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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$227K -$2.8K -150 -1%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$218K -$259K -13,892 -55%
LFAS
78
Level Four Advisory Services
Texas
$211K +$9.56K +512 +5%
MCC
79
Money Concepts Capital
Florida
$210K +$201K +10,739 New
EH
80
Equitable Holdings
New York
$204K -$21.7K -1,163 -10%
NFSG
81
Newbridge Financial Services Group
Florida
$146K -$46.2K -2,475 -25%
CA
82
CoreCap Advisors
Michigan
$145K -$19 -1 -0%
ACM
83
Anfield Capital Management
California
$143K
HI
84
Harbour Investments
Wisconsin
$128K -$6.72K -360 -5%
FFA
85
Farther Finance Advisors
California
$128K +$68.9K +3,690 +129%
GWSG
86
GPS Wealth Strategies Group
Colorado
$123K -$38.4K -2,055 -25%
NS
87
NBC Securities
Alabama
$94K +$45.7K +2,450 +102%
AWM
88
Atticus Wealth Management
Florida
$93.5K
AAS
89
Ameritas Advisory Services
Nebraska
$91.6K +$87.5K +4,687 New
CIAS
90
Capital Investment Advisory Services
North Carolina
$91.3K +$1.79K +96 +2%
VWA
91
VSM Wealth Advisory
Maryland
$88.8K +$1.2K +64 +1%
SPIA
92
Steward Partners Investment Advisory
New York
$83.7K -$149 -8 -0.2%
GEA
93
Glen Eagle Advisors
New Jersey
$66.5K
WWMSC
94
Wagner Wealth Management (South Carolina)
South Carolina
$60.9K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$60K -$24.3K -1,300 -30%
US Bancorp
96
US Bancorp
Minnesota
$52.8K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$52.4K -$86.7K -4,642 -63%
TSMHT
98
Thurston Springer Miller Herd & Titak
Indiana
$51.1K
WOSD
99
WFA of San Diego
California
$44.9K +$42.9K +2,300 New
IA
100
IFP Advisors
Florida
$31.7K

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.