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Invesco CEF Income Composite ETF
PCEF

122 hedge funds and large institutions have $380M invested in Invesco CEF Income Composite ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 46.1% → 46.12% (+0.02%)

2% less capital invested

Capital invested by funds: $389M → $380M (-$8.92M)

2% less funds holding

Funds holding: 124 → 122 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.2M
2
Morgan Stanley
Morgan Stanley
New York
+$5.21M
3
LFG
Larson Financial Group
Missouri
+$1.21M
4
IF
Intrua Financial
Texas
+$1.11M
5
AHC
Adell Harriman & Carpenter
Texas
+$536K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$19.2M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.96M
3
Wells Fargo
Wells Fargo
California
-$6.04M
4
MFG
Merit Financial Group
Georgia
-$1.11M
5
SC
Sykon Capital
New York
-$837K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.83M -$209K -10,511 -10%
OC
27
Oppenheimer & Co
New York
$1.34M -$384K -19,345 -22%
Stifel Financial
28
Stifel Financial
Missouri
$1.33M +$93K +4,683 +8%
SF
29
Summit Financial
New Jersey
$1.27M +$90.6K +4,563 +8%
WP
30
WealthShield Partners
North Carolina
$1.24M +$14.9K +748 +1%
CWM
31
Cornerstone Wealth Management
Missouri
$1.22M +$397 +20 +0%
PIA
32
Panoramic Investment Advisors
Colorado
$1.09M +$10.4K +522 +1%
Truist Financial
33
Truist Financial
North Carolina
$1.07M -$54.2K -2,730 -5%
GFG
34
Goldstone Financial Group
Illinois
$1.04M -$15.2K -763 -1%
IFG
35
Independent Financial Group
California
$952K -$44.1K -2,220 -4%
MSA
36
Marino Stram & Associates
Massachusetts
$925K – – –
FFWM
37
Future Financial Wealth Management
Ohio
$915K -$225K -11,345 -20%
GWM
38
Geneos Wealth Management
Colorado
$915K -$21.8K -1,097 -2%
NA
39
NewEdge Advisors
Louisiana
$843K +$27.6K +1,389 +3%
KAS
40
Kestra Advisory Services
Texas
$811K +$9.33K +470 +1%
GAM
41
Gotham Asset Management
New York
$730K +$344K +17,321 +89%
HWA
42
Heartwood Wealth Advisors
Virginia
$696K – – –
Creative Planning
43
Creative Planning
Kansas
$692K -$110K -5,558 -14%
BCI
44
Brinker Capital Investments
Pennsylvania
$652K -$186K -9,370 -22%
HI
45
Harbour Investments
Wisconsin
$651K +$18K +906 +3%
SAM
46
Smartleaf Asset Management
Massachusetts
$574K -$393K -19,811 -41%
SFS
47
Sowell Financial Services
Arkansas
$571K +$1.73K +87 +0.3%
PAG
48
Private Advisor Group
New Jersey
$556K +$5.52K +278 +1%
EWM
49
Endowment Wealth Management
Wisconsin
$549K +$13.4K +673 +2%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$548K -$21.6K -1,089 -4%
1
2
3 4 5

PCEF Hedge Fund Activity: Q4 2025 in Review

122 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q4 2025, worth a combined $380M — down 2.3% from $389M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PCEF and 13 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 36 added.

The largest buyer was Royal Bank of Canada, adding an estimated $23.2M. The largest seller was Envestnet Asset Management, cutting an estimated $19.2M.

  • 122 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q4 2025, down from 124 in Q3 2025.
  • Funds reported $380M of Invesco CEF Income Composite ETF stock for Q4 2025, down 2.3% quarter-over-quarter.
  • 13 funds opened new Invesco CEF Income Composite ETF positions in Q4 2025 and 15 closed out, a net change of -2 holders.
  • The largest Invesco CEF Income Composite ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $23.2M added.
  • The largest Invesco CEF Income Composite ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2025.