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Invesco Floating Rate Municipal Income ETF

22 hedge funds and large institutions have $23M invested in Invesco Floating Rate Municipal Income ETF in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% more ownership

Funds ownership: 39.58%40.15% (+0.57%)

4% less funds holding

Funds holding: 2322 (-1)

7% less capital invested

Capital invested by funds: $24.6M → $23M (-$1.65M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.41M -$713K -28,613 -12%
JCM
2
Janney Capital Management
Pennsylvania
$5.21M -$309K -12,420 -6%
Morgan Stanley
3
Morgan Stanley
New York
$2.52M -$87.7K -3,523 -3%
Jane Street
4
Jane Street
New York
$1.82M -$296K -11,906 -14%
Citadel Advisors
5
Citadel Advisors
Florida
$1.15M +$248K +9,962 +27%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$861K +$861K +34,574 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$840K +$357K +14,333 +74%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$837K +$56.3K +2,259 +7%
RCAG
9
Rehmann Capital Advisory Group
Michigan
$765K +$172K +6,915 +29%
UBS Group
10
UBS Group
Switzerland
$548K -$261K -10,491 -32%
Wells Fargo
11
Wells Fargo
California
$510K -$26.4K -1,061 -5%
HighTower Advisors
12
HighTower Advisors
Illinois
$476K -$43.6K -1,752 -8%
DWM
13
Dakota Wealth Management
Florida
$374K
KIM
14
Karpus Investment Management
New York
$374K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$340K -$56.7K -2,276 -14%
AG
16
Advisor Group
Arizona
$242K -$9.46K -380 -4%
TSS
17
Two Sigma Securities
New York
$208K +$208K +8,354 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$179K
BC
19
Bartlett & Co
Ohio
$156K
BCWM
20
Bartlett & Co Wealth Management
Ohio
$156K
AC
21
Avestar Capital
New York
$13K
Wolverine Trading
22
Wolverine Trading
Illinois
-$1.25M -50,095 Closed
JP Morgan Chase
23
JP Morgan Chase
New York
-$420K -16,878 Closed
WCM
24
WealthBridge Capital Management
Ohio
-$76K -3,037 Closed

PVI Hedge Fund Activity: Q2 2019 in Review

22 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Invesco Floating Rate Municipal Income ETF (PVI) for Q2 2019, worth a combined $23M — down 6.7% from $24.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PVI and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $861K. The largest seller was Wolverine Trading, exiting entirely with an estimated $1.25M sold.

  • 22 institutional investors held Invesco Floating Rate Municipal Income ETF (PVI) as of Q2 2019, down from 23 in Q1 2019.
  • Funds reported $23M of Invesco Floating Rate Municipal Income ETF stock for Q2 2019, down 6.7% quarter-over-quarter.
  • 2 funds opened new Invesco Floating Rate Municipal Income ETF positions in Q2 2019 and 3 closed out, a net change of -1 holder.
  • The largest Invesco Floating Rate Municipal Income ETF buyer in Q2 2019 was Susquehanna International Group, an estimated $861K added.
  • The largest Invesco Floating Rate Municipal Income ETF seller in Q2 2019 was Wolverine Trading, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2019.