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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$20.30 0.00 (0.00%)
As of 07/2/2026 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)
60
Total
Institutional Inflows
(last 12 months)
$64.29M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$28.76M
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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
6/18/2026Western Wealth Management LLC8,173$154K0.0%N/A0.020%
5/19/2026Western Wealth Management LLC8,173$154K0.0%N/A0.020%
5/19/2026Bank of America Corp DE951,608$17.91M0.0%+1.4%2.273%
5/18/2026Royal Bank of Canada2,981,641$56.12M0.0%-2.1%7.121%
5/13/2026Cetera Investment Advisers490,702$9.24M0.0%-10.4%1.172%
5/6/2026Independent Financial Group LLC26,225$494K0.0%N/A0.063%
5/5/2026Quartz Partners LLC11,509$217K0.1%-9.8%0.027%
5/5/2026Geneos Wealth Management Inc.40,595$764K0.0%-11.8%0.097%
5/5/2026Adell Harriman & Carpenter Inc.191,374$3.60M0.2%+10.8%0.457%
5/1/2026Fifth Third Bancorp21,196$399K0.0%N/A0.051%
5/1/2026WealthShield Partners LLC64,563$1.22M0.1%+2.2%0.154%
4/30/2026Kestra Advisory Services LLC34,477$649K0.0%-15.4%0.082%
4/29/2026Dumont & Blake Investment Advisors LLC124,501$2.34M0.6%-5.6%0.297%
4/28/2026Ascentis Independent Advisors5,024$95K0.0%N/A0.012%
4/28/2026Stephens Inc. AR111,640$2.10M0.0%+7.8%0.267%
4/23/2026Intrua Financial LLC634,584$11.94M1.2%+8.7%1.521%
4/22/2026Janney Montgomery Scott LLC23,289$438K0.0%-9.5%0.056%
3/17/2026Rockefeller Capital Management L.P.92,270$1.83M0.0%-10.2%0.225%
3/3/2026NWF Advisory Services Inc.20,605$410K0.0%-17.6%0.050%
2/18/2026NewEdge Advisors LLC42,385$843K0.0%+3.4%0.104%
2/18/2026Palisade Capital Management LP15,704$312K0.0%N/A0.038%
2/18/2026Gotham Asset Management LLC36,739$730K0.0%+89.2%0.090%
2/18/2026Argyle Capital Partners LLC22,839$454K0.3%-4.9%0.056%
2/17/2026Cetera Investment Advisers547,607$10.89M0.0%-1.6%1.338%
2/17/2026Osaic Holdings Inc.142,162$2.83M0.0%-21.6%0.347%
2/17/2026&PARTNERS16,811$334K0.0%N/A0.041%
2/17/2026Royal Bank of Canada3,044,256$60.52M0.0%+62.4%7.436%
2/16/2026MML Investors Services LLC92,989$1.85M0.0%+2.8%0.227%
2/16/2026Aptus Capital Advisors LLC7,068$141K0.0%-37.5%0.017%
2/13/2026Stifel Financial Corp66,894$1.33M0.0%+7.5%0.163%
2/13/2026Smartleaf Asset Management LLC28,864$574K0.0%-40.7%0.071%
2/13/2026Wells Fargo & Company MN1,666,675$33.13M0.0%-15.4%4.071%
2/13/2026Summit Financial LLC63,834$1.27M0.0%+7.7%0.156%
2/12/2026Orion Porfolio Solutions LLC32,778$652K0.0%-22.2%0.080%
2/12/2026Commonwealth Equity Services LLC415,430$8.26M0.0%-6.5%1.015%
2/12/2026Sykon Capital LLC127,602$2.54M0.8%-24.8%0.312%
2/12/2026Steward Partners Investment Advisory LLC3,164$63K0.0%-26.1%0.008%
2/11/2026LPL Financial LLC1,101,072$21.89M0.0%-0.5%2.689%
2/9/2026Endowment Wealth Management Inc.27,628$549K0.3%+2.5%0.067%
2/9/2026Harbour Investments Inc.32,762$651K0.0%+2.8%0.080%
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2/9/2026Clearstead Advisors LLC14,949$297K0.0%-10.4%0.037%
2/9/2026Beck Bode LLC23,844$474K0.1%-4.6%0.058%
2/6/2026Adell Harriman & Carpenter Inc.172,648$3.43M0.2%+18.5%0.422%
2/6/2026PNC Financial Services Group Inc.10,205$203K0.0%-12.3%0.025%
2/6/2026Larson Financial Group LLC953,156$18.95M0.6%+6.8%2.328%
2/6/2026HighTower Advisors LLC92,516$1.84M0.0%-6.2%0.226%
2/5/2026Intrua Financial LLC583,845$11.61M1.2%+10.5%1.426%
2/5/2026Stephens Inc. AR103,539$2.06M0.0%-5.9%0.253%
2/5/2026Panoramic Investment Advisors LLC54,905$1.09M0.6%+1.0%0.134%
2/3/2026International Assets Investment Management LLC2,886$57K0.0%N/A0.007%
2/3/2026WealthShield Partners LLC63,163$1.24M0.1%+1.2%0.153%
2/2/2026Truist Financial Corp53,818$1.07M0.0%-4.8%0.130%
2/2/2026Oppenheimer & Co. Inc.67,629$1.34M0.0%-22.2%0.164%
1/30/2026Reicon Wealth Advisors LLC13,814$275K0.2%N/A0.033%
1/29/2026Comerica Bank20,216$402K0.0%-8.0%0.049%
1/29/2026Dumont & Blake Investment Advisors LLC131,937$2.62M0.6%-4.0%0.319%
