We are live on ! Find out more
PCEF icon

Invesco CEF Income Composite ETF

127 hedge funds and large institutions have $369M invested in Invesco CEF Income Composite ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $352M → $369M (+$16.6M)

0.1% more ownership

Funds ownership: 45.09%45.19% (+0.1%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

2% less funds holding

Funds holding: 129127 (-2)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
39
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.79M -$140K -7,517 -8%
OC
27
Oppenheimer & Co
New York
$1.54M +$298K +15,951 +25%
GI
28
GAMMA Investing
California
$1.47M -$2.71M -145,104 -66%
Truist Financial
29
Truist Financial
North Carolina
$1.43M -$240K -12,860 -15%
CWM
30
Cornerstone Wealth Management
Missouri
$1.25M +$1.19M +63,722 New
WP
31
WealthShield Partners
North Carolina
$1.21M +$75.8K +4,058 +7%
SF
32
Summit Financial
New Jersey
$1.21M +$775K +41,522 +204%
Creative Planning
33
Creative Planning
Kansas
$1.18M -$188K -10,060 -14%
FFWM
34
Future Financial Wealth Management
Ohio
$1.08M +$18.8K +1,007 +2%
GFG
35
Goldstone Financial Group
Illinois
$1.05M -$17.1K -918 -2%
PIA
36
Panoramic Investment Advisors
Colorado
$1M +$5.43K +291 +0.6%
Stifel Financial
37
Stifel Financial
Missouri
$965K -$18.1K -967 -2%
IFG
38
Independent Financial Group
California
$962K +$236K +12,615 +34%
GWM
39
Geneos Wealth Management
Colorado
$956K -$689K -36,884 -43%
MSA
40
Marino Stram & Associates
Massachusetts
$909K
BCI
41
Brinker Capital Investments
Pennsylvania
$900K -$73.6K -3,940 -8%
NA
42
NewEdge Advisors
Louisiana
$759K +$22.7K +1,215 +3%
AAS
43
Avantax Advisory Services
Texas
$737K -$124K -6,664 -15%
KAS
44
Kestra Advisory Services
Texas
$693K +$9.13K +489 +1%
HWA
45
Heartwood Wealth Advisors
Virginia
$684K
BBL
46
Beck Bode LLC
Massachusetts
$578K -$248K -13,298 -31%
SFS
47
Sowell Financial Services
Arkansas
$560K +$2.45K +131 +0.5%
CPIG
48
Chicago Partners Investment Group
Illinois
$531K -$47.6K -2,552 -9%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$505K -$48.1K -2,578 -9%
PAG
50
Private Advisor Group
New Jersey
$504K -$8.03K -430 -2%

PCEF Hedge Fund Activity: Q2 2025 in Review

127 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q2 2025, worth a combined $369M — up 4.7% from $352M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PCEF and 14 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 39 added.

The largest buyer was Larson Financial Group, adding an estimated $9.6M. The largest seller was Royal Bank of Canada, cutting an estimated $5.6M.

  • 127 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q2 2025, down from 129 in Q1 2025.
  • Funds reported $369M of Invesco CEF Income Composite ETF stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 14 funds opened new Invesco CEF Income Composite ETF positions in Q2 2025 and 15 closed out, a net change of -1 holder.
  • The largest Invesco CEF Income Composite ETF buyer in Q2 2025 was Larson Financial Group, an estimated $9.6M added.
  • The largest Invesco CEF Income Composite ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $5.6M sold.

Based on aggregated 13F filings for Q2 2025.