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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$18.94 -0.03 (-0.13%)
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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)
$94.04M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$18.05M
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PCEF Institutional Buying and Selling by Quarter

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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
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%
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%
2/13/2025 Rockefeller Capital Management L.P.102,298$1.96M0.0%-1.9%0.256%
2/13/2025 Raymond James Financial Inc.968,208$18.55M0.0%N/A2.426%
2/13/2025 Envestnet Asset Management Inc.2,440,952$46.77M0.0%+6.4%6.116%
2/13/2025 Wells Fargo & Company MN2,239,562$42.91M0.0%+8.4%5.612%
2/12/2025 Summit Financial LLC12,172$233K0.0%N/A0.030%
2/12/2025 JPMorgan Chase & Co.11,590$222K0.0%+2,475.6%0.029%
2/11/2025 LPL Financial LLC974,442$18.67M0.0%+1.4%2.442%
2/11/2025 Sykon Capital LLC204,742$3.92M1.4%+41.9%0.513%
2/11/2025 VSM Wealth Advisory LLC4,462$85K0.0%N/A0.011%
2/10/2025 Envestnet Portfolio Solutions Inc.12,782$245K0.0%+20.7%0.032%
2/10/2025 Commonwealth Equity Services LLC451,201$8.65M0.0%-2.2%1.131%
2/10/2025 Avantax Advisory Services Inc.40,343$773K0.0%+85.4%0.101%
2/7/2025 HighTower Advisors LLC176,715$3.39M0.0%-10.3%0.443%
2/7/2025 Endowment Wealth Management Inc.18,895$362K0.2%+6.1%0.047%
2/7/2025 Independent Advisor Alliance625,241$11.98M0.2%N/A1.567%
2/6/2025 Raymond James Financial Inc.968,208$18.55M0.0%N/A2.426%
2/5/2025 Oppenheimer & Co. Inc.43,374$831K0.0%+8.8%0.109%
2/4/2025 WealthShield Partners LLC58,468$1.12M0.2%-7.8%0.146%
2/3/2025 Private Advisor Group LLC25,949$497K0.0%-4.6%0.065%
2/3/2025 Pasadena Private Wealth LLC24,712$473K0.1%-12.1%0.062%
1/31/2025 Truist Financial Corp86,334$1.65M0.0%-11.3%0.216%
1/30/2025 Adell Harriman & Carpenter Inc.81,600$1.56M0.1%+99.5%0.204%
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1/28/2025 Compass Financial Services Inc20,072$385K0.2%N/A0.050%
1/28/2025 Stephens Inc. AR87,845$1.68M0.0%+7.7%0.220%
1/28/2025 Apollon Wealth Management LLC43,633$836K0.0%+16.4%0.109%
1/28/2025 Mezzasalma Advisors LLC10,830$207K0.1%N/A0.027%
1/27/2025 Money Concepts Capital Corp11,847$227K0.0%+8.9%0.030%
1/24/2025 Panoramic Investment Advisors LLC46,254$886K0.6%+36.3%0.116%
1/24/2025 GPS Wealth Strategies Group LLC8,318$159K0.0%-7.1%0.021%
1/24/2025 Chicago Partners Investment Group LLC29,046$562K0.0%+13.1%0.073%
1/23/2025 Dumont & Blake Investment Advisors LLC133,322$2.55M0.7%-3.5%0.334%
1/23/2025 Capital Investment Advisory Services LLC4,482$86K0.0%-36.9%0.011%
1/21/2025 Geneos Wealth Management Inc.43,026$824K0.0%+5.4%0.108%
1/15/2025 Merit Financial Group LLC85,320$1.64M0.0%-10.9%0.214%
1/15/2025 Goldstone Financial Group LLC66,122$1.27M0.2%+8.3%0.166%
1/13/2025 Future Financial Wealth Managment LLC59,222$1.14M0.8%-16.6%0.148%
1/3/2025 GAMMA Investing LLC203,948$3.91M0.3%+52.9%0.511%
11/15/2024 MML Investors Services LLC184,860$3.64M0.0%+30.4%0.463%
11/15/2024 Orion Portfolio Solutions LLC56,236$1.11M0.0%-6.3%0.141%
11/15/2024 HighTower Advisors LLC197,015$3.88M0.0%-2.0%0.494%
11/14/2024 Rockefeller Capital Management L.P.104,252$2.06M0.0%+34.1%0.261%
11/7/2024 Thrivent Financial for Lutherans49,556$977K0.0%+157.9%0.124%
11/6/2024 OneDigital Investment Advisors LLC12,357$244K0.0%-4.1%0.031%
11/6/2024 Endowment Wealth Management Inc.17,817$351K0.2%-6.5%0.045%
11/6/2024 Oppenheimer & Co. Inc.39,884$786K0.0%+32.7%0.100%
11/5/2024 Apollon Wealth Management LLC37,488$739K0.0%-21.6%0.094%
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%
9/11/2024 Newbridge Financial Services Group Inc.10,169$191K0.1%-59.2%0.025%
8/22/2024 Cetera Investment Advisers204,937$3.86M0.0%+16.1%0.513%
8/21/2024 Truist 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%
8/16/2024 Northwestern 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%
8/12/2024 Beck Bode LLC113,636$2.14M0.4%-14.8%0.285%
8/8/2024 Envestnet 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%
Stop working weekends (do this 2-minute trick instead) (Ad)

