Invesco CEF Income Composite ETF
PCEF
132 hedge funds and large institutions have $376M invested in Invesco CEF Income Composite ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
5% more capital invested
Capital invested by funds: $357M → $376M (+$18.5M)
5% more funds holding
Funds holding: 126 → 132 (+6)
2.97% more ownership
Funds ownership: 43.64% → 46.6% (+3%)
5% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$12.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.39M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.86M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.85M |
| 5 |
Morgan Stanley
New York
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.36M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.3M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.05M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$976K |
| 5 |
BBL
Beck Bode LLC
Dedham,
Massachusetts
|
-$495K |
PCEF Hedge Fund Activity: Q4 2024 in Review
132 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q4 2024, worth a combined $376M — up 5.2% from $357M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PCEF positions and 8 closed out — a net gain of 9 holders — while 43 added to existing stakes and 41 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $12.2M. The largest seller was Ameriprise, cutting an estimated $1.36M.
- 132 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q4 2024, up from 126 in Q3 2024.
- Funds reported $376M of Invesco CEF Income Composite ETF stock for Q4 2024, up 5.2% quarter-over-quarter.
- 17 funds opened new Invesco CEF Income Composite ETF positions in Q4 2024 and 8 closed out, a net change of +9 holders.
- The largest Invesco CEF Income Composite ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $12.2M added.
- The largest Invesco CEF Income Composite ETF seller in Q4 2024 was Ameriprise, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2024.