3M 57,658 +1,479 +3%
TI
25
Tidal Investments
Wisconsin
$1.29M 70,540 -13,259 -16%
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