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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$18.60 +0.16 (+0.87%)
Closing price 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)
58
Total
Institutional Inflows
(last 12 months)
$172.88M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$18.41M
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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
5/1/2025Stephens 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%
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%
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2/13/2025 Envestnet 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%
2/7/2025Endowment 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%
2/5/2025 Oppenheimer & Co. Inc.43,374$831K0.0%+8.8%0.109%
2/4/2025WealthShield Partners LLC58,468$1.12M0.2%-7.8%0.146%
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%
1/30/2025 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%
1/28/2025Stephens Inc. AR87,845$1.68M0.0%+7.7%0.220%
1/28/2025Apollon 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%
1/24/2025Panoramic 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%
1/24/2025Chicago 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%
1/21/2025Geneos Wealth Management Inc.43,026$824K0.0%+5.4%0.108%
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%
11/15/2024MML Investors Services LLC184,860$3.64M0.0%+30.4%0.463%
11/15/2024Orion Portfolio Solutions LLC56,236$1.11M0.0%-6.3%0.141%
11/15/2024HighTower Advisors LLC197,015$3.88M0.0%-2.0%0.494%
11/14/2024Rockefeller Capital Management L.P.104,252$2.06M0.0%+34.1%0.261%
11/7/2024Thrivent Financial for Lutherans49,556$977K0.0%+157.9%0.124%
11/6/2024 OneDigital Investment Advisors LLC12,357$244K0.0%-4.1%0.031%
11/6/2024Endowment Wealth Management Inc.17,817$351K0.2%-6.5%0.045%
11/6/2024 Oppenheimer & Co. Inc.39,884$786K0.0%+32.7%0.100%
11/5/2024Apollon Wealth Management LLC37,488$739K0.0%-21.6%0.094%
10/28/2024Gladstone Institutional Advisory LLC20,901$412K0.0%-19.5%0.052%
10/28/2024Stephens Inc. AR81,561$1.61M0.0%+50.6%0.204%
10/28/2024 Goldstone Financial Group LLC61,030$1.20M0.2%N/A0.153%
10/25/2024Pathway Financial Advisers LLC7,624$150K0.0%-87.0%0.019%
10/25/2024 Adell Harriman & Carpenter Inc.40,900$806K0.1%+24.3%0.102%
10/24/2024 Wealth Enhancement Advisory Services LLC396,818$7.82M0.0%-8.2%0.994%
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10/24/2024Pathway Financial Advisers LLC7,624$150K0.0%-87.0%0.019%
10/23/2024 Dumont & Blake Investment Advisors LLC138,138$2.72M0.7%-49.7%0.346%
10/22/2024Private Advisor Group LLC27,195$536K0.0%-4.1%0.068%
10/11/2024Creative Planning99,606$1.96M0.0%-9.8%0.250%
10/10/2024Concourse Financial Group Securities Inc.52,683$1.04M0.1%-1.9%0.132%
10/9/2024 Atlas Private Wealth Advisors10,800$213K0.0%-4.8%0.027%
10/8/2024 Future Financial Wealth Managment LLC71,006$1.40M1.0%+12.8%0.178%
10/8/2024 Heartwood Wealth Advisors LLC35,000$690K0.1%+2.3%0.088%
10/7/2024 GAMMA Investing LLC133,362$2.63M0.3%N/A0.334%
9/11/2024Newbridge Financial Services Group Inc.10,169$191K0.1%-59.2%0.025%
(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 ($39.88M), Ameriprise Financial Inc. ($31.84M), LPL Financial LLC ($18.67M), Raymond James Financial Inc. ($18.55M), 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 84 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. ($1.94M), 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 12,365,467 shares in the last 24 months. This purchase volume represents approximately $230.15M 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), Envestnet Asset Management Inc. ($318.14K), Orion Portfolio Solutions LLC ($274.59K), Dumont & Blake Investment Advisors LLC ($144.43K), LPL Financial LLC ($119.93K), Pathway Financial Advisers LLC ($102.94K), and Beck Bode LLC ($102.57K).

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

Institutional investors have sold a total of 2,295,782 shares in the last 24 months. This volume of shares sold represents approximately $42.23M in transactions.


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This page (NYSEARCA:PCEF) was last updated on 5/1/2025 by MarketBeat.com Staff
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