1/29/2026UBS Group AG302,632$6.02M0.0%-2.8%0.731%
1/29/2026NBC Securities Inc.9,796$195K0.0%+97.3%0.024%
1/28/2026Geneos Wealth Management Inc.46,001$915K0.0%-2.3%0.111%
1/28/2026Chicago Partners Investment Group LLC26,717$536K0.0%-3.0%0.065%
1/26/2026Merit Financial Group LLC119,667$2.38M0.0%-31.8%0.289%
1/26/2026CWM LLC27,567$548K0.0%-3.8%0.067%
1/26/2026BTS Asset Management Inc.15,153$301K0.4%N/A0.037%
1/23/2026Farther Finance Advisors LLC5,606$111K0.0%-14.6%0.014%
1/22/2026Buska Wealth Management LLC23,768$473K0.2%-2.6%0.057%
1/21/2026Future Financial Wealth Managment LLC46,154$915K0.6%-19.7%0.112%
1/8/2026Wealth Enhancement Advisory Services LLC417,400$8.34M0.0%-1.4%1.008%
1/7/2026QP Wealth Management LLC14,827$295K0.3%N/A0.036%
11/18/2025Advisory Services Network LLC1,979$40K0.0%N/A0.005%
11/17/2025NewEdge Advisors LLC40,996$819K0.0%+5.6%0.095%
11/17/2025Sykon Capital LLC169,758$3.39M1.1%+76.4%0.392%
11/17/2025Larson Financial Group LLC892,450$17.82M0.6%+55.9%2.063%
11/17/2025Bank of America Corp DE938,938$18.75M0.0%-0.2%2.170%
11/17/2025Argyle Capital Partners LLC24,014$480K0.3%+2.8%0.055%
11/17/2025Ameriprise Financial Inc.440,204$8.79M0.0%-11.1%1.017%
11/14/2025Creative Planning40,351$806K0.0%-33.0%0.093%
11/14/2025Raymond James Financial Inc.1,172,462$23.41M0.0%+1.7%2.710%
11/14/2025Comerica Bank21,965$439K0.0%+2.5%0.051%
11/14/2025Newbridge Financial Services Group Inc.6,691$134K0.0%-10.2%0.015%
11/13/2025UBS Group AG311,264$6.22M0.0%+4.2%0.719%
11/13/2025Private Advisor Group LLC27,712$553K0.0%+7.3%0.064%
11/12/2025Aptus Capital Advisors LLC11,303$226K0.0%N/A0.026%
11/12/2025Orion Porfolio Solutions LLC42,148$842K0.0%-8.5%0.097%
11/12/2025Level Four Advisory Services LLC13,767$275K0.0%+27.7%0.032%
11/12/2025Anfield Capital Management LLC3,663$73K0.0%-50.0%0.008%
11/12/2025Buska Wealth Management LLC24,401$487K0.1%+22.7%0.056%
11/10/2025Clearstead Advisors LLC16,676$333K0.0%+9.5%0.039%
11/7/2025Readystate Asset Management LP16,480$329K0.0%+9.5%0.038%
11/7/2025HighTower Advisors LLC98,669$1.97M0.0%-4.4%0.228%
11/6/2025Ameritas Advisory Services LLC2,447$49K0.0%-47.8%0.006%
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11/6/2025Endowment Wealth Management Inc.26,955$538K0.2%+23.1%0.062%
11/6/2025Prospera Financial Services Inc14,179$283K0.0%+11.5%0.033%
11/6/2025Oppenheimer & Co. Inc.86,974$1.74M0.0%+10.6%0.201%
11/5/2025Smartleaf Asset Management LLC48,675$969K0.1%N/A0.112%
11/5/2025Envestnet Asset Management Inc.2,898,455$57.88M0.0%+1.6%6.699%
11/4/2025Adell Harriman & Carpenter Inc.145,649$2.91M0.2%+17.2%0.337%
11/4/2025Compass Financial Services Inc12,702$254K0.1%-10.7%0.029%
11/4/2025Thrivent Financial for Lutherans41,562$830K0.0%N/A0.096%
11/4/2025Cornerstone Wealth Management LLC61,236$1.22M0.1%-3.9%0.142%
11/3/2025Truist Financial Corp56,548$1.13M0.0%-24.1%0.131%


PCEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 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 94 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), Envestnet Asset Management Inc. ($860.03K), Independent Advisor Alliance ($625.24K), Intrua Financial LLC ($574.03K), and Larson Financial Group LLC ($438.79K).

Institutional investors have bought a total of 3,254,499 shares in the last 24 months. This purchase volume represents approximately $64.29M in transactions.

Of the 52 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), Ameriprise Financial Inc. ($221.34K), GAMMA Investing LLC ($216.18K), Sykon Capital LLC ($67.91K), Cetera Investment Advisers ($65.71K), Royal Bank of Canada ($62.62K), and Merit Financial Group LLC ($55.83K).

Institutional investors have sold a total of 1,461,008 shares in the last 24 months. This volume of shares sold represents approximately $28.76M in transactions.


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This page (NYSEARCA:PCEF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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