Who owns PCEF?
Invesco CEF Income Composite ETF · Invesco
122 institutions reported holding PCEF, worth $398.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PCEF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Royal Bank of Canada | Toronto, Ontario, Canada | $63.1M | 3,107,327 | +125,686 shares |
| Morgan Stanley | New York, NY | $53.0M | 2,611,893 | +81,996 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $46.0M | 2,267,351 | +80,971 shares |
| Larson Financial Group LLC | St Louis, MO | $29.7M | 1,461,727 | +317,690 shares |
| Wells Fargo & Company | San Francisco, CA | $28.4M | 1,397,439 | −13,127 shares |
| Bank of America Corp. | Charlotte, NC | $18.6M | 917,971 | −33,637 shares |
| LPL Financial LLC | Fort Mill, SC | $18.5M | 908,977 | −64,655 shares |
| Intrua Financial, LLC | Houston, TX | $13.5M | 666,589 | +32,005 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $12.0M | 589,599 | +14,853 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $10.5M | 515,556 | +284,949 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PCEF?
122 institutional managers reported holding PCEF in Form 13F filings for June 30, 2026, worth $398.6M in total. The largest reported position was held by Royal Bank of Canada, at $63.1M.
Did institutions buy or sell PCEF last quarter?
Reported 13F value rose 9.0% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PCEF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.