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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$19.30
+0.09 (+0.47%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco CEF Income Composite ETF (NYSEARCA:PCEF)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$71.36M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$21.70M
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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
10/28/2024 Gladstone Institutional Advisory LLC20,901$412K0.0%-19.5%0.052%
10/28/2024 Stephens Inc. AR81,561$1.61M0.0%+50.6%0.204%
10/28/2024 Goldstone Financial Group LLC61,030$1.20M0.2%N/A0.153%
10/25/2024 Pathway 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%
10/24/2024 Pathway 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%
10/22/2024 Private Advisor Group LLC27,195$536K0.0%-4.1%0.068%
10/11/2024 Creative Planning99,606$1.96M0.0%-9.8%0.250%
10/10/2024 Concourse 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%
8/22/2024Cetera Investment Advisers204,937$3.86M0.0%+16.1%0.513%
8/21/2024Truist Financial Corp125,674$2.37M0.0%-71.6%0.315%
8/20/2024 Pathway Financial Advisers LLC58,639$1.10M0.4%-1.5%0.147%
8/16/2024Northwestern Mutual Wealth Management Co.1,918$36K0.0%+3,096.7%0.005%
8/16/2024 Creative Planning110,376$2.08M0.0%-0.7%0.277%
8/12/2024Beck Bode LLC113,636$2.14M0.4%-14.8%0.285%
8/8/2024Envestnet Asset Management Inc.1,934,535$36.41M0.0%+15.2%4.847%
8/5/2024 Private Advisor Group LLC28,361$534K0.0%-3.5%0.071%
8/5/2024 BTS Asset Management Inc.18,383$346K0.3%-24.8%0.046%
8/2/2024 Adell Harriman & Carpenter Inc.32,900$619K0.0%+8.2%0.082%
7/31/2024Commonwealth Equity Services LLC473,012$8.90M0.0%+0.5%1.185%
7/29/2024 UMB Bank n.a.6,306$119K0.0%N/A0.016%
7/26/2024 Cambridge Investment Research Advisors Inc.205,739$3.87M0.0%+1.3%0.516%
7/20/2024Raymond James Financial Services Advisors Inc.694,634$13.07M0.0%+100.1%1.741%
7/19/2024Pasadena Private Wealth LLC28,957$545K0.1%-36.4%0.073%
7/17/2024 Atticus Wealth Management LLC4,784$90K0.0%N/A0.012%
7/16/2024 Wealth Enhancement Advisory Services LLC432,379$8.14M0.0%+18.3%1.083%
7/12/2024 Atlas Private Wealth Advisors11,350$214K0.0%N/A0.028%
7/12/2024Sax Wealth Advisors LLC12,500$235K0.0%N/A0.031%
7/10/2024 CWM LLC4,746$89K0.0%-10.5%0.012%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.2,613$49K0.0%N/A0.007%
5/29/2024 Pathway Financial Advisers LLC59,552$1.12M0.4%N/A0.149%
5/24/2024Cetera Investment Advisers176,462$3.33M0.0%+301.0%0.442%
5/22/2024Beck Bode LLC133,341$2.51M0.5%-13.0%0.334%
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5/17/2024Comerica Bank30,807$581K0.0%-8.1%0.077%
5/9/2024Orion Portfolio Solutions LLC68,494$1.29M0.0%-3.5%0.172%
5/9/2024SageView Advisory Group LLC9,068$171K0.0%N/A0.023%
5/9/2024Endowment Wealth Management Inc.19,553$369K0.3%+41.5%0.049%
5/8/2024Avantax Advisory Services Inc.29,056$548K0.0%+8.9%0.073%
5/6/2024 TFG Advisers LLC14,151$267K0.1%-4.2%0.035%
5/4/2024Geneos Wealth Management Inc.42,832$807K0.0%-3.8%0.107%
5/1/2024 Janney Montgomery Scott LLC25,881$488K0.0%-3.1%0.065%
5/1/2024 Concourse Financial Group Securities Inc.53,793$1.01M0.1%+3.5%0.133%
5/1/2024Retirement Group LLC5,600$106K0.0%-14.3%0.014%
4/30/2024 Private Advisor Group LLC29,382$554K0.0%-10.9%0.073%
4/29/2024Commonwealth Equity Services LLC470,712$8.87M0.0%+2.9%1.167%
4/25/2024 Capital Investment Advisory Services LLC5,557$105K0.0%-45.0%0.014%
4/25/2024 Cambridge Investment Research Advisors Inc.203,188$3.83M0.0%+13.6%0.504%
4/24/2024Newbridge Financial Services Group Inc.24,922$470K0.2%-34.0%0.062%
4/23/2024Raymond 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%
4/16/2024Pasadena 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%
2/23/2024 Chicago Partners Investment Group LLC29,096$528K0.0%+37.2%0.078%
2/13/2024 TFG 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%
2/9/2024 Gladstone 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%
2/8/2024 Janney 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%
2/7/2024 Cary 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%
2/7/2024 Concourse 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%
2/6/2024 Private 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%
2/5/2024 Adell 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%
2/1/2024 Capital 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%
1/24/2024 Sowell 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%
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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%
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%
1/16/2024Raymond James Financial Services Advisors Inc.339,693$6.10M0.0%+26.5%0.915%
1/16/2024Raymond James & Associates21,039$378K0.0%-46.3%0.057%
1/11/2024Pasadena 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%
(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, 103 institutional investors and hedge funds held shares of Invesco CEF Income Composite ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($36.41M), Wells Fargo & Company MN ($27.11M), Evergreen Capital Management LLC ($17.44M), UBS Group AG ($14.73M), LPL Financial LLC ($14.61M), Raymond James Financial Services Advisors Inc. ($13.07M), and Advisor Group Holdings Inc. ($11.81M).Learn more on PCEF's institutional investors.

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

Of the 80 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. ($947.35K), Raymond James Financial Services Advisors Inc. ($538.27K), UBS Group AG ($486.77K), Truist Financial Corp ($380.32K), Wells Fargo & Company MN ($265.66K), and HighTower Advisors LLC ($189.57K).

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

Institutional investors have bought a total of 5,680,721 shares in the last 24 months. This purchase volume represents approximately $101.82M in transactions.

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

Of the 68 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: Envestnet Asset Management Inc. ($471.77K), Truist Financial Corp ($318.48K), Orion Portfolio Solutions LLC ($270.82K), LPL Financial LLC ($157.15K), Dumont & Blake Investment Advisors LLC ($154.96K), Belpointe Asset Management LLC ($114.22K), and Pathway Financial Advisers LLC ($102.94K).

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

Institutional investors have sold a total of 2,632,991 shares in the last 24 months. This volume of shares sold represents approximately $47.87M in transactions.


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This page (NYSEARCA:PCEF) was last updated on 11/2/2024 by MarketBeat.com Staff
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