PVI icon

Invesco Floating Rate Municipal Income ETF

27 hedge funds and large institutions have $59.6M invested in Invesco Floating Rate Municipal Income ETF in 2013 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
Increased
6
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$13M 519,038 -861,597 -62%
Morgan Stanley
2
Morgan Stanley
New York
$10.4M 414,599 -91,849 -18%
SEIA
3
Signature Estate & Investment Advisors
California
$9.1M 364,270 +63,400 +21%
U
4
UBS
Switzerland
$5.4M 216,311 -17,965 -8%
Wells Fargo
5
Wells Fargo
California
$4.21M 168,479 -21,515 -11%
Citigroup
6
Citigroup
New York
$3.98M 159,417 +157,892 +10,354%
EWM
7
Empirical Wealth Management
Washington
$2.81M 112,662 +35,520 +46%
B
8
Baird
Wisconsin
$2.79M 111,766 -10,290 -8%
UCFA
9
United Capital Financial Advisors
Texas
$1.35M 54,000
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.2M 48,071 -21,759 -31%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$860K 34,447 +14,388 +72%
Invesco
12
Invesco
Georgia
$842K 33,723 -543 -2%
LPL Financial
13
LPL Financial
California
$823K 32,940 -1,300 -4%
DC
14
Davenport & Co
Virginia
$622K 24,900 -100 -0.4%
CC
15
Curian Capital
Colorado
$366K 14,637 -6,668 -31%
NES
16
New England Securities
New York
$363K 14,535 +3,394 +30%
BC
17
Bartlett & Co
Ohio
$356K 14,260
FHC
18
First Heartland Consultants
Missouri
$317K 12,679 -5,511 -30%
RJA
19
Raymond James & Associates
Florida
$280K 11,224
BIT
20
BlackRock Institutional Trust
California
$270K 10,800 +1,992 +23%
EMA
21
Efficient Market Advisors
California
$125K 5,000
SHWM
22
Smith & Howard Wealth Management
Georgia
$115K 4,599
MFS
23
MSI Financial Services
Massachusetts
$107K 4,265 -290 -6%
ST
24
Smithfield Trust
Pennsylvania
$14K 570
Ameriprise
25
Ameriprise
Minnesota
$12K 462 -873 -65%