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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

124 hedge funds and large institutions have $356M invested in Invesco CEF Income Composite ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$38.1M
3
SC
3
Sykon Capital
New York
$2.84M
4
GI
4
GAMMA Investing
California
$2.63M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$976K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$18.9M
2
DBIA
2
Dumont & Blake Investment Advisors
New Jersey
$2.72M
3
Ameriprise
3
Ameriprise
Minnesota
$34.1M
4
PFA
4
Pathway Financial Advisers
Indiana
$150K
5
Bank of America
5
Bank of America
North Carolina
$18.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$45.2M 2,294,348 +359,813 +19%
Wells Fargo
2
Wells Fargo
California
$40.7M 2,065,844 -6,118 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$39.4M 1,997,308 +17,239 +0.9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$38.1M 1,935,310 +216,085 +13%
Ameriprise
5
Ameriprise
Minnesota
$34.1M 1,731,127 -70,276 -4%
LPL Financial
6
LPL Financial
California
$18.9M 961,309 -200,723 -17%
Bank of America
7
Bank of America
North Carolina
$18.2M 924,537 -41,872 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$14.4M 730,182 +35,548 +5%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$9.25M 469,151 +10,823 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.09M 461,278 -11,734 -2%
UBS Group
11
UBS Group
Switzerland
$7.88M 399,940 -18,882 -5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$7.82M 396,818 -35,561 -8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.46M 226,470 +21,533 +11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.14M 209,905 +4,166 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.88M 197,015 -4,015 -2%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.64M 184,860 +43,102 +30%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.43M 173,954 -13,542 -7%
SC
18
Sykon Capital
New York
$2.84M 144,280 +144,280 New
DBIA
19
Dumont & Blake Investment Advisors
New Jersey
$2.72M 138,138 -136,606 -50%
GI
20
GAMMA Investing
California
$2.63M 133,362 +133,362 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.05M 104,252 +26,485 +34%
Creative Planning
22
Creative Planning
Kansas
$1.96M 99,606 -10,770 -10%
Truist Financial
23
Truist Financial
North Carolina
$1.92M 97,364 -28,310 -23%
MFG
24
Merit Financial Group
Georgia
$1.89M 95,810 -2,803 -3%
Mariner
25
Mariner
Kansas
$1.86M 94,177 -5,436 -5%
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