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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$20.26 +0.03 (+0.15%)
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)
52
Total
Institutional Inflows
(last 12 months)
$47.31M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$19.77M
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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
8/22/2026 NWF Advisory Services Inc.19,305$392K0.0%-4.9%0.048%
7/10/2026 Buska Wealth Management LLC17,808$362K0.1%-9.6%0.044%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,237$25K0.0%N/A0.003%
7/7/2026 GAMMA Investing LLC13,027$265K0.0%+129.6%0.032%
6/18/2026 Western Wealth Management LLC8,173$154K0.0%N/A0.020%
5/19/2026 Western Wealth Management LLC8,173$154K0.0%N/A0.020%
5/19/2026 Bank of America Corp DE951,608$17.91M0.0%+1.4%2.273%
5/18/2026 Royal Bank of Canada2,981,641$56.12M0.0%-2.1%7.121%
5/13/2026 Cetera Investment Advisers490,702$9.24M0.0%-10.4%1.172%
5/6/2026 Independent Financial Group LLC26,225$494K0.0%N/A0.063%
5/5/2026 Quartz Partners LLC11,509$217K0.1%-9.8%0.027%
5/5/2026 Geneos Wealth Management Inc.40,595$764K0.0%-11.8%0.097%
5/5/2026 Adell Harriman & Carpenter Inc.191,374$3.60M0.2%+10.8%0.457%
5/1/2026 Fifth Third Bancorp21,196$399K0.0%N/A0.051%
5/1/2026 WealthShield Partners LLC64,563$1.22M0.1%+2.2%0.154%
4/30/2026 Kestra Advisory Services LLC34,477$649K0.0%-15.4%0.082%
4/29/2026 Dumont & Blake Investment Advisors LLC124,501$2.34M0.6%-5.6%0.297%
4/28/2026 Ascentis Independent Advisors5,024$95K0.0%N/A0.012%
4/28/2026 Stephens Inc. AR111,640$2.10M0.0%+7.8%0.267%
4/23/2026 Intrua Financial LLC634,584$11.94M1.2%+8.7%1.521%
4/22/2026 Janney Montgomery Scott LLC23,289$438K0.0%-9.5%0.056%
3/17/2026 Rockefeller Capital Management L.P.92,270$1.83M0.0%-10.2%0.225%
3/3/2026 NWF Advisory Services Inc.20,605$410K0.0%-17.6%0.050%
2/18/2026 NewEdge Advisors LLC42,385$843K0.0%+3.4%0.104%
2/18/2026 Palisade Capital Management LP15,704$312K0.0%N/A0.038%
2/18/2026 Gotham Asset Management LLC36,739$730K0.0%+89.2%0.090%
2/18/2026 Argyle Capital Partners LLC22,839$454K0.3%-4.9%0.056%
2/17/2026 Cetera Investment Advisers547,607$10.89M0.0%-1.6%1.338%
2/17/2026 Osaic Holdings Inc.142,162$2.83M0.0%-21.6%0.347%
2/17/2026 &PARTNERS16,811$334K0.0%N/A0.041%
2/17/2026 Royal Bank of Canada3,044,256$60.52M0.0%+62.4%7.436%
2/16/2026 MML Investors Services LLC92,989$1.85M0.0%+2.8%0.227%
2/16/2026 Aptus Capital Advisors LLC7,068$141K0.0%-37.5%0.017%
2/13/2026 Stifel Financial Corp66,894$1.33M0.0%+7.5%0.163%
2/13/2026 Smartleaf Asset Management LLC28,864$574K0.0%-40.7%0.071%
2/13/2026 Wells Fargo & Company MN1,666,675$33.13M0.0%-15.4%4.071%
2/13/2026 Summit Financial LLC63,834$1.27M0.0%+7.7%0.156%
2/12/2026 Orion Porfolio Solutions LLC32,778$652K0.0%-22.2%0.080%
2/12/2026 Commonwealth Equity Services LLC415,430$8.26M0.0%-6.5%1.015%
2/12/2026 Sykon Capital LLC127,602$2.54M0.8%-24.8%0.312%
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2/12/2026 Steward Partners Investment Advisory LLC3,164$63K0.0%-26.1%0.008%
2/11/2026 LPL Financial LLC1,101,072$21.89M0.0%-0.5%2.689%
2/9/2026 Endowment Wealth Management Inc.27,628$549K0.3%+2.5%0.067%
2/9/2026 Harbour Investments Inc.32,762$651K0.0%+2.8%0.080%
2/9/2026 Clearstead Advisors LLC14,949$297K0.0%-10.4%0.037%
2/9/2026 Beck Bode LLC23,844$474K0.1%-4.6%0.058%
2/6/2026 Adell Harriman & Carpenter Inc.172,648$3.43M0.2%+18.5%0.422%
2/6/2026 PNC Financial Services Group Inc.10,205$203K0.0%-12.3%0.025%
2/6/2026 Larson Financial Group LLC953,156$18.95M0.6%+6.8%2.328%
2/6/2026 HighTower Advisors LLC92,516$1.84M0.0%-6.2%0.226%
2/5/2026 Intrua Financial LLC583,845$11.61M1.2%+10.5%1.426%
2/5/2026 Stephens Inc. AR103,539$2.06M0.0%-5.9%0.253%
2/5/2026 Panoramic Investment Advisors LLC54,905$1.09M0.6%+1.0%0.134%
2/3/2026 International Assets Investment Management LLC2,886$57K0.0%N/A0.007%
2/3/2026 WealthShield Partners LLC63,163$1.24M0.1%+1.2%0.153%
2/2/2026 Truist Financial Corp53,818$1.07M0.0%-4.8%0.130%
2/2/2026 Oppenheimer & Co. Inc.67,629$1.34M0.0%-22.2%0.164%
1/30/2026 Reicon Wealth Advisors LLC13,814$275K0.2%N/A0.033%
1/29/2026Comerica Bank20,216$402K0.0%-8.0%0.049%
1/29/2026 Dumont & Blake Investment Advisors LLC131,937$2.62M0.6%-4.0%0.319%
1/29/2026 UBS Group AG302,632$6.02M0.0%-2.8%0.731%
1/29/2026 NBC Securities Inc.9,796$195K0.0%+97.3%0.024%
1/28/2026 Geneos Wealth Management Inc.46,001$915K0.0%-2.3%0.111%
1/28/2026 Chicago Partners Investment Group LLC26,717$536K0.0%-3.0%0.065%
1/26/2026 Merit Financial Group LLC119,667$2.38M0.0%-31.8%0.289%
1/26/2026CWM LLC27,567$548K0.0%-3.8%0.067%
1/26/2026 BTS Asset Management Inc.15,153$301K0.4%N/A0.037%
1/23/2026 Farther Finance Advisors LLC5,606$111K0.0%-14.6%0.014%
1/22/2026 Buska Wealth Management LLC23,768$473K0.2%-2.6%0.057%
1/21/2026 Future Financial Wealth Managment LLC46,154$915K0.6%-19.7%0.112%
1/8/2026 Wealth Enhancement Advisory Services LLC417,400$8.34M0.0%-1.4%1.008%
1/7/2026 QP Wealth Management LLC14,827$295K0.3%N/A0.036%
11/18/2025 Advisory Services Network LLC1,979$40K0.0%N/A0.005%
11/17/2025 NewEdge Advisors LLC40,996$819K0.0%+5.6%0.095%
11/17/2025 Sykon Capital LLC169,758$3.39M1.1%+76.4%0.392%
11/17/2025 Larson Financial Group LLC892,450$17.82M0.6%+55.9%2.063%
11/17/2025 Bank of America Corp DE938,938$18.75M0.0%-0.2%2.170%
11/17/2025 Argyle Capital Partners LLC24,014$480K0.3%+2.8%0.055%
11/17/2025 Ameriprise Financial Inc.440,204$8.79M0.0%-11.1%1.017%
11/14/2025 Creative Planning40,351$806K0.0%-33.0%0.093%
11/14/2025 Raymond James Financial Inc.1,172,462$23.41M0.0%+1.7%2.710%
11/14/2025Comerica Bank21,965$439K0.0%+2.5%0.051%
11/14/2025 Newbridge Financial Services Group Inc.6,691$134K0.0%-10.2%0.015%
11/13/2025 UBS Group AG311,264$6.22M0.0%+4.2%0.719%
11/13/2025 Private Advisor Group LLC27,712$553K0.0%+7.3%0.064%
11/12/2025 Aptus Capital Advisors LLC11,303$226K0.0%N/A0.026%
11/12/2025 Orion Porfolio Solutions LLC42,148$842K0.0%-8.5%0.097%
11/12/2025 Level Four Advisory Services LLC13,767$275K0.0%+27.7%0.032%
11/12/2025Anfield Capital Management LLC3,663$73K0.0%-50.0%0.008%
11/12/2025 Buska Wealth Management LLC24,401$487K0.1%+22.7%0.056%
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11/10/2025 Clearstead Advisors LLC16,676$333K0.0%+9.5%0.039%
11/7/2025 Readystate Asset Management LP16,480$329K0.0%+9.5%0.038%
11/7/2025 HighTower Advisors LLC98,669$1.97M0.0%-4.4%0.228%
11/6/2025 Ameritas Advisory Services LLC2,447$49K0.0%-47.8%0.006%
11/6/2025 Endowment Wealth Management Inc.26,955$538K0.2%+23.1%0.062%
11/6/2025 Prospera Financial Services Inc14,179$283K0.0%+11.5%0.033%
11/6/2025 Oppenheimer & Co. Inc.86,974$1.74M0.0%+10.6%0.201%
11/5/2025 Smartleaf Asset Management LLC48,675$969K0.1%N/A0.112%
11/5/2025 Envestnet Asset Management Inc.2,898,455$57.88M0.0%+1.6%6.699%
11/4/2025 Adell Harriman & Carpenter Inc.145,649$2.91M0.2%+17.2%0.337%


PCEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 115 institutional investors and hedge funds held shares of Invesco CEF Income Composite ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($57.88M), Royal Bank of Canada ($56.12M), Wells Fargo & Company MN ($33.13M), Raymond James Financial Inc. ($23.41M), LPL Financial LLC ($21.89M), Larson Financial Group LLC ($18.95M), and Bank of America Corp DE ($17.91M).Learn more on Invesco CEF Income Composite ETF's institutional investors.

Of the 88 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. ($2.14M), Royal Bank of Canada ($1.37M), Independent Advisor Alliance ($625.24K), Envestnet Asset Management Inc. ($604.11K), Intrua Financial LLC ($574.03K), and Larson Financial Group LLC ($438.79K).

Institutional investors have bought a total of 2,384,741 shares in the last 24 months. This purchase volume represents approximately $47.31M in transactions.

Of the 46 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: Wells Fargo & Company MN ($304.12K), GAMMA Investing LLC ($71.08K), Cetera Investment Advisers ($65.71K), Royal Bank of Canada ($62.62K), Merit Financial Group LLC ($55.83K), Ameriprise Financial Inc. ($55.22K), and Wealth Enhancement Advisory Services LLC ($52.01K).

Institutional investors have sold a total of 1,000,796 shares in the last 24 months. This volume of shares sold represents approximately $19.77M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PCEF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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