Invesco CEF Income Composite ETF
PCEF
117 hedge funds and large institutions have $267M invested in Invesco CEF Income Composite ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $250M → $267M (+$16.5M)
1.49% more ownership
Funds ownership: 38.18% → 39.67% (+1.5%)
2% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 41
0% more funds holding
Funds holding: 117 → 117 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.05M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$5.05M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.06M |
| 4 |
AI
AXS Investments
Port Chester,
New York
|
+$1.52M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.06M |
| 2 |
Morgan Stanley
New York
|
-$1.42M |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$941K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$602K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$458K |
PCEF Hedge Fund Activity: Q2 2023 in Review
117 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q2 2023, worth a combined $267M — up 6.6% from $250M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PCEF positions and 10 closed out — a net gain of 2 holders — while 42 added to existing stakes and 41 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $5.05M. The largest seller was Envestnet Asset Management, cutting an estimated $2.06M.
- 117 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $267M of Invesco CEF Income Composite ETF stock for Q2 2023, up 6.6% quarter-over-quarter.
- 12 funds opened new Invesco CEF Income Composite ETF positions in Q2 2023 and 10 closed out, a net change of +2 holders.
- The largest Invesco CEF Income Composite ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $5.05M added.
- The largest Invesco CEF Income Composite ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $2.06M sold.
Based on aggregated 13F filings for Q2 2023.