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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$19.67 +0.07 (+0.36%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$19.64 -0.03 (-0.13%)
As of 07/25/2025 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco CEF Income Composite ETF (NYSEARCA:PCEF)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$169.60M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$24.51M
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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
7/25/2025 Atria Wealth Solutions Inc.15,263$298K0.0%-72.0%0.037%
7/25/2025 Envestnet Portfolio Solutions Inc.11,180$218K0.0%-55.4%0.027%
7/25/2025 Endowment Wealth Management Inc.21,888$428K0.2%+10.1%0.052%
7/25/2025 CWM LLC3,046$60K0.0%-29.9%0.007%
7/21/2025 Future Financial Wealth Managment LLC55,349$1.08M0.7%+1.9%0.133%
7/21/2025 Ameritas Advisory Services LLC4,687$92K0.0%N/A0.011%
7/21/2025 TFG Advisers LLC14,998$293K0.1%+4.7%0.036%
7/18/2025 Truist Financial Corp74,536$1.43M0.0%-14.7%0.179%
7/17/2025 Janney Montgomery Scott LLC25,842$505K0.0%-9.1%0.062%
7/14/2025 Buska Wealth Management LLC19,886$389K0.1%+3.4%0.048%
7/14/2025 GAMMA Investing LLC75,127$1.47M0.1%-65.9%0.180%
7/11/2025 Farther Finance Advisors LLC6,544$128K0.0%+129.3%0.016%
7/10/2025 Wealth Enhancement Advisory Services LLC469,408$9.26M0.0%+6.9%1.125%
7/8/2025 Goldstone 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%
5/9/2025 Endowment Wealth Management Inc.19,889$375K0.2%+5.3%0.048%
5/9/2025 Atria 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%
5/5/2025 IFP 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%
4/28/2025 Von 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%
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4/22/2025Cambridge Investment Research Advisors Inc.233,941$4.41M0.0%+9.1%0.565%
4/21/2025 Envestnet Portfolio Solutions Inc.25,072$473K0.0%+96.2%0.061%
4/21/2025 Marino Stram & Associates LLC46,515$877K0.2%+7.2%0.112%
4/17/2025 Janney Montgomery Scott LLC28,420$536K0.0%+14.7%0.069%
4/16/2025 Wealth Enhancement Advisory Services LLC438,955$8.27M0.0%-5.2%1.061%
4/16/2025 Goldstone Financial Group LLC54,322$1.02M0.2%-17.8%0.131%
4/16/2025BTS Asset Management Inc.16,416$309K0.3%N/A0.040%
4/15/2025 GAMMA Investing LLC220,231$4.15M0.3%+8.0%0.532%
4/14/2025 Farther Finance Advisors LLC2,854$54K0.0%N/A0.007%
4/9/2025 Buska Wealth Management LLC19,235$363K0.1%+24.2%0.046%
4/9/2025 NBC Securities Inc.2,403$45K0.0%+120,050.0%0.006%
4/9/2025 Future 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%
4/7/2025 GAMMA Investing LLC4,151,354$782.53M0.1%+1,935.5%10.030%
3/17/2025 Wealth Enhancement Advisory Services LLC462,798$8.87M0.0%+16.6%1.114%
3/4/2025 Buska Wealth Management LLC15,493$297K0.1%+27.4%0.036%
2/28/2025Menard Financial Group LLC2,960$57K0.0%N/A0.007%
2/21/2025 Vermillion 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%
2/14/2025MML Investors Services LLC188,552$3.61M0.0%+2.0%0.472%
2/14/2025Concourse Financial Group Securities Inc.43,153$855K0.0%-18.1%0.108%
2/13/2025NewEdge Advisors LLC36,638$702K0.0%-4.7%0.092%
2/13/2025Rockefeller Capital Management L.P.102,298$1.96M0.0%-1.9%0.256%
2/13/2025Raymond James Financial Inc.968,208$18.55M0.0%N/A2.426%
2/13/2025Envestnet Asset Management Inc.2,440,952$46.77M0.0%+6.4%6.116%
2/13/2025Wells Fargo & Company MN2,239,562$42.91M0.0%+8.4%5.612%
2/12/2025Summit Financial LLC12,172$233K0.0%N/A0.030%
2/12/2025JPMorgan Chase & Co.11,590$222K0.0%+2,475.6%0.029%
2/11/2025LPL Financial LLC974,442$18.67M0.0%+1.4%2.442%
2/11/2025Sykon Capital LLC204,742$3.92M1.4%+41.9%0.513%
2/11/2025VSM Wealth Advisory LLC4,462$85K0.0%N/A0.011%
2/10/2025 Envestnet Portfolio Solutions Inc.12,782$245K0.0%+20.7%0.032%
2/10/2025Commonwealth Equity Services LLC451,201$8.65M0.0%-2.2%1.131%
2/10/2025Avantax Advisory Services Inc.40,343$773K0.0%+85.4%0.101%
2/7/2025HighTower Advisors LLC176,715$3.39M0.0%-10.3%0.443%
2/7/2025 Endowment Wealth Management Inc.18,895$362K0.2%+6.1%0.047%
2/7/2025Independent Advisor Alliance625,241$11.98M0.2%N/A1.567%
2/6/2025Raymond James Financial Inc.968,208$18.55M0.0%N/A2.426%
2/5/2025Oppenheimer & Co. Inc.43,374$831K0.0%+8.8%0.109%
2/4/2025WealthShield Partners LLC58,468$1.12M0.2%-7.8%0.146%
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2/3/2025Private Advisor Group LLC25,949$497K0.0%-4.6%0.065%
2/3/2025Pasadena Private Wealth LLC24,712$473K0.1%-12.1%0.062%
1/31/2025 Truist Financial Corp86,334$1.65M0.0%-11.3%0.216%
1/30/2025Adell Harriman & Carpenter Inc.81,600$1.56M0.1%+99.5%0.204%
1/28/2025Compass Financial Services Inc20,072$385K0.2%N/A0.050%
1/28/2025Stephens Inc. AR87,845$1.68M0.0%+7.7%0.220%
1/28/2025 Apollon Wealth Management LLC43,633$836K0.0%+16.4%0.109%
1/28/2025Mezzasalma Advisors LLC10,830$207K0.1%N/A0.027%
1/27/2025Money Concepts Capital Corp11,847$227K0.0%+8.9%0.030%
1/24/2025Panoramic Investment Advisors LLC46,254$886K0.6%+36.3%0.116%
(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. ($49.66M), Wells Fargo & Company MN ($42.91M), Royal Bank of Canada ($40.29M), Ameriprise Financial Inc. ($31.84M), Raymond James Financial Inc. ($19.14M), LPL Financial LLC ($18.07M), and Bank of America Corp DE ($17.62M).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 81 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. ($1.98M), Envestnet Asset Management Inc. ($1.23M), 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 8,923,377 shares in the last 24 months. This purchase volume represents approximately $169.60M in transactions.

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

Of the 40 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: Truist Financial Corp ($340.43K), GAMMA Investing LLC ($145.10K), Dumont & Blake Investment Advisors LLC ($141.42K), Pathway Financial Advisers LLC ($102.94K), HighTower Advisors LLC ($83.07K), Ameriprise Financial Inc. ($69.56K), and Wealth Enhancement Advisory Services LLC ($59.40K).

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

Institutional investors have sold a total of 1,275,535 shares in the last 24 months. This volume of shares sold represents approximately $24.51M in transactions.


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This page (NYSEARCA:PCEF) was last updated on 7/27/2025 by MarketBeat.com Staff
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