Invesco Floating Rate Municipal Income ETF
30 hedge funds and large institutions have $17.3M invested in Invesco Floating Rate Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
36% more funds holding
Funds holding: 22 → 30 (+8)
31% more capital invested
Capital invested by funds: $13.3M → $17.3M (+$4.08M)
15.53% more ownership
Funds ownership: 42.59% → 58.12% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.22M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$988K |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$905K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$663K |
| 5 |
WCP
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$544K |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$282K |
| 3 |
LPL Financial
San Diego,
California
|
-$183K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$58.4K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$32.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $26.5K | – | – | – |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| $12.3K | +$12.3K | +495 | New |
|
28
Rockefeller Capital Management
New York
| $6.17K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $5.37K | +$5.36K | +216 | New |
|
|
OW
30
Olistico Wealth
Tulsa,
Oklahoma
| $2.49K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $9 | -$25 | -1 | Closed |
|
PVI Hedge Fund Activity: Q1 2026 in Review
30 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Floating Rate Municipal Income ETF (PVI) for Q1 2026, worth a combined $17.3M — up 31% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PVI positions and 1 closed out — a net gain of 9 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, opening a new position worth an estimated $1.22M. The largest seller was Morgan Stanley, cutting an estimated $544K.
- 30 institutional investors held Invesco Floating Rate Municipal Income ETF (PVI) as of Q1 2026, up from 22 in Q4 2025.
- Funds reported $17.3M of Invesco Floating Rate Municipal Income ETF stock for Q1 2026, up 31% quarter-over-quarter.
- 10 funds opened new Invesco Floating Rate Municipal Income ETF positions in Q1 2026 and 1 closed out, a net change of +9 holders.
- The largest Invesco Floating Rate Municipal Income ETF buyer in Q1 2026 was Thomas J. Herzfeld Advisors, an estimated $1.22M added.
- The largest Invesco Floating Rate Municipal Income ETF seller in Q1 2026 was Morgan Stanley, an estimated $544K sold.
Based on aggregated 13F filings for Q1 2026.