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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$57.46M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$23.89M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.203,188$3.83M0.0%+13.6%0.504%
4/24/2024 Newbridge Financial Services Group Inc.24,922$470K0.2%-34.0%0.062%
4/23/2024 Raymond James Financial Services Advisors Inc.347,135$6.54M0.0%+2.2%0.861%
4/22/2024 BTS Asset Management Inc.24,453$461K0.4%+12.5%0.061%
4/18/2024 Panoramic Investment Advisors LLC24,709$466K0.3%+20.9%0.061%
4/16/2024 Pasadena Private Wealth LLC45,550$859K0.2%+1.7%0.113%
4/16/2024 Wealth Enhancement Advisory Services LLC365,394$6.89M0.0%+24.5%0.906%
4/15/2024 Future Financial Wealth Managment LLC53,196$1.00M0.8%+23.5%0.132%
2/23/2024Chicago Partners Investment Group LLC29,096$528K0.0%+37.2%0.078%
2/13/2024TFG Advisers LLC14,779$265K0.1%-7.5%0.040%
2/9/2024Johnson Financial Group Inc.3,850$69K0.0%-36.5%0.010%
2/9/2024Orion Portfolio Solutions LLC70,986$1.29M0.0%-65.2%0.191%
2/9/2024AXS Investments LLC76,679$1.38M0.3%+155.6%0.207%
2/9/2024Wells Fargo & Company MN1,509,494$27.11M0.0%+21.4%4.065%
2/9/2024Gladstone Institutional Advisory LLC35,729$642K0.0%-16.6%0.096%
2/9/2024UBS Group AG820,051$14.73M0.0%-5.6%2.209%
2/8/2024Beacon Pointe Advisors LLC31,766$571K0.0%-40.1%0.086%
2/8/2024Janney Montgomery Scott LLC26,706$480K0.0%-9.5%0.072%
2/8/2024Pinnacle Wealth Planning Services Inc.17,500$314K0.0%-9.3%0.047%
2/7/2024Avantax Advisory Services Inc.26,676$479K0.0%+23.5%0.072%
2/7/2024Cary Street Partners Investment Advisory LLC25,216$453K0.0%-4.6%0.068%
2/7/2024Endowment Wealth Management Inc.13,815$248K0.2%-38.2%0.037%
2/7/2024Concourse Financial Group Securities Inc.51,983$934K0.1%-3.9%0.140%
2/6/2024Apollon Wealth Management LLC49,148$883K0.0%-7.2%0.132%
2/6/2024Private Advisor Group LLC32,986$592K0.0%-3.6%0.089%
2/6/2024Sykon Capital LLC66,755$1.20M0.5%N/A0.180%
2/6/2024Merit Financial Group LLC92,335$1.66M0.1%-1.7%0.249%
2/5/2024Beck Bode LLC153,296$2.75M0.6%-3.2%0.413%
2/5/2024Adell Harriman & Carpenter Inc.22,600$406K0.0%+51.2%0.061%
2/2/2024Truist Financial Corp403,753$7.25M0.0%+1,577.7%1.087%
2/2/2024Atria Wealth Solutions Inc.26,107$469K0.0%-16.0%0.070%
2/1/2024Capital Investment Advisory Services LLC10,102$181K0.0%-16.7%0.027%
2/1/2024 CWM LLC21,333$383K0.0%+1,172.1%0.057%
1/26/2024Geneos Wealth Management Inc.44,505$799K0.0%-28.6%0.120%
1/24/2024Sowell Financial Services LLC27,194$488K0.0%-3.8%0.073%
1/24/2024 International Assets Investment Management LLC14,027$252K0.0%N/A0.038%
1/23/2024WealthShield Partners LLC61,928$1.11M0.2%-7.1%0.167%
1/23/2024 Dumont & Blake Investment Advisors LLC137,800$2.48M0.8%-1.6%0.371%
1/23/2024 Panoramic Investment Advisors LLC20,443$367K0.3%+3.2%0.055%
1/18/2024 Future Financial Wealth Managment LLC43,078$774K0.8%-6.3%0.116%
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1/18/2024 BTS Asset Management Inc.21,743$391K0.3%-6.5%0.059%
1/17/2024 Heartwood Wealth Advisors LLC34,000$611K0.1%+2.7%0.092%
1/16/2024 Raymond James Financial Services Advisors Inc.339,693$6.10M0.0%+26.5%0.915%
1/16/2024 Raymond James & Associates21,039$378K0.0%-46.3%0.057%
1/11/2024 Pasadena Private Wealth LLC44,808$805K0.2%+6.2%0.121%
11/16/2023 Panoramic Investment Advisors LLC19,803$339K0.3%N/A0.053%
11/15/2023Evergreen Capital Management LLC991,711$17.44M0.8%N/A2.671%
11/14/2023Waverly Advisors LLC15,524$265K0.0%-6.8%0.042%
11/13/2023Mariner LLC105,196$1.80M0.0%-6.1%0.283%
11/13/2023LPL Financial LLC854,080$14.61M0.0%+13.4%2.300%
11/13/2023Envestnet Asset Management Inc.1,264,646$21.63M0.0%+101.2%3.406%
11/9/2023UBS Group AG868,770$14.86M0.0%+1.5%2.340%
11/8/2023HighTower Advisors LLC202,945$3.48M0.0%-7.7%0.547%
11/8/2023Janney Montgomery Scott LLC29,496$504K0.0%-11.9%0.079%
11/8/2023Atria Wealth Solutions Inc.31,088$532K0.0%-69.1%0.084%
11/8/2023Sowell Financial Services LLC28,257$483K0.0%-2.9%0.076%
11/8/2023Avantax Advisory Services Inc.21,602$369K0.0%-33.6%0.058%
11/7/2023Merit Financial Group LLC93,953$1.61M0.1%-22.8%0.253%
11/6/2023Aveo Capital Partners LLC16,215$277K0.0%-11.2%0.044%
11/4/2023 NBC Securities Inc.2,134$36K0.0%N/A0.006%
11/2/2023Capital Investment Advisory Services LLC12,121$207K0.0%-29.1%0.033%
11/2/2023Beck Bode LLC158,307$2.71M0.7%-2.6%0.426%
