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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

131 hedge funds and large institutions have $375M invested in Invesco CEF Income Composite ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
43
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$18.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$12M
3
Wells Fargo
3
Wells Fargo
California
$42.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$39.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$31.8M
2
UBS Group
2
UBS Group
Switzerland
$6.38M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BBL
5
Beck Bode LLC
Massachusetts
$997K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$46.8M 2,440,952 +146,604 +6%
Wells Fargo
2
Wells Fargo
California
$42.9M 2,239,562 +173,718 +8%
Morgan Stanley
3
Morgan Stanley
New York
$40.3M 2,103,478 +106,170 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$39.9M 2,081,260 +145,950 +8%
Ameriprise
5
Ameriprise
Minnesota
$31.8M 1,661,564 -69,563 -4%
LPL Financial
6
LPL Financial
California
$18.7M 974,442 +13,133 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$18.6M 968,208 +968,208 New
Bank of America
8
Bank of America
North Carolina
$17.6M 919,381 -5,156 -0.6%
IAA
9
Independent Advisor Alliance
North Carolina
$12M 625,241 +625,241 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$9.2M 480,288 +11,137 +2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$8.87M 462,798 +65,980 +17%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.65M 451,201 -10,077 -2%
UBS Group
13
UBS Group
Switzerland
$6.38M 333,136 -66,804 -17%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.83M 251,864 +25,394 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.11M 214,465 +4,560 +2%
SC
16
Sykon Capital
New York
$3.92M 204,742 +60,462 +42%
GI
17
GAMMA Investing
California
$3.91M 203,948 +70,586 +53%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.72M 194,188 +20,234 +12%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.61M 188,552 +3,692 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.39M 176,715 -20,300 -10%
DBIA
21
Dumont & Blake Investment Advisors
New Jersey
$2.55M 133,322 -4,816 -3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.96M 102,298 -1,954 -2%
Mariner
23
Mariner
Kansas
$1.81M 94,248 +71 +0.1%
SI
24
Stephens Inc
Arkansas
$1.68M 87,845 +6,284 +8%
Truist Financial
25
Truist Financial
North Carolina
$1.65M 86,334 -11,030 -11%
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