Invesco CEF Income Composite ETF
PCEF
118 hedge funds and large institutions have $279M invested in Invesco CEF Income Composite ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 12 closing their positions.
3.56% more ownership
Funds ownership: 39.67% → 43.23% (+3.6%)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
5% more capital invested
Capital invested by funds: $267M → $279M (+$12.9M)
1% more funds holding
Funds holding: 117 → 118 (+1)
22% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$17.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.4M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.81M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.42M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.42M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$1.25M |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
-$1.09M |
| 5 |
AI
AXS Investments
Port Chester,
New York
|
-$984K |
PCEF Hedge Fund Activity: Q3 2023 in Review
118 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q3 2023, worth a combined $279M — up 4.8% from $267M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PCEF positions and 12 closed out — a net gain of 1 holder — while 36 added to existing stakes and 46 trimmed.
The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $17.7M. The largest seller was Brinker Capital Investments, cutting an estimated $2.42M.
- 118 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q3 2023, up from 117 in Q2 2023.
- Funds reported $279M of Invesco CEF Income Composite ETF stock for Q3 2023, up 4.8% quarter-over-quarter.
- 13 funds opened new Invesco CEF Income Composite ETF positions in Q3 2023 and 12 closed out, a net change of +1 holder.
- The largest Invesco CEF Income Composite ETF buyer in Q3 2023 was Evergreen Capital Management, an estimated $17.7M added.
- The largest Invesco CEF Income Composite ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $2.42M sold.
Based on aggregated 13F filings for Q3 2023.