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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55.7M +$4.25M +217,560 +8%
Morgan Stanley
2
Morgan Stanley
New York
$42.5M +$543K +27,783 +1%
Wells Fargo
3
Wells Fargo
California
$39M -$4.49M -229,763 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$35.9M -$5.86M -299,768 -14%
Raymond James Financial
5
Raymond James Financial
Florida
$22.5M +$2.69M +137,590 +14%
LPL Financial
6
LPL Financial
California
$21.5M +$2.79M +142,602 +15%
Bank of America
7
Bank of America
North Carolina
$18.4M +$147K +7,534 +0.8%
LFG
8
Larson Financial Group
Missouri
$11.2M +$10.1M +514,369 +887%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$9.75M +$1.58M +80,758 +19%
Ameriprise
10
Ameriprise
Minnesota
$9.68M -$3.25M -166,120 -25%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$9.26M +$601K +30,453 +7%
IF
12
Intrua Financial
Texas
$9.2M +$6.48M +331,510 +238%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.83M -$159K -8,113 -2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$8.66M +$322K +16,473 +4%
UBS Group
15
UBS Group
Switzerland
$5.84M -$128K -6,535 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.96M -$609K -31,161 -13%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.22M -$93.4K -4,872 -3%
DBIA
18
Dumont & Blake Investment Advisors
New Jersey
$2.69M -$3.32K -170 -0.1%
MFG
19
Merit Financial Group
Georgia
$2.58M +$921K +47,111 +56%
AHC
20
Adell Harriman & Carpenter
Texas
$2.43M +$107K +5,500 +5%
SI
21
Stephens Inc
Arkansas
$2.05M +$110K +5,651 +6%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.02M -$288K -14,718 -12%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.01M +$10.9K +560 +0.5%
SC
24
Sykon Capital
New York
$1.88M -$503K -25,750 -21%
Mariner
25
Mariner
Kansas
$1.84M -$32.7K -1,673 -2%
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