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Invesco CEF Income Composite ETF
PCEF

Overview Fund Activity

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 14 closing their positions.

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
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFG
1
Larson Financial Group
Missouri
$11.2M
2
IF
2
Intrua Financial
Texas
$9.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.7M
4
LPL Financial
4
LPL Financial
California
$21.5M
5
Raymond James Financial
5
Raymond James Financial
Florida
$22.5M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$35.9M
2
Wells Fargo
2
Wells Fargo
California
$39M
3
GS
3
GWN Securities
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$9.68M
5
GI
5
GAMMA Investing
California
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
51
Endowment Wealth Management
Wisconsin
$428K 21,888 +1,999 +10%
Comerica Bank
52
Comerica Bank
Texas
$419K 21,427 +338 +2%
GIA
53
Gladstone Institutional Advisory
Florida
$401K 20,512 -593 -3%
BWM
54
Buska Wealth Management
Wisconsin
$389K 19,886 +651 +3%
GAM
55
Gotham Asset Management
New York
$379K 19,418 +3,506 +22%
GSIAS
56
Garden State Investment Advisory Services
New Jersey
$370K 18,941 – –
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$336K 17,190 – –
BIS
58
BG Investment Services
Guam
$307K 15,726 +15,726 New
HVIA
59
Hudson Valley Investment Advisors
New York
$307K 15,704 – –
AWS
60
Atria Wealth Solutions
New York
$298K 15,263 -39,262 -72%
CA
61
Clearstead Advisors
Ohio
$298K 15,232 +15,232 New
RAM
62
Readystate Asset Management
Illinois
$294K 15,047 +15,047 New
TA
63
TFG Advisers
Michigan
$293K 14,998 +670 +5%
BV
64
Boxwood Ventures
Illinois
$291K 14,893 +307 +2%
CFS
65
Compass Financial Services
Iowa
$278K 14,221 -6,082 -30%
QP
66
Quartz Partners
New York
$270K 13,834 – –
OIA
67
OneDigital Investment Advisors
Kansas
$257K 13,157 +271 +2%
WA
68
Waverly Advisors
Alabama
$255K 13,073 -498 -4%
PFS
69
Prospera Financial Services
Texas
$248K 12,711 +111 +0.9%
SWA
70
Sax Wealth Advisors
New Jersey
$244K 12,500 – –
HCP
71
Hexagon Capital Partners
Arkansas
$240K 12,299 – –
BPA
72
Beacon Pointe Advisors
California
$238K 12,189 -2,324 -16%
VBWMG
73
Von Berge Wealth Management Group
California
$235K 12,035 +200 +2%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$227K 11,635 -150 -1%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$218K 11,180 -13,892 -55%
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