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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$20.10 +0.04 (+0.20%)
Closing price 04:10 PM Eastern
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$19.98 -0.12 (-0.57%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco CEF Income Composite ETF (NYSEARCA:PCEF)

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$180.59M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$23.99M
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Skip Chart & View Institutional Buying and Selling Data

PCEF Institutional Buying and Selling by Quarter

Invesco CEF Income Composite ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2025GAMMA Investing LLC4,050$81K0.0%-94.6%0.010%
9/9/2025NWF Advisory Services Inc.25,000$488K0.1%+4.2%0.060%
9/4/2025Osaic Holdings Inc.185,311$3.62M0.0%+7.2%0.443%
8/27/2025Orion Porfolio Solutions LLC46,084$900K0.0%-7.9%0.110%
8/19/2025Newbridge Financial Services Group Inc.7,449$146K0.0%-24.9%0.018%
8/18/2025Geneos Wealth Management Inc.48,941$956K0.0%+20.3%0.117%
8/15/2025WFA of San Diego LLC2,300$45K0.0%N/A0.005%
8/15/2025Orion Porfolio Solutions LLC46,084$900K0.0%-7.9%0.110%
8/15/2025MML Investors Services LLC91,654$1.79M0.0%-7.6%0.219%
8/15/2025BNP Paribas Financial Markets1,396$27K0.0%-43.6%0.003%
8/15/2025Bank of America Corp DE941,215$18.39M0.0%+0.8%2.248%
8/15/2025Ameriprise Financial Inc.495,423$9.68M0.0%-25.1%1.184%
8/14/2025Raymond James Financial Inc.1,152,972$22.53M0.0%+13.6%2.754%
8/14/2025NewEdge Advisors LLC38,836$759K0.0%+3.2%0.093%
8/13/2025Baird Financial Group Inc.443,295$8.66M0.0%+3.9%1.059%
8/13/2025Beacon Pointe Advisors LLC12,189$238K0.0%-16.0%0.029%
8/13/2025Level Four Advisory Services LLC10,777$211K0.0%+5.0%0.026%
8/11/2025Sykon Capital LLC96,215$1.88M0.7%-21.1%0.230%
8/8/2025Rockefeller Capital Management L.P.103,038$2.01M0.0%+0.5%0.247%
8/8/2025Cetera Investment Advisers498,833$9.75M0.0%+19.3%1.193%
8/8/2025Creative Planning60,205$1.18M0.0%-14.3%0.144%
8/8/2025WealthShield Partners LLC62,100$1.21M0.1%+7.0%0.149%
8/8/2025Compass Financial Services Inc14,221$278K0.1%-30.0%0.034%
8/8/2025Intrua Financial LLC470,852$9.20M1.2%+237.9%1.126%
8/8/2025Beck Bode LLC29,559$578K0.1%-31.0%0.071%
8/5/2025GPS Wealth Strategies Group LLC6,305$123K0.0%-24.6%0.015%
8/4/2025Adell Harriman & Carpenter Inc.124,300$2.43M0.2%+4.6%0.297%
8/1/2025Envestnet Asset Management Inc.2,851,970$55.72M0.0%+8.3%6.823%
7/30/2025BG Investment Services Inc.15,726$307K0.4%N/A0.038%
7/29/2025Stephens Inc. AR104,870$2.05M0.0%+5.7%0.251%
7/29/2025Chicago Partners Investment Group LLC27,137$531K0.0%-8.6%0.065%
7/25/2025Atria Wealth Solutions Inc.15,263$298K0.0%-72.0%0.037%
7/25/2025Envestnet Portfolio Solutions Inc.11,180$218K0.0%-55.4%0.027%
7/25/2025Endowment Wealth Management Inc.21,888$428K0.2%+10.1%0.052%
7/25/2025CWM LLC3,046$60K0.0%-29.9%0.007%
7/21/2025Future Financial Wealth Managment LLC55,349$1.08M0.7%+1.9%0.133%
7/21/2025Ameritas Advisory Services LLC4,687$92K0.0%N/A0.011%
7/21/2025TFG Advisers LLC14,998$293K0.1%+4.7%0.036%
7/18/2025Truist Financial Corp74,536$1.43M0.0%-14.7%0.179%
7/17/2025Janney Montgomery Scott LLC25,842$505K0.0%-9.1%0.062%
7/14/2025Buska Wealth Management LLC19,886$389K0.1%+3.4%0.048%
7/14/2025GAMMA Investing LLC75,127$1.47M0.1%-65.9%0.180%
7/11/2025Farther Finance Advisors LLC6,544$128K0.0%+129.3%0.016%
7/10/2025Wealth Enhancement Advisory Services LLC469,408$9.26M0.0%+6.9%1.125%
7/8/2025Goldstone Financial Group LLC53,404$1.05M0.1%-1.7%0.128%
