INVESCO CEF INCOME COMPOSITE (PCEF) Institutional Ownership Changes & 13F Activity

INVESCO CEF INCOME COMPOSITE (PCEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Sykon Capital Llc, Larson Financial Group Llc, Royal Bank Of Canada, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+7+0.0%15,326$311.26KQ2 2026Aug 18, 2026
Ameriprise Financial IncBuy+445,326445,326$9.04MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+317,690+27.8%1,461,727$29.69MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+125,686+4.2%3,107,327$63.11MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+93,233+34.3%365,033$7.41MQ2 2026Aug 14, 2026
Bank Of America CorpSell-33,637-3.5%917,971$18.64MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+28,090+165.7%45,043$914.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+14,853+2.6%589,599$11.97MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-13,127-0.9%1,397,439$28.38MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+6,486+17.7%43,225$877.90KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+6,001+33.1%24,152$492.60KQ2 2026Aug 14, 2026
Bts Asset Management, Inc.Buy+5,692+35.6%21,659$439.88KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-777-2.5%29,947$608.22KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+695+6.0%12,320$250.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcSell-583-10.2%5,140$104.39KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+520520$10.56KQ2 2026Aug 14, 2026
&PartnersSell-37-0.2%16,972$344.70KQ2 2026Aug 14, 2026
Morgan StanleyBuy+81,996+3.2%2,611,893$53.05MQ2 2026Aug 13, 2026
Panoramic Investment Advisors, LlcBuy+60,41860,418$1.23MQ2 2026Aug 13, 2026
Mariner, LlcBuy+29,334+29.4%129,002$2.62MQ2 2026Aug 13, 2026
Ubs Group AgBuy+9,541+3.1%321,028$6.52MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-9,493-8.9%97,140$1.97MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-270-8.5%2,894$58.78KQ2 2026Aug 13, 2026
Fmr LlcSell-160-5.9%2,544$51.66KQ2 2026Aug 13, 2026
Beck Bode, LlcSell-58-0.3%18,228$370.21KQ2 2026Aug 13, 2026
Sykon Capital LlcBuy+367,770367,770$7.47MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+39,42939,429$800.80KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-28,580-5.8%462,122$9.39MQ2 2026Aug 12, 2026
Odonnell Financial Services, LlcBuy+20,39920,399$414.30KQ2 2026Aug 12, 2026
Summit Financial, LlcSell-17,422-21.5%63,732$1.29MQ2 2026Aug 12, 2026
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Frequently asked questions about PCEF activity

  • Which institutional owners are buying PCEF?

    Institutional owners buying PCEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PCEF activity?

    "Buy" means an investor increased their reported position in PCEF compared to the prior reporting period. This reflects growing exposure to INVESCO CEF INCOME COMPOSITE (PCEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PCEF increasing?

    Institutional interest in PCEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.