PCEF icon

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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
15
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 Holding Trade Value Shares
Change 		Shares
Change %
EWP
101
Elevation Wealth Partners
California
$25.6K – – –
AWM
102
AE Wealth Management
Kansas
$21.4K -$36.8K -1,883 -63%
MWA
103
Moser Wealth Advisors
Washington
$19.5K – – –
SS
104
Sunbelt Securities
Texas
$15.4K -$326 -17 -2%
SL
105
Salomon & Ludwin
Virginia
$15.2K – – –
Jones Financial Companies
106
Jones Financial Companies
Missouri
$12K +$12K +614 New
AP
107
Aspect Partners
Virginia
$11.5K +$11.5K +590 New
WPA
108
Wealth Preservation Advisors
Tennessee
$9.77K – – –
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.03K – – –
1IA
110
1620 Investment Advisors
Massachusetts
$8.5K – – –
PA
111
Parallel Advisors
California
$6.28K +$6.28K +321 New
Citigroup
112
Citigroup
New York
$5K – – –
SWM
113
Spire Wealth Management
Virginia
$4.88K – – –
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$4.77K +$4.77K +244 New
IRC
115
Investors Research Corp
Georgia
$4.16K – – –
PS
116
Principal Securities
Iowa
$2.91K – – –
TFA
117
Toth Financial Advisory
Virginia
$2.85K – – –
GJIA
118
Glass Jacobson Investment Advisors
Maryland
$2.64K – – –
SIS
119
Sound Income Strategies
Florida
$1.17K – – –
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$1.11K – – –
AssetMark Inc
121
AssetMark Inc
California
$1.06K +$1.06K +54 New
GRP
122
Global Retirement Partners
California
$856 +$856 +44 New
AF
123
Allworth Financial
California
$782 – – –
KFI
124
Key Financial Inc
Pennsylvania
$117 – – –
AIP
125
Ameritas Investment Partners
Nebraska
$18 +$18 +1 New
2 3 4
5
6