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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
SWM
101
SHP Wealth Management
Massachusetts
$13.9K +$13.9K +701 New
CI
102
CX Institutional
Indiana
$11K -$23.7K -1,192 -69%
WPA
103
Wealth Preservation Advisors
Tennessee
$9.94K
CFD
104
Creative Financial Designs
Indiana
$9.94K +$9.93K +500 New
1IA
105
1620 Investment Advisors
Massachusetts
$9.72K +$1.07K +54 +12%
WOSD
106
WFA of San Diego
California
$8.95K -$31.8K -1,600 -78%
GWSG
107
GPS Wealth Strategies Group
Colorado
$7.95K -$117K -5,905 -94%
CH
108
CDKV Holdings
Colorado
$5.47K +$5.46K +275 New
Citigroup
109
Citigroup
New York
$5.09K
IRC
110
Investors Research Corp
Georgia
$4.23K
HWP
111
Highline Wealth Partners
California
$3.98K +$3.97K +200 New
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$3.84K
SWM
113
Spire Wealth Management
Virginia
$2.92K
TFA
114
Toth Financial Advisory
Virginia
$2.9K
JP Morgan Chase
115
JP Morgan Chase
New York
$2.7K -$1.29K -65 -33%
GJIA
116
Glass Jacobson Investment Advisors
Maryland
$1.63K -$1.05K -53 -39%
SIS
117
Sound Income Strategies
Florida
$1.21K
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$1.13K
EP
119
Essential Partners
California
$1.07K +$1.07K +54 New
GRP
120
Global Retirement Partners
California
$906 -$97.6K -4,913 -99%
AF
121
Allworth Financial
California
$796
JFGIW
122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239
GIA
123
Gladstone Institutional Advisory
Florida
-$408K -20,415 Closed
RAM
124
Readystate Asset Management
Illinois
-$329K -16,480 Closed
HVIA
125
Hudson Valley Investment Advisors
New York
-$314K -15,704 Closed

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.