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Invesco CEF Income Composite ETF
PCEF

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: 129 → 127 (-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
–

Top Buyers

Rank Fund Capital Flow
1
LFG
Larson Financial Group
Missouri
+$9.6M
2
IF
Intrua Financial
Texas
+$6.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.06M
4
LPL Financial
LPL Financial
California
+$2.66M
5
Raymond James Financial
Raymond James Financial
Florida
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.6M
2
GS
GWN Securities
Florida
-$4.34M
3
Wells Fargo
Wells Fargo
California
-$4.29M
4
Ameriprise
Ameriprise
Minnesota
-$3.1M
5
GI
GAMMA Investing
California
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$27.3K -$20.1K -1,077 -44%
VWM
102
Vermillion Wealth Management
Minnesota
$26K -$205 -11 -0.8%
EWP
103
Elevation Wealth Partners
California
$25.6K – – –
AWM
104
AE Wealth Management
Kansas
$21.4K -$35.2K -1,883 -63%
MWA
105
Moser Wealth Advisors
Washington
$19.5K – – –
SS
106
Sunbelt Securities
Texas
$15.4K -$317 -17 -2%
SL
107
Salomon & Ludwin
Virginia
$15.2K – – –
Jones Financial Companies
108
Jones Financial Companies
Missouri
$12K +$11.5K +614 New
AP
109
Aspect Partners
Virginia
$11.5K +$11K +590 New
WPA
110
Wealth Preservation Advisors
Tennessee
$9.77K – – –
JFGIW
111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.03K – – –
1IA
112
1620 Investment Advisors
Massachusetts
$8.5K – – –
PA
113
Parallel Advisors
California
$6.28K +$5.99K +321 New
Citigroup
114
Citigroup
New York
$5K – – –
SWM
115
Spire Wealth Management
Virginia
$4.88K – – –
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$4.77K +$4.56K +244 New
IRC
117
Investors Research Corp
Georgia
$4.16K – – –
PS
118
Principal Securities
Iowa
$2.91K – – –
TFA
119
Toth Financial Advisory
Virginia
$2.85K – – –
GJIA
120
Glass Jacobson Investment Advisors
Maryland
$2.64K – – –
SIS
121
Sound Income Strategies
Florida
$1.17K – – –
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$1.11K – – –
AssetMark Inc
123
AssetMark Inc
California
$1.05K +$1.01K +54 New
GRP
124
Global Retirement Partners
California
$856 +$822 +44 New
AF
125
Allworth Financial
California
$782 – – –
2 3 4
5
6

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.