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Invesco CEF Income Composite ETF
PCEF

123 hedge funds and large institutions have $367M invested in Invesco CEF Income Composite ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

2.15% more ownership

Funds ownership: 46.12% → 48.28% (+2.2%)

1% more funds holding

Funds holding: 122 → 123 (+1)

3% less capital invested

Capital invested by funds: $380M → $367M (-$12.7M)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
45
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$21M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.05M
3
LFG
Larson Financial Group
Missouri
+$3.77M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.56M
5
IF
Intrua Financial
Texas
+$1M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$11.4M
2
Wells Fargo
Wells Fargo
California
-$5.06M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.61M
4
SC
Sykon Capital
New York
-$2.54M
5
LPL Financial
LPL Financial
California
-$2.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
AE Wealth Management
Kansas
$16.2K – – –
MWA
102
Merkkuri Wealth Advisors
New York
$15.9K +$16.7K +844 New
KFA
103
Kelleher Financial Advisors
New York
$15.3K – – –
SL
104
Salomon & Ludwin
Virginia
$14.6K – – –
JP Morgan Chase
105
JP Morgan Chase
New York
$12.3K +$10.5K +532 +394%
SWM
106
SHP Wealth Management
Massachusetts
$10.8K -$2.55K -129 -18%
CI
107
CX Institutional
Indiana
$10K +$218 +11 +2%
CFD
108
Creative Financial Designs
Indiana
$9.41K – – –
1IA
109
1620 Investment Advisors
Massachusetts
$8.92K -$297 -15 -3%
WOSD
110
WFA of San Diego
California
$8K -$494 -25 -6%
OA
111
Operose Advisors
Wisconsin
$7.13K +$7.5K +379 New
CH
112
CDKV Holdings
Colorado
$5.18K – – –
Citigroup
113
Citigroup
New York
$4.82K – – –
IRC
114
Investors Research Corp
Georgia
$4.01K – – –
SWM
115
Spire Wealth Management
Virginia
$2.77K – – –
TFA
116
Toth Financial Advisory
Virginia
$2.75K – – –
AssetMark Inc
117
AssetMark Inc
California
$2.58K +$2.71K +137 New
Simplex Trading
118
Simplex Trading
Illinois
$1.15K +$1.21K +61 New
SIS
119
Sound Income Strategies
Florida
$1.15K – – –
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$1.07K – – –
AF
121
Allworth Financial
California
$753 – – –
TRCT
122
Tower Research Capital (TRC)
New York
$245 +$257 +13 New
JFGIW
123
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$95 -$138 -7 -58%
SC
124
Sykon Capital
New York
– -$2.54M -127,602 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– -$402K -20,236 Closed
2 3 4
5
6

PCEF Hedge Fund Activity: Q1 2026 in Review

123 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q1 2026, worth a combined $367M — down 3.3% from $380M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PCEF positions and 11 closed out — a net gain of 5 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $21M. The largest seller was Raymond James Financial, cutting an estimated $11.4M.

  • 123 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q1 2026, up from 122 in Q4 2025.
  • Funds reported $367M of Invesco CEF Income Composite ETF stock for Q1 2026, down 3.3% quarter-over-quarter.
  • 16 funds opened new Invesco CEF Income Composite ETF positions in Q1 2026 and 11 closed out, a net change of +5 holders.
  • The largest Invesco CEF Income Composite ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $21M added.
  • The largest Invesco CEF Income Composite ETF seller in Q1 2026 was Raymond James Financial, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2026.