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Invesco CEF Income Composite ETF

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: 124122 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$536K -$16.4K -826 -3%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$512K +$3.34K +168 +0.7%
BBL
53
Beck Bode LLC
Massachusetts
$474K -$22.6K -1,140 -5%
BWM
54
Buska Wealth Management
Wisconsin
$473K -$12.6K -633 -3%
ACP
55
Argyle Capital Partners
California
$454K -$23.3K -1,175 -5%
NAS
56
NWF Advisory Services
California
$410K -$87.3K -4,395 -18%
Citadel Advisors
57
Citadel Advisors
Florida
$402K +$402K +20,236 New
Comerica Bank
58
Comerica Bank
Texas
$402K -$34.7K -1,749 -8%
GSIAS
59
Garden State Investment Advisory Services
New Jersey
$377K
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$342K
P
61
&Partners
Tennessee
$334K +$334K +16,811 New
LFAS
62
Level Four Advisory Services
Texas
$319K +$45.2K +2,277 +17%
PCM
63
Palisade Capital Management
New Jersey
$312K +$312K +15,704 New
BV
64
Boxwood Ventures
Illinois
$308K +$5.98K +301 +2%
BAM
65
BTS Asset Management
Massachusetts
$301K +$301K +15,153 New
BPA
66
Beacon Pointe Advisors
California
$300K +$3.87K +195 +1%
CA
67
Clearstead Advisors
Ohio
$297K -$34.3K -1,727 -10%
QWM
68
QP Wealth Management
New Jersey
$295K +$294K +14,827 New
PFS
69
Prospera Financial Services
Texas
$283K +$1.49K +75 +0.5%
RWA
70
Reicon Wealth Advisors
Georgia
$275K +$274K +13,814 New
OIA
71
OneDigital Investment Advisors
Kansas
$272K +$5.26K +265 +2%
CFS
72
Compass Financial Services
Iowa
$256K +$3.87K +195 +2%
QP
73
Quartz Partners
New York
$254K
SWA
74
Sax Wealth Advisors
New Jersey
$249K
HCP
75
Hexagon Capital Partners
Arkansas
$245K

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.