We are live on ! Find out more
PVI icon

Invesco Floating Rate Municipal Income ETF

21 hedge funds and large institutions have $22.2M invested in Invesco Floating Rate Municipal Income ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

1.53% more ownership

Funds ownership: 34.02%35.55% (+1.5%)

0% more funds holding

Funds holding: 2121 (0)

6% less capital invested

Capital invested by funds: $23.7M → $22.2M (-$1.53M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$5.68M -$301K -12,108 -5%
Bank of America
2
Bank of America
North Carolina
$2.99M +$99.6K +4,002 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.8M +$2.22M +89,034 +381%
Morgan Stanley
4
Morgan Stanley
New York
$2.79M -$247K -9,912 -8%
UBS Group
5
UBS Group
Switzerland
$1.61M -$1.49M -59,905 -48%
Wells Fargo
6
Wells Fargo
California
$1.47M -$2.76M -111,003 -65%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$981K +$60.6K +2,433 +7%
Jane Street
8
Jane Street
New York
$926K +$926K +37,212 New
Wolverine Trading
9
Wolverine Trading
Illinois
$539K +$539K +21,651 New
VKH
10
Virtu KCG Holdings
New York
$409K +$47.6K +1,911 +13%
1IA
11
1834 Investment Advisors
Wisconsin
$348K -$99.6K -4,000 -22%
EWM
12
Empirical Wealth Management
Washington
$346K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$286K +$287K +11,509 New
RJA
14
Raymond James & Associates
Florida
$256K -$51.8K -2,081 -17%
FIM
15
Freedom Investment Management
Connecticut
$256K +$256K +10,293 New
BC
16
Bartlett & Co
Ohio
$195K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$101K +$13.3K +535 +15%
MFS
18
MSI Financial Services
Massachusetts
$80K -$4.48K -180 -5%
HNB
19
Huntington National Bank
Ohio
$69K
AP
20
Atwood & Palmer
Missouri
$39K
IA
21
IFP Advisors
Florida
$20K +$20.1K +807 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
-$523K -20,996 Closed
CFGF
23
Compass Financial Group (Florida)
Florida
-$334K -13,400 Closed
DC
24
Davenport & Co
Virginia
-$224K -9,000 Closed
Citigroup
25
Citigroup
New York
-$10K -401 Closed

PVI Hedge Fund Activity: Q2 2016 in Review

21 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Floating Rate Municipal Income ETF (PVI) for Q2 2016, worth a combined $22.2M — down 6.5% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PVI positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.22M. The largest seller was Wells Fargo, cutting an estimated $2.76M.

  • 21 institutional investors held Invesco Floating Rate Municipal Income ETF (PVI) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $22.2M of Invesco Floating Rate Municipal Income ETF stock for Q2 2016, down 6.5% quarter-over-quarter.
  • 5 funds opened new Invesco Floating Rate Municipal Income ETF positions in Q2 2016 and 4 closed out, a net change of +1 holder.
  • The largest Invesco Floating Rate Municipal Income ETF buyer in Q2 2016 was Royal Bank of Canada, an estimated $2.22M added.
  • The largest Invesco Floating Rate Municipal Income ETF seller in Q2 2016 was Wells Fargo, an estimated $2.76M sold.

Based on aggregated 13F filings for Q2 2016.