5/28/2025Intrua Financial LLC139,342$2.63M0.4%+130.1%0.336%
5/21/2025Geneos Wealth Management Inc.40,696$767K0.0%-5.4%0.098%
5/16/2025NewEdge Advisors LLC37,621$709K0.0%+2.7%0.091%
5/15/2025Royal Bank of Canada2,137,345$40.29M0.0%+2.7%5.155%
5/15/2025Baird Financial Group Inc.426,822$8.05M0.0%-11.1%1.029%
5/15/2025Beck Bode LLC42,857$808K0.2%-17.6%0.103%
5/14/2025Northwestern Mutual Wealth Management Co.4,260$80K0.0%+184.0%0.010%
5/14/2025Summit Financial LLC20,338$383K0.0%+67.1%0.049%
5/13/2025Raymond James Financial Inc.1,015,382$19.14M0.0%+4.9%2.449%
5/13/2025HighTower Advisors LLC117,965$2.22M0.0%-33.2%0.285%
5/9/2025Chicago Partners Investment Group LLC29,689$553K0.0%+2.2%0.072%
5/9/2025Endowment Wealth Management Inc.19,889$375K0.2%+5.3%0.048%
5/9/2025Atria Wealth Solutions Inc.54,525$1.03M0.0%+22.7%0.132%
5/8/2025Pasadena Private Wealth LLC18,119$342K0.1%-26.7%0.044%
5/7/2025LPL Financial LLC958,620$18.07M0.0%-1.6%2.317%
5/7/2025Panoramic Investment Advisors LLC50,912$960K0.6%+10.1%0.123%
5/6/2025Cetera Investment Advisers418,075$7.88M0.0%+66.0%1.010%
5/6/2025Avantax Advisory Services Inc.44,391$837K0.0%+10.0%0.107%
5/5/2025IFP Advisors Inc1,620$31K0.0%+620.0%0.004%
5/2/2025Larson Financial Group LLC58,014$1.09M0.1%N/A0.140%
5/1/2025Stephens Inc. AR99,219$1.87M0.0%+12.9%0.240%
4/30/2025Crossmark Global Holdings Inc.12,169$229K0.0%N/A0.029%
4/29/2025Envestnet Asset Management Inc.2,634,410$49.66M0.0%+7.9%6.366%
4/29/2025Adell Harriman & Carpenter Inc.118,800$2.24M0.2%+45.6%0.287%
4/28/2025Von Berge Wealth Management Group LLC11,835$215K0.1%N/A0.029%
4/23/2025Oppenheimer & Co. Inc.62,663$1.18M0.0%+44.5%0.151%
4/22/2025Cambridge Investment Research Advisors Inc.233,941$4.41M0.0%+9.1%0.565%
4/21/2025Envestnet Portfolio Solutions Inc.25,072$473K0.0%+96.2%0.061%
4/21/2025Marino Stram & Associates LLC46,515$877K0.2%+7.2%0.112%
4/17/2025Janney Montgomery Scott LLC28,420$536K0.0%+14.7%0.069%
4/16/2025Wealth Enhancement Advisory Services LLC438,955$8.27M0.0%-5.2%1.061%
4/16/2025Goldstone Financial Group LLC54,322$1.02M0.2%-17.8%0.131%
4/16/2025BTS Asset Management Inc.16,416$309K0.3%N/A0.040%
4/15/2025GAMMA Investing LLC220,231$4.15M0.3%+8.0%0.532%
4/14/2025Farther Finance Advisors LLC2,854$54K0.0%N/A0.007%
4/9/2025Buska Wealth Management LLC19,235$363K0.1%+24.2%0.046%
4/9/2025NBC Securities Inc.2,403$45K0.0%+120,050.0%0.006%
4/9/2025Future Financial Wealth Managment LLC54,342$1.02M0.8%-8.2%0.131%
4/8/2025Dumont & Blake Investment Advisors LLC137,687$2.60M0.7%+3.3%0.333%
4/7/2025GAMMA Investing LLC4,151,354$782.53M0.1%+1,935.5%10.030%
3/17/2025Wealth Enhancement Advisory Services LLC462,798$8.87M0.0%+16.6%1.114%
3/4/2025Buska Wealth Management LLC15,493$297K0.1%+27.4%0.036%
2/28/2025Menard Financial Group LLC2,960$57K0.0%N/A0.007%
2/21/2025Vermillion Wealth Management Inc.1,344$26K0.0%N/A0.003%
2/17/2025Waverly Advisors LLC13,940$267K0.0%-4.2%0.035%
2/17/2025Royal Bank of Canada2,081,260$39.88M0.0%+7.5%5.215%
2/17/2025Gotham Asset Management LLC15,912$305K0.0%N/A0.040%
2/17/2025CoreCap Advisors LLC7,415$142K0.0%-9.4%0.019%
2/17/2025Cetera Investment Advisers251,864$4.83M0.0%+11.2%0.631%
2/17/2025Baird Financial Group Inc.480,288$9.20M0.0%+2.4%1.203%
2/17/2025Beck Bode LLC52,024$997K0.2%-32.8%0.130%
2/17/2025Bank of America Corp DE919,381$17.62M0.0%-0.6%2.304%
2/17/2025Ameriprise Financial Inc.1,661,564$31.84M0.0%-4.0%4.163%
2/14/2025Jane Street Group LLC14,247$273K0.0%N/A0.036%
2/14/2025Beacon Pointe Advisors LLC23,288$446K0.0%-16.4%0.058%
(Data available from 1/1/2016 forward)

PCEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCEF shares?

During the previous two years, 111 institutional investors and hedge funds held shares of Invesco CEF Income Composite ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($55.72M), Wells Fargo & Company MN ($42.91M), Royal Bank of Canada ($40.29M), Raymond James Financial Inc. ($22.53M), Bank of America Corp DE ($18.39M), LPL Financial LLC ($18.07M), and Evergreen Capital Management LLC ($17.44M).Learn more on Invesco CEF Income Composite ETF's institutional investors.

Which institutional investors have been buying Invesco CEF Income Composite ETF's stock?

Of the 82 institutional investors that purchased Invesco CEF Income Composite ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($4.17M), Raymond James Financial Inc. ($2.12M), Envestnet Asset Management Inc. ($1.45M), Evergreen Capital Management LLC ($991.71K), Independent Advisor Alliance ($625.24K), Raymond James Financial Services Advisors Inc. ($445.74K), and Wells Fargo & Company MN ($439.38K).

How much institutional buying is happening at Invesco CEF Income Composite ETF?

Institutional investors have bought a total of 9,474,626 shares in the last 24 months. This purchase volume represents approximately $180.59M in transactions.

Which of Invesco CEF Income Composite ETF's major shareholders have been selling company stock?

Of the 45 institutional investors that sold Invesco CEF Income Composite ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($235.68K), GAMMA Investing LLC ($216.18K), Dumont & Blake Investment Advisors LLC ($141.42K), Pathway Financial Advisers LLC ($102.03K), HighTower Advisors LLC ($83.07K), Wealth Enhancement Advisory Services LLC ($59.40K), and Baird Financial Group Inc. ($53.47K).

How much institutional selling is happening at Invesco CEF Income Composite ETF?

Institutional investors have sold a total of 1,234,059 shares in the last 24 months. This volume of shares sold represents approximately $23.99M in transactions.


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This page (NYSEARCA:PCEF) was last updated on 10/2/2025 by MarketBeat.com Staff
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