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Invesco Floating Rate Municipal Income ETF
PVI

Overview Fund Activity

26 hedge funds and large institutions have $13.5M invested in Invesco Floating Rate Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avior Wealth Management
Nebraska
+$857K
2
Morgan Stanley
Morgan Stanley
New York
+$584K
3
Bank of America
Bank of America
North Carolina
+$248K
4
FAIM
Financial Advocates Investment Management
Washington
+$229K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$107K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$836K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$532K
3
WCP
Wealthcare Capital Partners
Pennsylvania
-$222K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$59.2K
5
UBS Group
UBS Group
Switzerland
-$17.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.16M +$248K +10,001 +13%
LPL Financial
2
LPL Financial
California
$1.73M +$32K +1,291 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.57M +$584K +23,510 +59%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$1.17M +$107K +4,328 +10%
Jane Street
5
Jane Street
New York
$1.13M +$65.2K +2,628 +6%
JCM
6
Janney Capital Management
Pennsylvania
$1.01M -$9.64K -388 -0.9%
AWM
7
Avior Wealth Management
Nebraska
$857K +$857K +34,525 New
FAFN
8
First Affirmative Financial Network
Colorado
$812K +$31.6K +1,272 +4%
SI
9
SimpliFi Inc
California
$713K – – –
FIA
10
Foundations Investment Advisors
Arizona
$308K +$63.1K +2,543 +26%
Mariner
11
Mariner
Kansas
$303K +$83K +3,342 +38%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$296K -$59.2K -2,384 -17%
WCM
13
WealthBridge Capital Management
Ohio
$269K +$1.39K +56 +0.5%
PAG
14
Private Advisor Group
New Jersey
$245K +$26.6K +1,073 +12%
FAIM
15
Financial Advocates Investment Management
Washington
$229K +$229K +9,225 New
NWAG
16
Net Worth Advisory Group
Utah
$216K +$1.07K +43 +0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$140K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$138K +$52.2K +2,101 +61%
PTC
19
Private Trust Company
Ohio
$46.4K +$46.4K +1,870 New
US Bancorp
20
US Bancorp
Minnesota
$46.4K – – –
MFC
21
Mechanics Financial Corp
Ohio
$42.2K – – –
HC
22
Hurley Capital
New York
$37.2K – – –
PS
23
Principal Securities
Iowa
$12.3K – – –
OW
24
Olistico Wealth
Oklahoma
$2.48K – – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$25 +$25 +1 New
1
2