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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$19.97 -0.02 (-0.10%)
Closing price 08/29/2025 04:10 PM Eastern
Extended Trading
$19.96 0.00 (-0.03%)
As of 08/29/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$180.33M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$22.85M
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Skip Chart & View Institutional Buying and Selling Data

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
8/27/2025 Orion Porfolio Solutions LLC46,084$900K0.0%-7.9%0.110%
8/19/2025 Newbridge Financial Services Group Inc.7,449$146K0.0%-24.9%0.018%
8/18/2025 Geneos Wealth Management Inc.48,941$956K0.0%+20.3%0.117%
8/15/2025 WFA of San Diego LLC2,300$45K0.0%N/A0.005%
8/15/2025 Orion Porfolio Solutions LLC46,084$900K0.0%-7.9%0.110%
8/15/2025 MML Investors Services LLC91,654$1.79M0.0%-7.6%0.219%
8/15/2025 BNP Paribas Financial Markets1,396$27K0.0%-43.6%0.003%
8/15/2025 Bank of America Corp DE941,215$18.39M0.0%+0.8%2.248%
8/15/2025 Ameriprise Financial Inc.495,423$9.68M0.0%-25.1%1.184%
8/14/2025 Raymond James Financial Inc.1,152,972$22.53M0.0%+13.6%2.754%
8/14/2025 NewEdge Advisors LLC38,836$759K0.0%+3.2%0.093%
8/13/2025 Baird Financial Group Inc.443,295$8.66M0.0%+3.9%1.059%
8/13/2025 Beacon Pointe Advisors LLC12,189$238K0.0%-16.0%0.029%
8/13/2025 Level Four Advisory Services LLC10,777$211K0.0%+5.0%0.026%
8/11/2025 Sykon Capital LLC96,215$1.88M0.7%-21.1%0.230%
8/8/2025 Rockefeller Capital Management L.P.103,038$2.01M0.0%+0.5%0.247%
8/8/2025 Cetera Investment Advisers498,833$9.75M0.0%+19.3%1.193%
8/8/2025 Creative Planning60,205$1.18M0.0%-14.3%0.144%
8/8/2025 WealthShield Partners LLC62,100$1.21M0.1%+7.0%0.149%
8/8/2025 Compass Financial Services Inc14,221$278K0.1%-30.0%0.034%
8/8/2025 Intrua Financial LLC470,852$9.20M1.2%+237.9%1.126%
8/8/2025 Beck Bode LLC29,559$578K0.1%-31.0%0.071%
8/5/2025 GPS Wealth Strategies Group LLC6,305$123K0.0%-24.6%0.015%
8/4/2025 Adell Harriman & Carpenter Inc.124,300$2.43M0.2%+4.6%0.297%
8/1/2025 Envestnet Asset Management Inc.2,851,970$55.72M0.0%+8.3%6.823%
7/30/2025 BG Investment Services Inc.15,726$307K0.4%N/A0.038%
7/29/2025 Stephens Inc. AR104,870$2.05M0.0%+5.7%0.251%
7/29/2025 Chicago Partners Investment Group LLC27,137$531K0.0%-8.6%0.065%
7/25/2025 Atria Wealth Solutions Inc.15,263$298K0.0%-72.0%0.037%
7/25/2025 Envestnet Portfolio Solutions Inc.11,180$218K0.0%-55.4%0.027%
7/25/2025 Endowment Wealth Management Inc.21,888$428K0.2%+10.1%0.052%
7/25/2025 CWM LLC3,046$60K0.0%-29.9%0.007%
7/21/2025 Future Financial Wealth Managment LLC55,349$1.08M0.7%+1.9%0.133%
7/21/2025 Ameritas Advisory Services LLC4,687$92K0.0%N/A0.011%
7/21/2025 TFG Advisers LLC14,998$293K0.1%+4.7%0.036%
7/18/2025 Truist Financial Corp74,536$1.43M0.0%-14.7%0.179%
7/17/2025 Janney Montgomery Scott LLC25,842$505K0.0%-9.1%0.062%
7/14/2025 Buska Wealth Management LLC19,886$389K0.1%+3.4%0.048%
7/14/2025 GAMMA Investing LLC75,127$1.47M0.1%-65.9%0.180%
7/11/2025 Farther Finance Advisors LLC6,544$128K0.0%+129.3%0.016%
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7/10/2025 Wealth Enhancement Advisory Services LLC469,408$9.26M0.0%+6.9%1.125%
7/8/2025 Goldstone Financial Group LLC53,404$1.05M0.1%-1.7%0.128%
5/28/2025 Intrua Financial LLC139,342$2.63M0.4%+130.1%0.336%
5/21/2025 Geneos Wealth Management Inc.40,696$767K0.0%-5.4%0.098%
5/16/2025 NewEdge Advisors LLC37,621$709K0.0%+2.7%0.091%
5/15/2025 Royal Bank of Canada2,137,345$40.29M0.0%+2.7%5.155%
5/15/2025 Baird Financial Group Inc.426,822$8.05M0.0%-11.1%1.029%
5/15/2025 Beck Bode LLC42,857$808K0.2%-17.6%0.103%
5/14/2025 Northwestern Mutual Wealth Management Co.4,260$80K0.0%+184.0%0.010%
5/14/2025 Summit Financial LLC20,338$383K0.0%+67.1%0.049%