11/1/2023Csenge Advisory Group35,034$599K0.0%-40.5%0.094%
11/1/2023Orion Portfolio Solutions LLC203,995$3.49M0.0%-39.9%0.549%
10/31/2023Endowment Wealth Management Inc.22,350$382K0.3%-5.7%0.060%
10/30/2023Freedom Wealth Alliance LLC68,922$1.18M1.9%+3.9%0.186%
10/27/2023Oarsman Capital Inc.13,195$226K0.1%-28.8%0.036%
10/26/2023Chicago Partners Investment Group LLC21,206$343K0.0%-23.4%0.057%
10/25/2023WealthShield Partners LLC66,686$1.14M0.2%+1.2%0.180%
10/24/2023J.W. Cole Advisors Inc.15,013$257K0.0%-10.3%0.040%
10/24/2023 Raymond James Financial Services Advisors Inc.268,590$4.59M0.0%+7.9%0.723%
10/24/2023 Raymond James & Associates39,206$670K0.0%+5.0%0.106%
10/24/2023 Cambridge Investment Research Advisors Inc.179,104$3.06M0.0%-3.8%0.482%
10/23/2023Commonwealth Equity Services LLC470,453$8.05M0.0%-4.9%1.267%
10/17/2023 Newbridge Financial Services Group Inc.38,837$664K0.3%-6.5%0.105%
10/17/2023 Heartwood Wealth Advisors LLC33,100$566K0.1%+6.8%0.089%
10/11/2023Geneos Wealth Management Inc.62,369$1.07M0.1%+2.1%0.168%
10/11/2023AE Wealth Management LLC22,138$379K0.0%-45.8%0.060%
10/11/2023 Pasadena Private Wealth LLC42,181$721K0.2%N/A0.114%
10/11/2023Atlas Private Wealth Advisors19,410$332K0.1%-4.3%0.052%
10/5/2023QP Wealth Management LLC15,288$261K0.5%+9.2%0.041%
8/10/2023Osaic Holdings Inc.310,951$5.62M0.0%-9.8%0.837%
8/10/2023WFA of San Diego LLC2,525$46K0.0%N/A0.007%
8/10/2023Commonwealth Equity Services LLC494,608$8.94M0.0%-3.4%1.332%
8/10/2023Oarsman Capital Inc.18,542$335K0.1%-3.5%0.050%
8/10/2023AXS Investments LLC85,000$1.54M0.4%N/A0.229%
8/10/2023Cary Street Partners Investment Advisory LLC26,125$472K0.0%+2.8%0.070%
8/10/2023Beck Bode LLC162,524$2.94M0.7%-7.1%0.438%
8/10/2023Private Advisor Group LLC34,419$622K0.0%-2.8%0.093%
8/10/2023Cetera Advisor Networks LLC45,379$820K0.0%-6.5%0.122%
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8/10/2023Cetera Investment Advisers28,405$514K0.0%+58.9%0.077%
8/9/2023 Coastal Investment Advisors Inc.3,490$63K0.0%N/A0.009%
8/8/2023Geneos Wealth Management Inc.61,112$1.11M0.1%+30.5%0.165%
8/8/2023Chicago Partners Investment Group LLC27,694$505K0.0%-3.0%0.075%
8/4/2023Envestnet Asset Management Inc.628,589$11.37M0.0%-15.4%1.693%
8/4/2023Atlas Private Wealth Advisors20,280$367K0.1%+84.4%0.055%
8/4/2023Cullen Frost Bankers Inc.2,815$51K0.0%+181.5%0.008%
8/4/2023Oxbow Advisors LLC60,176$1.09M0.2%+19.0%0.162%
8/4/2023Adell Harriman & Carpenter Inc.14,650$266K0.0%N/A0.039%
8/4/2023Apollon Wealth Management LLC52,436$948K0.0%-8.5%0.141%
(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 Wells Fargo & Company MN ($27.11M), Envestnet Asset Management Inc. ($21.63M), Evergreen Capital Management LLC ($17.44M), UBS Group AG ($14.73M), LPL Financial LLC ($14.61M), Advisor Group Holdings Inc. ($11.81M), and Royal Bank of Canada ($11.12M).Learn more on PCEF's institutional investors.

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

Of the 89 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: Evergreen Capital Management LLC ($991.71K), Envestnet Asset Management Inc. ($815.19K), UBS Group AG ($486.77K), Truist Financial Corp ($387.45K), Raymond James Financial Services Advisors Inc. ($304.51K), Wells Fargo & Company MN ($265.66K), and WealthShield Partners LLC ($246.16K).

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

Institutional investors have bought a total of 5,940,866 shares in the last 24 months. This purchase volume represents approximately $109.34M in transactions.

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

Of the 74 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: UBS Group AG ($563.39K), Envestnet Asset Management Inc. ($508.32K), J.W. Cole Advisors Inc. ($391.51K), Orion Portfolio Solutions LLC ($268.33K), LPL Financial LLC ($206.80K), Belpointe Asset Management LLC ($114.22K), and Commonwealth Equity Services LLC ($110.38K).

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

Institutional investors have sold a total of 3,249,249 shares in the last 24 months. This volume of shares sold represents approximately $59.81M in transactions.


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This page (NYSEARCA:PCEF) was last updated on 4/25/2024 by MarketBeat.com Staff

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