Invesco CEF Income Composite ETF
PCEF
118 hedge funds and large institutions have $339M invested in Invesco CEF Income Composite ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 11 closing their positions.
110% more capital inflows, than outflows
Capital inflows: $26M | Capital outflows: $12.4M
18% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 39
1.02% more ownership
Funds ownership: 43.8% → 44.82% (+1%)
0% more funds holding
Funds holding: 118 → 118 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.44M |
| 3 |
Sykon Capital
Harrison,
New York
|
+$1.83M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.32M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.21M |
| 2 |
Morgan Stanley
New York
|
-$3.18M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$495K |
| 4 |
Beck Bode LLC
Dedham,
Massachusetts
|
-$368K |
| 5 |
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$346K |
PCEF Hedge Fund Activity: Q1 2024 in Review
118 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q1 2024, worth a combined $339M — up 9.4% from $310M a quarter earlier.
Fund positioning in PCEF was balanced in Q1 2024: 11 funds opened new positions, 11 closed out, 46 added to existing stakes and 39 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11M. The largest seller was UBS Group, cutting an estimated $4.21M.
- 118 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $339M of Invesco CEF Income Composite ETF stock for Q1 2024, up 9.4% quarter-over-quarter.
- 11 funds opened new Invesco CEF Income Composite ETF positions in Q1 2024 and 11 closed out, a net change of 0 holders.
- The largest Invesco CEF Income Composite ETF buyer in Q1 2024 was Wells Fargo, an estimated $11M added.
- The largest Invesco CEF Income Composite ETF seller in Q1 2024 was UBS Group, an estimated $4.21M sold.
Based on aggregated 13F filings for Q1 2024.