Free Trial
→ AI Bloodbath Coming on June 1st? (From Paradigm Press) (Ad) Buy PCEF Stock  Free PCEF Stock Alerts

Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$18.73 +0.03 (+0.16%)
As of 12:21 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco CEF Income Composite ETF (NYSEARCA:PCEF)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$179.33M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$20.99M
Get PCEF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco CEF Income Composite ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PCEF Institutional Buying and Selling by Quarter

Invesco CEF Income Composite ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.40,696$767K0.0%-5.4%0.098%
5/16/2025 NewEdge Advisors LLC37,621$709K0.0%+2.7%0.091%
5/15/2025 Royal Bank of Canada2,137,345$40.29M0.0%+2.7%5.155%
5/15/2025 Baird Financial Group Inc.426,822$8.05M0.0%-11.1%1.029%
5/15/2025 Beck Bode LLC42,857$808K0.2%-17.6%0.103%
5/14/2025 Northwestern Mutual Wealth Management Co.4,260$80K0.0%+184.0%0.010%
5/14/2025 Summit Financial LLC20,338$383K0.0%+67.1%0.049%
5/13/2025 Raymond James Financial Inc.1,015,382$19.14M0.0%+4.9%2.449%
5/13/2025 HighTower Advisors LLC117,965$2.22M0.0%-33.2%0.285%
5/9/2025 Chicago 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%
5/8/2025 Pasadena Private Wealth LLC18,119$342K0.1%-26.7%0.044%
5/7/2025 LPL Financial LLC958,620$18.07M0.0%-1.6%2.317%
5/7/2025 Panoramic Investment Advisors LLC50,912$960K0.6%+10.1%0.123%
5/6/2025 Cetera Investment Advisers418,075$7.88M0.0%+66.0%1.010%
5/6/2025 Avantax Advisory Services Inc.44,391$837K0.0%+10.0%0.107%
5/5/2025 IFP Advisors Inc1,620$31K0.0%+620.0%0.004%
5/2/2025 Larson Financial Group LLC58,014$1.09M0.1%N/A0.140%
5/1/2025 Stephens Inc. AR99,219$1.87M0.0%+12.9%0.240%
4/30/2025 Crossmark Global Holdings Inc.12,169$229K0.0%N/A0.029%
4/29/2025 Envestnet Asset Management Inc.2,634,410$49.66M0.0%+7.9%6.366%
4/29/2025 Adell 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%
4/23/2025 Oppenheimer & Co. Inc.62,663$1.18M0.0%+44.5%0.151%
4/22/2025 Cambridge 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%
4/16/2025 BTS 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%
4/8/2025 Dumont & 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%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69% dividend from Tesla… Which could put up to $7,013 in your pocket every month…

Click here to discover the new #1 way to invest in Tesla
3/4/2025 Buska Wealth Management LLC15,493$297K0.1%+27.4%0.036%
2/28/2025 Menard Financial Group LLC2,960$57K0.0%N/A0.007%
2/21/2025 Vermillion Wealth Management Inc.1,344$26K0.0%N/A0.003%
2/17/2025 Waverly Advisors LLC13,940$267K0.0%-4.2%0.035%
2/17/2025 Royal Bank of Canada2,081,260$39.88M0.0%+7.5%5.215%
2/17/2025 Gotham Asset Management LLC15,912$305K0.0%N/A0.040%
2/17/2025 CoreCap Advisors LLC7,415$142K0.0%-9.4%0.019%
2/17/2025 Cetera Investment Advisers251,864$4.83M0.0%+11.2%0.631%
2/17/2025 Baird Financial Group Inc.480,288$9.20M0.0%+2.4%1.203%
2/17/2025 Beck Bode LLC52,024$997K0.2%-32.8%0.130%
2/17/2025 Bank of America Corp DE919,381$17.62M0.0%-0.6%2.304%
2/17/2025 Ameriprise Financial Inc.1,661,564$31.84M0.0%-4.0%4.163%
2/14/2025 Jane Street Group LLC14,247$273K0.0%N/A0.036%
2/14/2025 Beacon Pointe Advisors LLC23,288$446K0.0%-16.4%0.058%
2/14/2025 MML Investors Services LLC188,552$3.61M0.0%+2.0%0.472%
2/14/2025 Concourse Financial Group Securities Inc.43,153$855K0.0%-18.1%0.108%
2/13/2025 NewEdge Advisors LLC36,638$702K0.0%-4.7%0.092%
2/13/2025 Rockefeller Capital Management L.P.102,298$1.96M0.0%-1.9%0.256%
2/13/2025 Raymond James Financial Inc.968,208$18.55M0.0%N/A2.426%
2/13/2025 Envestnet Asset Management Inc.2,440,952$46.77M0.0%+6.4%6.116%
2/13/2025 Wells Fargo & Company MN2,239,562$42.91M0.0%+8.4%5.612%
2/12/2025 Summit Financial LLC12,172$233K0.0%N/A0.030%
2/12/2025 JPMorgan Chase & Co.11,590$222K0.0%+2,475.6%0.029%
2/11/2025 LPL Financial LLC974,442$18.67M0.0%+1.4%2.442%
2/11/2025 Sykon Capital LLC204,742$3.92M1.4%+41.9%0.513%
2/11/2025 VSM Wealth Advisory LLC4,462$85K0.0%N/A0.011%
2/10/2025 Envestnet Portfolio Solutions Inc.12,782$245K0.0%+20.7%0.032%
2/10/2025 Commonwealth Equity Services LLC451,201$8.65M0.0%-2.2%1.131%
2/10/2025 Avantax Advisory Services Inc.40,343$773K0.0%+85.4%0.101%
2/7/2025 HighTower 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%
2/7/2025 Independent Advisor Alliance625,241$11.98M0.2%N/A1.567%
2/6/2025 Raymond James Financial Inc.968,208$18.55M0.0%N/A2.426%
2/5/2025 Oppenheimer & Co. Inc.43,374$831K0.0%+8.8%0.109%
2/4/2025 WealthShield Partners LLC58,468$1.12M0.2%-7.8%0.146%
2/3/2025 Private Advisor Group LLC25,949$497K0.0%-4.6%0.065%
2/3/2025 Pasadena Private Wealth LLC24,712$473K0.1%-12.1%0.062%
1/31/2025 Truist Financial Corp86,334$1.65M0.0%-11.3%0.216%
1/30/2025 Adell Harriman & Carpenter Inc.81,600$1.56M0.1%+99.5%0.204%
1/28/2025Compass Financial Services Inc20,072$385K0.2%N/A0.050%
1/28/2025 Stephens Inc. AR87,845$1.68M0.0%+7.7%0.220%
1/28/2025 Apollon Wealth Management LLC43,633$836K0.0%+16.4%0.109%
1/28/2025 Mezzasalma Advisors LLC10,830$207K0.1%N/A0.027%
1/27/2025 Money Concepts Capital Corp11,847$227K0.0%+8.9%0.030%
1/24/2025 Panoramic Investment Advisors LLC46,254$886K0.6%+36.3%0.116%
1/24/2025 GPS Wealth Strategies Group LLC8,318$159K0.0%-7.1%0.021%
1/24/2025 Chicago Partners Investment Group LLC29,046$562K0.0%+13.1%0.073%
1/23/2025 Dumont & Blake Investment Advisors LLC133,322$2.55M0.7%-3.5%0.334%
1/23/2025 Capital Investment Advisory Services LLC4,482$86K0.0%-36.9%0.011%
1/21/2025 Geneos Wealth Management Inc.43,026$824K0.0%+5.4%0.108%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69% dividend from Tesla… Which could put up to $7,013 in your pocket every month…

