Invesco Floating Rate Municipal Income ETF
26 hedge funds and large institutions have $13.5M invested in Invesco Floating Rate Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 5 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
6% more capital invested
Capital invested by funds: $12.7M → $13.5M (+$796K)
2.58% more ownership
Funds ownership: 44.64% → 47.22% (+2.6%)
4% less funds holding
Funds holding: 27 → 26 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$857K |
| 2 |
Morgan Stanley
New York
|
+$583K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$248K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$229K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$836K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$532K |
| 3 |
WCP
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
-$222K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$59.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$17.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $15 | – | – | – |
|
|
27
Goldman Sachs
New York
| – | -$836K | -33,852 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$532K | -21,541 | Closed |
|
|
WCP
29
Wealthcare Capital Partners
West Chester,
Pennsylvania
| – | -$222K | -8,994 | Closed |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$17.7K | -718 | Closed |
|
31
JP Morgan Chase
New York
| – | -$6.57K | -266 | Closed |
|
PVI Hedge Fund Activity: Q1 2025 in Review
26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Floating Rate Municipal Income ETF (PVI) for Q1 2025, worth a combined $13.5M — up 6.3% from $12.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PVI and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 12 added.
The largest buyer was Avior Wealth Management, opening a new position worth an estimated $857K. The largest seller was Goldman Sachs, exiting entirely with an estimated $836K sold.
- 26 institutional investors held Invesco Floating Rate Municipal Income ETF (PVI) as of Q1 2025, down from 27 in Q4 2024.
- Funds reported $13.5M of Invesco Floating Rate Municipal Income ETF stock for Q1 2025, up 6.3% quarter-over-quarter.
- 4 funds opened new Invesco Floating Rate Municipal Income ETF positions in Q1 2025 and 5 closed out, a net change of -1 holder.
- The largest Invesco Floating Rate Municipal Income ETF buyer in Q1 2025 was Avior Wealth Management, an estimated $857K added.
- The largest Invesco Floating Rate Municipal Income ETF seller in Q1 2025 was Goldman Sachs, an estimated $836K sold.
Based on aggregated 13F filings for Q1 2025.