Invesco Floating Rate Municipal Income ETF
22 hedge funds and large institutions have $14.1M invested in Invesco Floating Rate Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 8 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
6.09% less ownership
Funds ownership: 51.37% → 45.28% (-6.1%)
12% less capital invested
Capital invested by funds: $15.9M → $14.1M (-$1.86M)
15% less funds holding
Funds holding: 26 → 22 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$690K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$475K |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$300K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$215K |
| 5 |
LPL Financial
San Diego,
California
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.2M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$778K |
| 3 |
SI
SimpliFi Inc
San Diego,
California
|
-$413K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$338K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$337K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| – | -$246K | -9,916 | Closed |
|
|
FAIM
27
Financial Advocates Investment Management
Olympia,
Washington
| – | -$230K | -9,260 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$140K | -5,655 | Closed |
|
29
Raymond James Financial
St Petersburg,
Florida
| – | -$34.1K | -1,374 | Closed |
|
|
OW
30
Olistico Wealth
Tulsa,
Oklahoma
| – | -$2.48K | -100 | Closed |
|
PVI Hedge Fund Activity: Q3 2025 in Review
22 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Floating Rate Municipal Income ETF (PVI) for Q3 2025, worth a combined $14.1M — down 12% from $15.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PVI and 4 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $690K. The largest seller was Jane Street, exiting entirely with an estimated $1.2M sold.
- 22 institutional investors held Invesco Floating Rate Municipal Income ETF (PVI) as of Q3 2025, down from 26 in Q2 2025.
- Funds reported $14.1M of Invesco Floating Rate Municipal Income ETF stock for Q3 2025, down 12% quarter-over-quarter.
- 4 funds opened new Invesco Floating Rate Municipal Income ETF positions in Q3 2025 and 8 closed out, a net change of -4 holders.
- The largest Invesco Floating Rate Municipal Income ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $690K added.
- The largest Invesco Floating Rate Municipal Income ETF seller in Q3 2025 was Jane Street, an estimated $1.2M sold.
Based on aggregated 13F filings for Q3 2025.