Since the pandemic, the average mortgage payment has jumped from $1,427 to $2,047. That's an extra $600 every single month just vanishing from people's pockets. Meanwhile, credit card debt is hitting record highs, and savings accounts are at their lowest since 2008. Most folks are left with two options… Get a second job... or work overtime on weekends. But what if there was a third option? I just uncovered a shocking anomaly in the options market that could change everything... One that lets you target extra cash on days when most people make nothing - weekends. Think what that could mean for your monthly budget...

you can get the full story here
7/31/2024 Commonwealth 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%
7/19/2024 Pasadena 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%
7/12/2024 Sax Wealth Advisors LLC12,500$235K0.0%N/A0.031%
7/10/2024 CWM LLC4,746$89K0.0%-10.5%0.012%
(Data available from 1/1/2016 forward)

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PCEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PCEF shares?

During the previous two years, 112 institutional investors and hedge funds held shares of Invesco CEF Income Composite ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($46.77M), Wells Fargo & Company MN ($42.91M), Royal Bank of Canada ($39.88M), Ameriprise Financial Inc. ($31.84M), LPL Financial LLC ($18.67M), Raymond James Financial Inc. ($18.55M), and Bank of America Corp DE ($17.62M).Learn more on PCEF's institutional investors.

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

Of the 82 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: Raymond James Financial Inc. ($1.94M), Envestnet Asset Management Inc. ($1.04M), Evergreen Capital Management LLC ($991.71K), Independent Advisor Alliance ($625.24K), Raymond James Financial Services Advisors Inc. ($511.72K), Wells Fargo & Company MN ($439.38K), and Truist Financial Corp ($380.32K).

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

Institutional investors have bought a total of 8,210,699 shares in the last 24 months. This purchase volume represents approximately $151.73M in transactions.

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

Of the 63 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: Truist Financial Corp ($329.51K), Envestnet Asset Management Inc. ($318.14K), Orion Portfolio Solutions LLC ($274.59K), Dumont & Blake Investment Advisors LLC ($144.43K), LPL Financial LLC ($119.93K), Pathway Financial Advisers LLC ($102.94K), and Beck Bode LLC ($102.57K).

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

Institutional investors have sold a total of 2,284,821 shares in the last 24 months. This volume of shares sold represents approximately $42.01M in transactions.


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This page (NYSEARCA:PCEF) was last updated on 3/27/2025 by MarketBeat.com Staff
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