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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

116 hedge funds and large institutions have $348M invested in Invesco CEF Income Composite ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
37
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$78.6M
2
Truist Financial
2
Truist Financial
North Carolina
$7.25M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.8M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.79M

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.32M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$1.29M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.29M
5
GFG
5
Goldstone Financial Group
Illinois
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$78.6M 4,375,544 +2,421,909 +124%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$34.8M 1,939,252 +368,439 +23%
Ameriprise
3
Ameriprise
Minnesota
$31.8M 1,769,709 +131,089 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.5M 1,641,424 +376,778 +30%
Wells Fargo
5
Wells Fargo
California
$27.1M 1,509,494 +265,659 +21%
LPL Financial
6
LPL Financial
California
$20M 1,114,462 +260,382 +30%
Bank of America
7
Bank of America
North Carolina
$15.2M 846,386 -58,220 -6%
UBS Group
8
UBS Group
Switzerland
$14.7M 820,051 -48,719 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.22M 457,387 -13,066 -3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$7.79M 433,520 +351,074 +426%
Truist Financial
11
Truist Financial
North Carolina
$7.25M 403,753 +379,687 +1,578%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.1M 339,693 +71,103 +26%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$5.27M 293,571 +75,721 +35%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.32M 240,568 -167,324 -41%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.82M 212,831 +9,886 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.21M 178,900 -204 -0.1%
BBL
17
Beck Bode LLC
Massachusetts
$2.75M 153,296 -5,011 -3%
Creative Planning
18
Creative Planning
Kansas
$2.48M 137,982 -15,709 -10%
DBIA
19
Dumont & Blake Investment Advisors
New Jersey
$2.48M 137,800 -2,171 -2%
Mariner
20
Mariner
Kansas
$1.94M 107,881 +2,685 +3%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.78M 99,075 -1,515 -2%
MFG
22
Merit Financial Group
Georgia
$1.66M 92,335 -1,618 -2%
CAN
23
Cetera Advisor Networks
California
$1.64M 91,155 +35,042 +62%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.44M 79,973 -16,321 -17%
AI
25
AXS Investments
New York
$1.38M 76,679 +46,679 +156%
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