Invesco Floating Rate Municipal Income ETF
26 hedge funds and large institutions have $15.9M invested in Invesco Floating Rate Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
18% more capital invested
Capital invested by funds: $13.5M → $15.9M (+$2.44M)
4.15% more ownership
Funds ownership: 47.22% → 51.37% (+4.2%)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.59M |
| 2 |
LPL Financial
San Diego,
California
|
+$540K |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$356K |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$142K |
| 5 |
Jane Street
New York
|
+$73.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$106K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52.1K |
| 3 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$46.4K |
| 4 |
FAFN
First Affirmative Financial Network
Colorado Springs,
Colorado
|
-$43.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$42.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $39 | +$25 | +1 | +100% |
|
|
PTC
27
Private Trust Company
Cleveland,
Ohio
| – | -$46.4K | -1,870 | Closed |
|
28
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
PVI Hedge Fund Activity: Q2 2025 in Review
26 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Floating Rate Municipal Income ETF (PVI) for Q2 2025, worth a combined $15.9M — up 18% from $13.5M a quarter earlier.
Fund positioning in PVI was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 8 trimmed.
The largest buyer was Flagship Harbor Advisors, opening a new position worth an estimated $1.59M. The largest seller was Wealthcare Advisory Partners, cutting an estimated $106K.
- 26 institutional investors held Invesco Floating Rate Municipal Income ETF (PVI) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $15.9M of Invesco Floating Rate Municipal Income ETF stock for Q2 2025, up 18% quarter-over-quarter.
- 2 funds opened new Invesco Floating Rate Municipal Income ETF positions in Q2 2025 and 2 closed out, a net change of 0 holders.
- The largest Invesco Floating Rate Municipal Income ETF buyer in Q2 2025 was Flagship Harbor Advisors, an estimated $1.59M added.
- The largest Invesco Floating Rate Municipal Income ETF seller in Q2 2025 was Wealthcare Advisory Partners, an estimated $106K sold.
Based on aggregated 13F filings for Q2 2025.