Click here to discover the new #1 way to invest in Tesla
1/15/2025 Merit Financial Group LLC85,320$1.64M0.0%-10.9%0.214%
1/15/2025 Goldstone Financial Group LLC66,122$1.27M0.2%+8.3%0.166%
1/13/2025 Future Financial Wealth Managment LLC59,222$1.14M0.8%-16.6%0.148%
1/3/2025 GAMMA Investing LLC203,948$3.91M0.3%+52.9%0.511%
11/15/2024 MML Investors Services LLC184,860$3.64M0.0%+30.4%0.463%
11/15/2024 Orion Portfolio Solutions LLC56,236$1.11M0.0%-6.3%0.141%
11/15/2024 HighTower Advisors LLC197,015$3.88M0.0%-2.0%0.494%
11/14/2024 Rockefeller Capital Management L.P.104,252$2.06M0.0%+34.1%0.261%
11/7/2024 Thrivent Financial for Lutherans49,556$977K0.0%+157.9%0.124%
11/6/2024 OneDigital Investment Advisors LLC12,357$244K0.0%-4.1%0.031%
(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, 113 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 PCEF's institutional investors.

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

Of the 82 institutional investors that purchased Invesco CEF Income Composite ETF 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. ($461.27K), 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 12,584,615 shares in the last 24 months. This purchase volume represents approximately $234.37M in transactions.

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

Of the 62 institutional investors that sold Invesco CEF Income Composite ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Truist Financial Corp ($329.51K), Orion Portfolio Solutions LLC ($274.59K), Dumont & Blake Investment Advisors LLC ($144.43K), Envestnet Asset Management Inc. ($114.83K), Pathway Financial Advisers LLC ($102.94K), HighTower Advisors LLC ($99.91K), and Beck Bode LLC ($95.92K).

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

Institutional investors have sold a total of 2,069,497 shares in the last 24 months. This volume of shares sold represents approximately $38.20M in transactions.


Related Companies

This page (NYSEARCA:PCEF) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
The Collapse Has Already Started — Your 401(k) Is Next
There's a major heist happening on American wealth in real time. Except this one doesn't involve masks or v...
American Hartford Gold | Sponsored
Elon’s 2025 Silver Crisis (What It Means for You)
Elon Musk is back in the spotlight—this time for fueling a global scramble for silver. Tesla's relentless p...
GoldenCrest Metals | Sponsored
The Secret Map of America, Declassified…
Locked inside a Maryland man’s private safe is a map. But not just any map, mind you… This map shows a “...
Banyan Hill Publishing | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
The Prophet's Newest Prediction
A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when pu...
Stansberry Research | Sponsored
Elon’s backup plan for AI
Elon knows the future isn’t about smarter AI — it’s about powering it. And this new technology is quietly b...
True Market Insiders | Sponsored