PCEF icon

Invesco CEF Income Composite ETF

125 hedge funds and large institutions have $367M invested in Invesco CEF Income Composite ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
36
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.79M -$147K -7,517 -8%
OC
27
Oppenheimer & Co
New York
$1.54M +$312K +15,951 +25%
GI
28
GAMMA Investing
California
$1.47M -$2.84M -145,104 -66%
Truist Financial
29
Truist Financial
North Carolina
$1.43M -$247K -12,860 -15%
CWM
30
Cornerstone Wealth Management
Missouri
$1.25M +$1.25M +63,722 New
WP
31
WealthShield Partners
North Carolina
$1.21M +$79.3K +4,058 +7%
SF
32
Summit Financial
New Jersey
$1.21M +$811K +41,522 +204%
Creative Planning
33
Creative Planning
Kansas
$1.18M -$197K -10,060 -14%
FFWM
34
Future Financial Wealth Management
Ohio
$1.08M +$19.7K +1,007 +2%
GFG
35
Goldstone Financial Group
Illinois
$1.05M -$18.1K -918 -2%
PIA
36
Panoramic Investment Advisors
Colorado
$1M +$5.69K +291 +0.6%
Stifel Financial
37
Stifel Financial
Missouri
$965K -$18.9K -967 -2%
GWM
38
Geneos Wealth Management
Colorado
$956K -$721K -36,884 -43%
MSA
39
Marino Stram & Associates
Massachusetts
$909K
BCI
40
Brinker Capital Investments
Pennsylvania
$900K -$77K -3,940 -8%
NA
41
NewEdge Advisors
Louisiana
$759K +$23.7K +1,215 +3%
AAS
42
Avantax Advisory Services
Texas
$737K -$130K -6,664 -15%
KAS
43
Kestra Advisory Services
Texas
$693K +$9.56K +489 +1%
HWA
44
Heartwood Wealth Advisors
Virginia
$684K
BBL
45
Beck Bode LLC
Massachusetts
$578K -$260K -13,298 -31%
SFS
46
Sowell Financial Services
Arkansas
$560K +$2.56K +131 +0.5%
CPIG
47
Chicago Partners Investment Group
Illinois
$531K -$49.9K -2,552 -9%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$505K -$50.4K -2,578 -9%
PAG
49
Private Advisor Group
New Jersey
$504K -$8.4K -430 -2%
ACP
50
Argyle Capital Partners
California
$457K