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Invesco CEF Income Composite ETF (PCEF) Institutional Ownership

Invesco CEF Income Composite ETF logo
$19.63 -0.03 (-0.15%)
As of 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)
38
Total
Institutional Inflows
(last 12 months)
$43.52M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$19.56M
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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
1/21/2025Geneos 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%
11/15/2024MML Investors Services LLC184,860$3.64M0.0%+30.4%0.463%
11/15/2024Orion Portfolio Solutions LLC56,236$1.11M0.0%-6.3%0.141%
11/15/2024HighTower Advisors LLC197,015$3.88M0.0%-2.0%0.494%
11/14/2024Rockefeller Capital Management L.P.104,252$2.06M0.0%+34.1%0.261%
11/7/2024Thrivent Financial for Lutherans49,556$977K0.0%+157.9%0.124%
11/6/2024OneDigital Investment Advisors LLC12,357$244K0.0%-4.1%0.031%
11/6/2024Endowment Wealth Management Inc.17,817$351K0.2%-6.5%0.045%
11/6/2024Oppenheimer & Co. Inc.39,884$786K0.0%+32.7%0.100%
11/5/2024Apollon Wealth Management LLC37,488$739K0.0%-21.6%0.094%
10/28/2024Gladstone Institutional Advisory LLC20,901$412K0.0%-19.5%0.052%
10/28/2024Stephens Inc. AR81,561$1.61M0.0%+50.6%0.204%
10/28/2024 Goldstone Financial Group LLC61,030$1.20M0.2%N/A0.153%
10/25/2024Pathway Financial Advisers LLC7,624$150K0.0%-87.0%0.019%
10/25/2024Adell 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%
10/24/2024Pathway Financial Advisers LLC7,624$150K0.0%-87.0%0.019%
10/23/2024Dumont & Blake Investment Advisors LLC138,138$2.72M0.7%-49.7%0.346%
10/22/2024Private Advisor Group LLC27,195$536K0.0%-4.1%0.068%
10/11/2024Creative Planning99,606$1.96M0.0%-9.8%0.250%
10/10/2024Concourse Financial Group Securities Inc.52,683$1.04M0.1%-1.9%0.132%
10/9/2024Atlas 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%
8/20/2024Pathway 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%
8/16/2024Creative 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%
8/5/2024Private 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%
8/2/2024Adell Harriman & Carpenter Inc.32,900$619K0.0%+8.2%0.082%
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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%
7/26/2024Cambridge 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%
7/17/2024Atticus 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%
7/12/2024Atlas Private Wealth Advisors11,350$214K0.0%N/A0.028%
7/12/2024 Sax Wealth Advisors LLC12,500$235K0.0%N/A0.031%
7/10/2024CWM LLC4,746$89K0.0%-10.5%0.012%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.2,613$49K0.0%N/A0.007%
5/29/2024Pathway 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%
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%
5/6/2024TFG 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%
5/1/2024Concourse 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%
4/30/2024Private Advisor Group LLC29,382$554K0.0%-10.9%0.073%
4/29/2024Commonwealth Equity Services LLC470,712$8.87M0.0%+2.9%1.167%
4/25/2024Capital Investment Advisory Services LLC5,557$105K0.0%-45.0%0.014%
4/25/2024Cambridge 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%
4/18/2024Panoramic 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%
2/23/2024Chicago 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%
2/8/2024 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%
2/7/2024Cary 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%
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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%
2/6/2024 Merit 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%
2/1/2024CWM LLC21,333$383K0.0%+1,172.1%0.057%
(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, 102 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 78 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), Truist Financial Corp ($380.32K), Wells Fargo & Company MN ($265.66K), GAMMA Investing LLC ($203.95K), 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 5,439,051 shares in the last 24 months. This purchase volume represents approximately $97.97M in transactions.

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

Of the 65 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 ($318.48K), Envestnet Asset Management Inc. ($318.14K), Orion Portfolio Solutions LLC ($274.59K), LPL Financial LLC ($157.15K), Dumont & Blake Investment Advisors LLC ($154.96K), Pathway Financial Advisers LLC ($102.94K), and Belpointe Asset Management LLC ($79.76K).

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

Institutional investors have sold a total of 2,366,638 shares in the last 24 months. This volume of shares sold represents approximately $43.30M in transactions.


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This page (NYSEARCA:PCEF) was last updated on 1/21/2025 by MarketBeat.com Staff
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