Who Owns Invesco CEF Income Composite ETF (PCEF)?Hedge Fund & Institutional Holders

$19.19-0.11 (-0.59%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$16.85$17.71$18.57$19.43$20.29Sep 24Jun 25Mar 26

PCEF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ROYAL BANK OF CANADAIncreased+1.2M+$22.6B
Intrua Financial, LLCNew Position+584K+$11.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+415K+$8.0B
STEPHENS INC /AR/New Position+104K+$2.1B
OPPENHEIMER & CO INCNew Position+68K+$1.3B
Cornerstone Wealth Management, LLCNew Position+61K+$1.2B
PANORAMIC INVESTMENT ADVISORS, LLCNew Position+55K+$1.1B
Goldstone Financial Group, LLCNew Position+52K+$1.0B
Geneos Wealth Management Inc.New Position+46K+$914.0M
Sowell Financial Services LLCNew Position+29K+$571.0M
Endowment Wealth Management, Inc.New Position+28K+$549.0M
PALISADE CAPITAL MANAGEMENT, LPNew Position+16K+$312.0M
SAX WEALTH ADVISORS, LLCNew Position+13K+$248.0M
MONEY CONCEPTS CAPITAL CORPNew Position+11K+$223.0M
CoreCap Advisors, LLCNew Position+7K+$139.0M

PCEF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-6K-$22.1B
Cetera Investment AdvisersDecreased-9K-$11.1B
Baird Financial Group, Inc.Decreased-351K-$7.9B
WELLS FARGO & COMPANY/MNDecreased-304K-$7.4B
NWF Advisory Services Inc.Decreased-146K-$2.7B
HighTower Advisors, LLCDecreased-6K-$2.0B
Mariner, LLCDecreased-200-$1.9B
OSAIC HOLDINGS, INC.Decreased-39K-$1.6B
RAYMOND JAMES FINANCIAL INCDecreased-21K-$1.4B
Rockefeller Capital Management L.P.Decreased-11K-$1.1B
SYKON CAPITAL LLCDecreased-42K-$854.1M
Orion Porfolio Solutions, LLCDecreased-9K-$841.7M
Creative PlanningDecreased-6K-$805.8M
Clearstead Advisors, LLCDecreased-2K-$333.0M
Waverly Advisors, LLCClosed Position-13K-$253.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ROYAL BANK OF CANADA3,031,747$60.0B0.01%Share
2WELLS FARGO & COMPANY/MN1,098,216$21.0B0.00%Share
3RAYMOND JAMES FINANCIAL INC1,076,038$21.0B0.01%Share
4BANK OF AMERICA CORP /DE/766,553$15.0B0.00%Share
5Intrua Financial, LLC583,845$11.6B1.22%Share
6WELLS FARGO & COMPANY/MN568,459$11.0B0.00%Share
7AMERIPRISE FINANCIAL INC448,597$8.0B0.00%Share
8COMMONWEALTH EQUITY SERVICES, LLC415,430$8.0B0.01%Share
9UBS Group AG302,632$6.0B0.00%Share
10BANK OF AMERICA CORP /DE/169,567$3.0B0.00%Share
11SYKON CAPITAL LLC127,602$2.5B0.81%Share
12STEPHENS INC /AR/103,539$2.1B0.03%Share
13OSAIC HOLDINGS, INC.139,079$2.0B0.00%Share
14OPPENHEIMER & CO INC67,629$1.3B0.02%Share
15Cornerstone Wealth Management, LLC61,256$1.2B0.06%Share
16PANORAMIC INVESTMENT ADVISORS, LLC54,905$1.1B0.59%Share
17Goldstone Financial Group, LLC52,108$1.0B0.12%Share
18STIFEL FINANCIAL CORP66,894$1.0B0.00%Share
19Baird Financial Group, Inc.94,051$1.0B0.00%Share
20Rockefeller Capital Management L.P.92,270$1.0B0.00%Share
21RAYMOND JAMES FINANCIAL INC75,724$1.0B0.00%Share
22Future Financial Wealth Managment LLC46,154$915.0M0.62%Share
23Geneos Wealth Management Inc.46,001$914.0M0.02%Share
24Sowell Financial Services LLC28,724$571.0M0.02%Share
25Endowment Wealth Management, Inc.27,628$549.0M0.25%Share
26Buska Wealth Management, LLC23,768$472.0M0.17%Share
27Argyle Capital Partners, LLC22,839$454.0M0.33%Share
28NWF Advisory Services Inc.20,605$409.0M0.05%Share
29Garden State Investment Advisory Services LLC18,941$376.0M0.08%Share
30PALISADE CAPITAL MANAGEMENT, LP15,704$312.0M0.01%Share
31Quartz Partners, LLC12,766$253.0M0.09%Share
32SAX WEALTH ADVISORS, LLC12,500$248.0M0.01%Share
33Hexagon Capital Partners LLC12,299$244.0M0.05%Share
34COMERICA BANK11,635$231.0M0.00%Share
35MONEY CONCEPTS CAPITAL CORP11,260$223.0M0.01%Share
36COMERICA BANK8,581$170.0M0.00%Share
37CoreCap Advisors, LLC7,016$139.0M0.00%Share
38Newbridge Financial Services Group, Inc.6,991$138.0M0.02%Share
39Farther Finance Advisors, LLC5,606$111.0M0.00%Share
40Capital Investment Advisory Services, LLC4,861$96.0M0.01%Share
41VSM Wealth Advisory, LLC4,669$92.0M0.03%Share
42GAMMA Investing LLC4,353$86.0M0.00%Share
43Anfield Capital Management, LLC3,663$72.0M0.02%Share
44Glen Eagle Advisors, LLC3,405$67.0M0.01%Share
45Wagner Wealth Management, LLC3,152$62.0M0.01%Share
46INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,886$57.0M0.00%Share
47US BANCORP \DE\2,700$53.0M0.00%Share
48MORGAN STANLEY2,449,397$48.0M0.00%Share
49ENVESTNET ASSET MANAGEMENT INC1,930,917$38.0M0.01%Share
50Vermillion Wealth Management, Inc.1,333$26.0M0.01%Share

PCEF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025117$187.5B+39
Q3 202578$205.3B-41
Q2 2025119$315.8B-6
Q1 2025125$335.9B+15
Q4 2024110$2.0T+22
Q3 202488$66.4T+3
Q2 202485$38.4T+9
Q1 202476$33.8T—

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As of Q4 2025, 50 institutional investors hold PCEF (Invesco CEF Income Composite ETF). The largest holder is ROYAL BANK OF CANADA with $60.0B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own PCEF?

As of Q4 2025, 50 institutional investors report holding PCEF (Invesco CEF Income Composite ETF) in their 13F filings.

Who is the largest institutional holder of PCEF?

The largest institutional holder of PCEF is ROYAL BANK OF CANADA with $60.0B in shares.

Is institutional ownership of PCEF increasing or decreasing?

This quarter, 14 institutions opened new positions in PCEF and 1 closed their positions.