5/13/2025 Raymond James Financial Inc.1,015,382$19.14M0.0%+4.9%2.449%
5/13/2025 HighTower Advisors LLC117,965$2.22M0.0%-33.2%0.285%
5/9/2025 Chicago Partners Investment Group LLC29,689$553K0.0%+2.2%0.072%
5/9/2025 Endowment Wealth Management Inc.19,889$375K0.2%+5.3%0.048%
5/9/2025 Atria Wealth Solutions Inc.54,525$1.03M0.0%+22.7%0.132%
5/8/2025 Pasadena Private Wealth LLC18,119$342K0.1%-26.7%0.044%
5/7/2025 LPL Financial LLC958,620$18.07M0.0%-1.6%2.317%
5/7/2025 Panoramic Investment Advisors LLC50,912$960K0.6%+10.1%0.123%
5/6/2025 Cetera Investment Advisers418,075$7.88M0.0%+66.0%1.010%
5/6/2025 Avantax Advisory Services Inc.44,391$837K0.0%+10.0%0.107%
5/5/2025 IFP Advisors Inc1,620$31K0.0%+620.0%0.004%
5/2/2025 Larson Financial Group LLC58,014$1.09M0.1%N/A0.140%
5/1/2025 Stephens 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%
2/28/2025 Menard Financial Group LLC2,960$57K0.0%N/A0.007%
2/21/2025 Vermillion Wealth Management Inc.1,344$26K0.0%N/A0.003%
2/17/2025 Waverly Advisors LLC13,940$267K0.0%-4.2%0.035%
2/17/2025 Royal Bank of Canada2,081,260$39.88M0.0%+7.5%5.215%
2/17/2025 Gotham Asset Management LLC15,912$305K0.0%N/A0.040%
2/17/2025 CoreCap Advisors LLC7,415$142K0.0%-9.4%0.019%
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2/17/2025 Cetera Investment Advisers251,864$4.83M0.0%+11.2%0.631%
2/17/2025 Baird Financial Group Inc.480,288$9.20M0.0%+2.4%1.203%
2/17/2025 Beck Bode LLC52,024$997K0.2%-32.8%0.130%
2/17/2025 Bank of America Corp DE919,381$17.62M0.0%-0.6%2.304%
2/17/2025 Ameriprise Financial Inc.1,661,564$31.84M0.0%-4.0%4.163%
2/14/2025 Jane Street Group LLC14,247$273K0.0%N/A0.036%
2/14/2025 Beacon Pointe Advisors LLC23,288$446K0.0%-16.4%0.058%
2/14/2025 MML Investors Services LLC188,552$3.61M0.0%+2.0%0.472%
2/14/2025 Concourse Financial Group Securities Inc.43,153$855K0.0%-18.1%0.108%
2/13/2025 NewEdge Advisors LLC36,638$702K0.0%-4.7%0.092%
(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, 109 institutional investors and hedge funds held shares of Invesco CEF Income Composite ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($55.72M), Wells Fargo & Company MN ($42.91M), Royal Bank of Canada ($40.29M), Raymond James Financial Inc. ($22.53M), Bank of America Corp DE ($18.39M), LPL Financial LLC ($18.07M), and Evergreen Capital Management LLC ($17.44M).Learn more on Invesco CEF Income Composite ETF's institutional investors.

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

Of the 80 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. ($2.12M), Envestnet Asset Management Inc. ($1.45M), Evergreen Capital Management LLC ($991.71K), Independent Advisor Alliance ($625.24K), Raymond James Financial Services Advisors Inc. ($445.74K), 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 9,461,212 shares in the last 24 months. This purchase volume represents approximately $180.33M in transactions.

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

Of the 45 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: Ameriprise Financial Inc. ($235.68K), GAMMA Investing LLC ($145.10K), Dumont & Blake Investment Advisors LLC ($141.42K), Pathway Financial Advisers LLC ($102.03K), HighTower Advisors LLC ($83.07K), Wealth Enhancement Advisory Services LLC ($59.40K), and Baird Financial Group Inc. ($53.47K).

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

Institutional investors have sold a total of 1,177,735 shares in the last 24 months. This volume of shares sold represents approximately $22.85M in transactions.


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This page (NYSEARCA:PCEF) was last updated on 8/30/2025 by MarketBeat.com Staff
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