Who Owns PCEF?
Invesco CEF Income Composite ETF — Institutional Ownership & 13F Holdings
$19.98
+0.25 (+1.27%)
Market Cap
$810.0M
Shares Outstanding
38,658,157
Institutional Holders
125
Total Inst. Value
$556.7M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
27
Closed Positions
12
Increased
46
Decreased
25
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GAMMA Investing LLC | $220.2M | 4,151,354 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80.3M | 4,260 |
| 3 | WELLS FARGO & COMPANY/MN | $41.9M | 2,224,564 |
| 4 | MORGAN STANLEY | $40.4M | 2,145,117 |
| 5 | ROYAL BANK OF CANADA | $40.3M | 2,137,345 |
| 6 | RAYMOND JAMES FINANCIAL INC | $19.1M | 1,015,382 |
| 7 | BANK OF AMERICA CORP /DE/ | $17.6M | 933,681 |
| 8 | AMERIPRISE FINANCIAL INC | $12.5M | 661,543 |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.3M | 438,955 |
| 10 | Baird Financial Group, Inc. | $8.0M | 426,822 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GAMMA Investing LLC | +3.9M | $220.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +3K | $80.3M |
| MORGAN STANLEY | +42K | $40.4M |
| ROYAL BANK OF CANADA | +56K | $40.3M |
| RAYMOND JAMES FINANCIAL INC | +47K | $19.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -1.0M | $12.5M |
| MML INVESTORS SERVICES, LLC | -89K | $1.9M |
| SYKON CAPITAL LLC | -83K | $2.3M |
| HighTower Advisors, LLC | -59K | $2.2M |
| Baird Financial Group, Inc. | -53K | $8.0M |
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Frequently Asked Questions
How many institutional investors hold PCEF?
As of Q1 2025, 125 institutional investors report holding PCEF (Invesco CEF Income Composite ETF) in their 13F filings.
Which hedge fund owns the most PCEF?
The largest institutional holder of PCEF is GAMMA Investing LLC with $220.2M in shares.
Are institutions buying or selling PCEF?
This quarter, 27 institutions opened new positions in PCEF and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.